American Institute of CPAs 1995
Personal Financial Specialist, Financial Planning
College for Financial Planning 1984 - 1986
Certified Financial Planner, Financial Planning
Bentley University 1978 - 1980
Master of Science, Taxation
Bentley University 1973 - 1975
Bachelor of Science, AccountingHighest Honors
Ohio Wesleyan University 1971 - 1973
none, Economics/music pianistTransferred to Bentley College in 1973
Norwood High School 1967 - 1971
Skills:
Commonwealth of Mass/Rhode Island Individual Producer License for Health Life and Variable Insurance since 2000 General Securities Representative Series 7 License since 1999 Uniform Combined State Law Examination Series 66 License since 1999
Wesley Rickard 1934 graduate of Lahainaluna High School in Lahaina, HI is on Memory Lane. Get caught up with Wesley and other high school alumni from Lahainaluna High ...