Kathleen Pierce

Accounting-Surplus Lines Tax Compliance at Proctor Financial, Inc. - Sherborn, MA, US

Kathleen Pierce's Colleagues at Proctor Financial, Inc.
Melvin White

Loss Draft Claim Specialist

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Virginia Pancake

Loan Servicing Specialist

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Jill Kitchen

Customer Service Specialist

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Karen Rissman-Miscovich

Business Analyst

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Abbey Schwantes

Human Resources Administrative Assistant

Contact Abbey Schwantes

Laurie Wilkins

Claims Manager

Contact Laurie Wilkins

Melvin White

Loss Draft Claim Specialist

Contact Melvin White

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Kathleen Pierce's Contact Details
Email (Verified)
***@pfic.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
781-235-0405
Location
Troy, Michigan, United States
Company
Proctor Financial, Inc.
Kathleen Pierce's Company Details
Proctor Financial, Inc. logo, Proctor Financial, Inc. contact details

Proctor Financial, Inc.

Sherborn, MA, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

Proctor Financial provides a sense of security and confidence to our clients by taking over the day-to-day investing decisions that most people dread, and ultimately, ignore. By freeing our clients of this responsibility, they are able to enjoy their lives more fully. And by using our proprietary TCMTM system when managing investments, Proctor Financial is able to deliver an individually customized money management solution not found anywhere else. (For a more complete discussion of how our TCM system works, visit www.ProctorFinancial.com.) Unlike most firms, however, we view our relationships with our clients holistically. Proctor Financial goes beyond just investment management services, taking the extra steps necessary in retirement planning to truly give our clients peace of mind.

Preparing clients for retirement Creating a cash flow stream in retirement Creating more stable investment porfolios Developing enhanced investment notes Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
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Frequently Asked Questions about Kathleen Pierce
Kathleen Pierce currently works for Proctor Financial, Inc..
Kathleen Pierce's role at Proctor Financial, Inc. is Accounting-Surplus Lines Tax Compliance.
Kathleen Pierce's email address is ***@pfic.com. To view Kathleen Pierce's full email address, please signup to ConnectPlex.
Kathleen Pierce works in the Investment Bank/Securities Brokerage industry.
Kathleen Pierce's colleagues at Proctor Financial, Inc. are Melvin White, Virginia Pancake, Jill Kitchen, Karen Rissman-Miscovich, Abbey Schwantes, Laurie Wilkins, Melvin White and others.
Kathleen Pierce's phone number is 781-235-0405
See more information about Kathleen Pierce