Fran Simoni
Geen lopende functies
Profiel
Ms. Fran Simoni is Principal at Heritage Financial Services, Inc. (Massachusetts).
Prior to joining Heritage, Ms. Simoni worked for 20 years at Polaroid Corporation, starting on the assembly line and working her way up to an administrative assistant.
She retired from Polaroid in 1993.
Ms. Simoni primary functions include maintaining and organizing our client files, as well as assisting all members of the team with the daily functions of the office.
Eerdere bekende functies van Fran Simoni
| Bedrijven | Functie | Einde |
|---|---|---|
Polaroid Corp.
 Polaroid Corp. Electronics/AppliancesConsumer Durables Polaroid Corp. designs, develops, manufactures and markets instant and digital imaging products. It also offers photographic hardware accessories and instant cameras. The company was founded in 1937 and is located in Waltham, MA. | Corporate Officer/Principal | 31-12-1993 |
Heritage Financial Services LLC
 Heritage Financial Services LLC Investment ManagersFinance Heritage Financial Services LLC (Heritage) is a SEC-registered investment advisor and wealth management firm headquartered in Westwood, Massachusetts. The firm was founded by Charles S. Bean III in 1996 and became a limited liability company in 2014. They are a subsidiary of Heritage Financial Services, Inc. Heritage provides asset management and financial planning services to both high net-worth and non-high net worth individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, endowments and foundations. | Corporate Officer/Principal | - |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Heritage Financial Services LLC
Heritage Financial Services LLC Investment ManagersFinance Heritage Financial Services LLC (Heritage) is a SEC-registered investment advisor and wealth management firm headquartered in Westwood, Massachusetts. The firm was founded by Charles S. Bean III in 1996 and became a limited liability company in 2014. They are a subsidiary of Heritage Financial Services, Inc. Heritage provides asset management and financial planning services to both high net-worth and non-high net worth individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, endowments and foundations. | Finance |
Polaroid Corp.
Polaroid Corp. Electronics/AppliancesConsumer Durables Polaroid Corp. designs, develops, manufactures and markets instant and digital imaging products. It also offers photographic hardware accessories and instant cameras. The company was founded in 1937 and is located in Waltham, MA. | Consumer Durables |
