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Jim Boulay


Wealth Management & Financial Planning | Managing Shareholder at Lutz
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Jim Boulay's Contact Information

Email (work) ******* lutz.us
LinkedIn URL linkedin.com/in/jim-cen fp-cap-sor
Tel. (Company) +1 402-496-XXXX
Company Lutz
Residence United States, Florida, Lutz
Last updated 2024-08-25
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Owners & Partners are responsible for running businesses according to established policies while taking into account legal obligations as well as economic conditions.
Other job titles include Business Operator or Entrepreneur.
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Jim Boulay's current details

Current Title
Wealth Management & Financial Planning | Managing Shareholder
Type of Role
Owner & Partner
 just 4% from United States work as a Owner & Partner
Job functions
Finance
Job Seniority
Owner
  5% from United States are employed in Owner
Current Industry
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Location
United States, Florida, Lutz
Experience (tracked since 2018)
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▪ c ens oredce experience as Wealth Management & Financial Planning | Managing Shareholder
LinkedIn profile
linkedin.com/in/jim-cen fp-cap-sor


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Company "Lutz"

Company name
Lutz
Company size
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Year Founded
1980
Website
http://www.lutz.us
Linkedin Profile
https://linkedin.com/company/lcen zsor
Industrial Field
Bookkeeping and Accounting Services
Headquarter
United States, Nebraska, Omaha
Full Company Profile
Lutz

Jim Boulay's Work History
data available since 2018

  • 2024 (a few months)
    Lutz
    United States
    Wealth Management & Financial Planning | Managing Shareholder
    Asset Management, Investment Management and Portfolio Development
    Lutz
    https://linkedin.com/company/lutz-
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Frequently asked questions

What company does Jim Boulay work for?
Jim Boulay is working for Lutz
What is Jim Boulay's title at Lutz?
Jim's title is , Wealth Management & Financial Planning | Managing Shareholder
What is Jim Boulay's Seniority at Lutz?
Jim Boulay has been with Lutz for a few months and is in Owner
For how long is Jim Boulay working as a Wealth Management & Financial Planning | Managing Shareholder?
Jim Boulay has a few months experience as Wealth Management & Financial Planning | Managing Shareholder.
What are Jim Boulay's functions as a Wealth Management & Financial Planning | Managing Shareholder ?
Jim Boulay is responsible for Finance, Ocensoredc
What is Jim Boulay's company phone number?
Jim Boulay's company phone number is +1 402-496-****
What is Jim Boulay's email contact?
Jim Boulay's email address is *******@lutz.us
What is Jim Boulay's LinkedIn profile ?
Jim Boulay's LinkedIn profile can be found at https://linkedin.com/in/jim-***cfp-cap-***

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