JB Marston II

Jb marston ii

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location of JB Marston IIBoston, Massachusetts, United States
Followers of JB Marston II851 followers
  • Timeline

  • About me

    Client Service Specialist

  • Education

    • Quinnipiac university

      2010 - 2015
      Bachelor of arts (ba) liberal arts and sciences/liberal studies

      Activities and Societies: Varsity Lacrosse Player Liberal Arts degree, with a strong background in Sociology, Anthropology, and Philosophy.

  • Experience

    • Cantella & co., inc.

      May 2012 - Aug 2012
      Summer intern- operations associate
    • Laxachusetts

      Jun 2012 - now
      Head/assistant coach
    • Newcove aquaculture

      May 2013 - Mar 2017
      Oyster farm- manager
    • Duxbury youth lacrosse

      Mar 2016 - Jul 2016
      Head coach
    • St. sebastian's school

      Feb 2017 - Jan 2018
      Assistant lacrosse coach/defensive coordinator
    • Cantella & co., inc.

      Mar 2017 - Jun 2022
      • Transition Specialist

        Jan 2020 - Jun 2022
      • Operations Associate

        Mar 2017 - Jan 2020
    • Fidelity investments

      May 2022 - Jan 2025
      • Client Service Manager II

        Apr 2024 - Jan 2025
      • Client Service Manager I

        May 2022 - Apr 2024
    • Munroe morrow wealth management

      Jan 2025 - now
      Client service specialist

      Our team has over 50 years of collective experience and we are dedicated to the highest level of personalized service.We go beyond typical wealth management. Our Team provides all-encompassing financial advice and outstanding asset management solutions, so our clients can confidently pursue their financial goals.To learn more about Munroe Morrow Wealth Management, please visit https://www.mmwealthmanagement.com/

  • Licenses & Certifications

    • Series 7

      Finra
      May 2021
    • Series 66

      Finra
      Jun 2025
    • Series 99

      Finra
      Mar 2017
  • Volunteer Experience

    • Big Brother

      Issued by Big Brothers Big Sisters of Eastern Massachusetts on Jul 2020
      Big Brothers Big Sisters of Eastern MassachusettsAssociated with JB Marston II