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Jimmy McCarriston

Jimmy McCarriston is a finance professional who previously worked as a Finance Intern at Compass Point Retirement Planning, Inc.1 He studied finance and statistics at The University of Vermont, specifically at the UVM Grossman School of Business and the UVM College of Engineering and Mathematical Sciences.2

After his internship at Compass Point Retirement Planning, Inc., McCarriston's career progressed. He later became a Senior Investment Analyst at Gallagher.2 His professional experience also includes roles as a Registered Representative at Independent Financial Group from September 2019 to July 2023, based in Wakefield, MA.3

McCarriston has shown interest in various aspects of finance, including retirement planning and investment analysis. His educational background and work experience demonstrate a focus on developing expertise in financial services and analysis.23

Highlights

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