Senior Vice President, Regional Trust Executive at US Trust
Location:
Greater Boston Area
Industry:
Financial Services
Work:
US Trust since Feb 2009
Senior Vice President, Regional Trust Executive
Beverly Bootstraps 2012 - 2013
Volunteer
Bank of America, US Trust Nov 2004 - Feb 2009
Senior Vice President, Market Trust Director
Bank of America Dec 1999 - Nov 2004
Vice President, Trust Officer
Bank of America (Bank of Boston) Oct 1995 - Apr 1997
Vice President, Tax Consultant
Education:
College of Financial Planning 2001 - 2002
Certified Financial Planner, CFP Preperation
ABA National Trust and National Graduate Trust School 1999 - 2001
Bentley University 1992 - 1998
MBA with Honors, Taxation
Salem State University 1981 - 1986
BS, Marketing, Accounting