Position:
Vice President, Trust & Planned Giving Officer at Boston Private Bank & Trust Company
Work:
Boston Private Bank & Trust Company
- Greater Boston Area since Oct 2012
-
Vice President, Trust & Planned Giving Officer
State Street Global Advisors
- Boston, MA Oct 1998 - Sep 2012
-
Senior Relationship Manager, Charitable Asset Management
Education:
ABA Graduate Trust School 2004 - 2005
Dickinson College 1986 - 1990
Bachelor of Arts, Economics
Skills:
Asset Managment, Wealth Management, Investments
Certifications:
Certified Trust and Financial Advisor (CTFA), American Bankers Association