• Private Banking Business

    Eastern Bank (Burlington, MA)
    Oversees business development team and the achievement...of training and work experience. + Minimum 8+ years business banking /commercial or private ... banking , specialized deposits division. Supports the Bank's Private Banking delivery and Cross Collaboration efforts....well as an individual producer. + Participates in new business development activities with prospective and existing… more
    Eastern Bank (09/05/24)
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  • Wealth Advisor

    M&T Bank (Manchester, NH)
    …to all resources and solutions of the firm.Work closely with Client Managers, Private Banking , Investment Advisors and Fiduciary Advisors to assess client's ... the retention and expansion of an assigned book of business . Consults and coordinates on the delivery of solutions...based on the analysis. + Responsible for leading the development of sales strategies to grow client base .Promote… more
    M&T Bank (07/10/24)
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