Bank of America Plainville,Massachusetts
Career Focus Mortgage Industry professional with years of loan processing experience and comprehensi...
Sr. Fiduciary Adviser
Wilmington Trust Plainville,Massachusetts
management evaluation background Strong sense of banking ethics Reliable MS Excel expert Cash flow analysis...whether life changes , economic developments or financial performance indicated a need for plan revision
Licensed Relationship Banker
Citizens Financial Group Plainville,Massachusetts
understanding their financial needs and recommending and opening appropriate products and services . Advised...other security holdings , financial situation and needs , financial status , tax status ...Skills FINRA Series 6 License Compliance , banking laws and regulations Comparable acquisition analysis
Putnam Investments Plainville,Massachusetts
draw on my extensive experience in clerical , banking and mutual fund business . Highlights Strong...assessment Account reconciliations Cash handling Financial analysis Detail - oriented MS Excel expert Bank... , reconcile and prepare bank deposit and financial reporting . Education Camden County College
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