Employment

Represents

  • Managing Director Senior Wealth Strategist at Boston Private
  • Chairman & CEO at First Independence Bank
  • Chief People and Places Officer at Finastra
  • Head of Strategic Business Development (Wealth Management & Trust) at Boston Private
  • Partner, Director of Taxable Research at NEPC
  • CEO at Finastra
  • Head of Product Strategy, North American Community Markets at Finastra at Finastra
  • Sr Product Analyst, Product & Technology Operations - Retail Banking at Finastra
  • Principal Solutions Consultant, Payments at Finastra
  • Executive Vice President, Americas at Finastra
  • Head of Payments at Finastra
  • Chief Innovation Officer at Finastra
  • Vice President & Sales Manager at Finastra
  • Senior Vice President & General Manager, US Retail & Lending at Finastra
  • Vice President, Sales & Managing Director at Finastra
  • Vice President, Lending Product Management, Development & Compliance at Finastra
  • Vice President, Product Management at Finastra
  • SVP, Chief Risk Officer and Audit Executive at Finastra
  • Regional Managing Director at Finastra
  • Senior Porfolio Manager at Boston Private
  • President, Private Banking, Wealth & Trust at Boston Private
  • Managing Director & Senior Portfolio Manager at Boston Private
  • Director of Financial Planning, Senior Wealth Advisor at Boston Private
  • Chief Investment Officer at Boston Private
  • National Director of Private Client Lending at Boston Private
  • Chief Investment Officer at Boston Private
  • Managing Director & Senior Portfolio Manager at Boston Private
  • Senior Business Development Officer and Client Advisor at Boston Private
  • Managing Director at Boston Private
  • Executive Managing Director & Chief Fiduciary Officer at Boston Private