- JPMorgan Chase (Boston, MA)
- …marking the initial engagement of bank-only clients with Wealth Management . As a Vice President , Private Wealth Planner within JP Morgan Wealth ... experience in delivering all aspects of financial planning, including asset and liability management , asset allocation, diversification, basic trusts & estates,… more
- Main Street Bank (Marlborough, MA)
- …and other members of the Transformation Team, SVP - Marketing & Digital, VP - Director of Technology, department-level managers and Salesforce champions in all ... + Responsible for all aspects of user and license management , including, but not limited to, new user setup/deactivation...+ Access to the local Regus office center with private office space may be arranged if adequate remote… more