Business Description
Professional experiences include: Private Banker within Cambridge Trust wealth management. We cater to high net-worth individuals. Our services include an active wealth approach consisting of each of the following in a holistic view: invest, borrow, spend, protect, and manage. We work with clients around tax planning, estate planning, and planned giving (philanthropy) and more. I also have a specialty acting as an Escrow Agent, when parties are in need of a neutral third party to hold funds or securities.
