Release Date: October 13, 2017
Orleans, MA – Dorothy A. Savarese, Cape Cod Five’s President and CEO, is pleased to announce three promotions in the Bank’s Trust and Asset Management department. Savarese said, “Our talented team of Wealth Management professionals continues to grow and develop in order to provide clients with the personalized service they have come to expect from Cape Cod Five. These three women are key members of that team, demonstrating leadership and dedication to helping our customers achieve all of their financial goals."
Alison Benz Czuchra, Vice President, has been promoted to Chief Fiduciary Officer. Alison joined Cape Cod Five in 2011 and has 30 years of experience in wealth management and fiduciary services. Prior to joining the Bank, Alison served as Vice President and Manager of Estate Settlement and Trust Administration at a regional financial institution.
Alison has a degree in Economics from Trinity College and earned the designation of Certified Trust and Financial Advisor (CTFA) from the American Bankers Association’s National Graduate Trust School at Northwestern University. She is a member and past President of the Estate Planning Council of Cape Cod.
Debra Anderson has been promoted to Vice President and Estate Officer. Debra joined the Bank in 2013 and has over 35 years of experience in the financial services industry, including significant experience specializing in estate and trust administration and building client relationships. Prior to joining Cape Cod Five, Debra worked for a regional financial institution.
Debra earned the designation of Certified Trust and Financial Advisor (CTFA) from Cannon Trust School and has an Associate’s Degree in Business Management from Cape Cod Community College. She is a member and past President of the Estate Planning Council of Cape Cod.
Additionally, Jennifer Bouthillier, Vice President, was promoted to Senior Wealth Management Officer. Jennifer joined the Bank in 2009 and has over 20 years of financial services experience. Jennifer’s prior experience includes client relationship management, coordinating investments and tax planning and trust services.
Jennifer attended the University of Massachusetts Amherst where she earned a Bachelor of Arts degree. In addition, she earned the Certified Financial Planner (CFP) designation and holds FINRA licenses (series 7, 9, 10, 63 and 65).