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… Joe held the role of senior vice president & trust counsel for a local investment firm. In this role, Joe was … responsibility at both national and regional trust companies. Joe holds a Juris Doctor degree from Tulane … in Psychology from Fordham University. In addition, Joe has completed the New England School of Banking Trust Program …
… of banking experience, with twenty-eight years working in commercial lending. He has extensive knowledge and … experience working with small business, middle market, commercial and industrial (C&I) and commercial real estate … covering Southeastern Massachusetts. He is responsible for developing and managing a portfolio of customers across …
… Cod 5 Business Bill Pay: ACCESS the Get Started Guide for instructions WATCH an informative demo LEARN answers to FAQs If you haven’t …
… Kate has worked in the banking industry for over twenty-five years and has substantial knowledge and experience working with commercial customers on Nantucket. In her role as Commercial Loan Officer at Cape Cod 5, Kate manages a …
… security are our top priority. With a focus on delivering competitive risk-adjusted returns with lower volatility and … process 20 years of industry experience on average for each Investment Officer 70% of Investment Team have … 16 16 industry designations, including – CFA, CFP®, CPA, ChFC®, CIMA, AFIM® Meet our Team Get to know our wealth …
… Rachael serves as Chief Wealth Management Officer for Cape Cod 5, overseeing all aspects of the Bank's Wealth … 5, and provides strategic leadership focused on delivering comprehensive, client-centered solutions. Rachael is deeply committed to ensuring an exceptional client experience, …
… ) designation. She graduated with an Associate’s Degree in Communication from Cape Cod Community College. A native Cape Codder, Kristin and her … currently reside in Brewster. She volunteers her time for many local community organizations, including Habitat …
… Serving Harwich NMLS# 21461 532 Route 28 Harwich Port, MA 02646 Office: 508-247-2533 Mobile: 508-360-1975 Fax: … Prior to joining Cape Cod 5, she worked as a Loan Officer for several local mortgage companies. Kellie completed course work at Cape Cod …
… 2021 Community Impact Swipe Left or Right 2021 Community Impact Swipe Left or Right 2021 Community Impact … in our communities. Click through each below to see our efforts to make a difference for those who live and in work in …
… lending experience, most of which was gained on Cape Cod. For Sam, who always valued the benefits inherent in local … Cod 5 in 2008 was an easy decision when management of her former bank was sold and transferred to a distant location. … affiliations, Sam is actively engaged in the local community. She actively supports the Rotary Club of Hyannis …
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