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… strategies. She has also served as a member of investment committees, tasked with driving asset allocation and … Planner™ (CFP®) certification in 2006. Active in the community, Rachael has served as the Treasurer for the Cape Cod Community College Educational Foundation …
… Coordinator, and previously worked in retail banking for a national bank. Daniela moved from Brazil to Cape Cod … from Barnstable High School in 2009, she attended Cape Cod Community College. Daniela is multilingual and very passionate about serving the Latino Hispanic community on Cape Cod. As an immigrant herself, she …
… work as a branch manager and assistant branch manager before joining the residential mortgage team. Lauren has often been recognized for her achievements in customer satisfaction and her strong … her family relocated to Nantucket in 2005 and are active community volunteers. …
… typically have the same hallmarks, so be on the lookout for the following red flags: Payment limitations or … validate a charity’s legitimacy. The following four are recommended by the Federal Trade Commission (FTC): www.give.org www.charitynavigator.org …
… area has helped Jim distinguish himself as a lender known for helping people own and stay in their homes. Jim earned a … their two sons there. Jim is actively involved in the community and has served as President of the Wareham Community Associates, board member of the Gleason Family …
… in 2012. Prior to that he worked as an equity analyst for an insurance company. Craig holds degrees in Finance and Economics from …
… Cape Cod 5’s Wealth Management team, Ben was responsible for and oversaw all taxable fixed income trading within the Private Bank at his previous … has extensive background and knowledge in managing fixed income instruments and their role in the total portfolio …
… Dennis NMLS# 423203 688 Main Street South Dennis, MA 02660 Office: 508-247-2285 Mobile: 774-487-0861 Fax: … After earning an Associate of Arts degree from Cape Cod Community College, Dawn received a Legal Assistant … title insurance. Dawn previously served as a board member for the Dennis Chamber of Commerce and enjoys …
… Serving Chatham NMLS# 543824 548 Main Street Chatham, MA 02633 Office: 508-247-2138 Mobile: 774-487-0863 Fax: … education includes Boston State College, prior to it becoming University of Massachusetts Boston, and language … volunteers her time to teach homebuyer education classes for the Community Development Partnership in Eastham and the …
… of Cape Cod 5. Dan is a graduate of the New England School for Financial Studies at Babson College and also received a …
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