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… 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 … as Venmo and Zelle. Even if you believe the charity to be honest, play it safe and go to its website yourself rather … validate a charity’s legitimacy. The following four are recommended by the Federal Trade Commission (FTC): …
… 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 Stonehill College and an MBA from Bryant University. In …
… 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 …
… Investment Officer after a successful career in the fixed income asset management division of a leading national … Most recently, Nancy completed a Boston University capstone course in financial planning and passed the Certified Financial Planner exam, making her a candidate for the CFP® certification. Nancy grew up on the New Jersey …
… Officer, Estate Settlement. In her role, Christine leads efforts to provide guidance and support to clients navigating the complexities of estate settlement and asset transitions. As … Planning Council of Cape Cod. She is actively involved with Community Autism Resources. Christine grew up on Cape Cod …
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