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… MA – Cape Cod Five received its 9th consecutive Outstanding rating on the Community Reinvestment Act (CRA) Performance Evaluation by the FDIC and Massachusetts Division of Banks. “Our Outstanding CRA rating is one indicator that we are successfully …
… Phone 508-247-2330 Serving Nantucket, Martha's Vineyard and Southeastern Massachusetts In April 2009 Jennifer joined Cape Cod 5’s Trust and Asset Management team as a Wealth Management Officer and currently serves as a Senior Financial Advisor. Her …
… she brings more than 20 years of experience in the wealth and financial services industry. She works closely with clients to understand their individual goals and develop thoughtful, personalized strategies to help them …
… has over nineteen years of experience in commercial lending and commercial real estate. Prior to joining Cape Cod 5 in 2013, he worked at a commercial bank in California and earlier in his career he completed a financial … at Cape Cod 5, Chris manages a diverse loan portfolio and handles all facets of lending. Chris earned a bachelor’s …
… her career with Cape Cod 5 in 2008. She joined the Trust and Asset Management Department in 2012. Holly quickly advanced to Trust Administrative Manager and her current position of Wealth Management Officer. … Massachusetts Amherst with an Associate of Science degree and continued on to graduate from The New England School of …
… Mutual funds, annuities, individual stocks and bonds, and life insurance are available at Cape Cod Five locations. Investment products and services are offered through INFINEX INVESTMENTS, INC. …
… Serving Centerville, Mashpee, Falmouth, Martha’s Vineyard, Sandwich, Wareham, Pinehills and Plymouth Anca is an experienced wealth management … services industry. She demonstrates the highest ethical standards in her work with clients, helping them navigate …
… Bryan Covington joined Cape Cod 5 in May of 2013 and became a Residential Mortgage Loan Officer in 2017 … MA. He is active member of Cape Cod Young Professionals and has volunteered with Housing Assistance Corp. Prior to … anything outdoors; golf, fishing, running, hiking, skiing and the beach. …
… Bryan Covington joined Cape Cod Five in May of 2013 and became a Residential Mortgage Loan Officer in 2017 … MA. He is active member of Cape Cod Young Professionals and has volunteered with Housing Assistance Corp. Prior to … anything outdoors; golf, fishing, running, hiking, skiing and the beach. …
… give to our families is a commitment to financial stability and security – so stick to those credit card payoff plans, keep working toward that emergency savings goal and enjoy your generosity within a planned budget. Here are …
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