Claudia Bender Email & Phone Number
Relationship Manager - Investment Management Group
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Claudia Bender Location
- Marion, MA, US
Claudia Bender Work
- 2021 -now Relationship Manager - Investment Management Group @ Rockland Trust
- 2016 -2020 Wealth Management Advisor @
- 2011 -2014 Vice President at Morgan Stanley Private Bank @
- 2007 -2011 Wealth Management Banker, Vice President @
- 2006 -2007 Registered Representative @ New York Life
- 2003 -2005 Graduate Research Assistant @ Boston University
Claudia Bender Education
- Boston University
Financial Planning Certificate
2012-2012 - Boston University
MA (Neuroscience)
2003-2005 - Connecticut College
Bachelor's degree (PSYCHOLOGY)
1996-2000 - Connecticut College
BA (Psychology)
1996-2000
Claudia Bender Skills
- Organization Skills
- Relationship Development
- Problem Solving
- Microsoft Office
- Interpersonal Communication
- Financial Markets
- Investment Strategies
- Customer Acquisition
- Investment Advisory
- Financial Reporting
- Private Banking
- Commercial Banking
- Mortgage Lending
- Insurance
- Financial Analysis
- Loans
- Retirement Planning
- Communication
- Equities
- Portfolio Management
- Investments
- Wealth Management
- Asset Managment
- Series 7
- Financial Advisory
- Strategic Financial Planning
- Series 63
- Credit Analysis
- Financial Modeling
- Credit
- Asset Allocation
- Financial Services
- Mutual Funds
- Asset Management
- Financial Planning
- Finance
- Banking
Claudia Bender Summary
- Claudia Bender, based in Marion, MA, US, is currently a Relationship Manager - Investment Management Group at Rockland Trust. Claudia Bender brings experience from previous roles at Eastern Bank, Morgan Stanley, Bank of America Merrill Lynch and New York Life. Claudia Bender holds a 2012 - 2012 Financial Planning Certificate @ Boston University. With a robust skill set that includes Organization Skills, Relationship Development, Problem Solving, Microsoft Office, Interpersonal Communication and more. Claudia Bender has 2 emails and 1 mobile phone numbers on RocketReach.
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