Edward Staples Email & Phone Number
Senior Vice President @ Van Liew Trust Company
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Edward Staples Location
- Providence, RI, US
Edward Staples Work
- Senior Vice President @ (January 2006 - Present)
- Vice President and Relationship Manager @ (June 2003 - January 2006)
- Vice President and Trust Officer @ Fleet National Bank (January 1998 - December 2003)
- Vice President @ BankBoston (January 1991 - December 1998)
- Trust Officer @ RI Hospital Trust National Bank (January 1986 - January 1991)
- Conference Sales Manager @ Hilton Hotels (January 1984 - January 1986)
- Various positions @ Rockresorts (January 1979 - January 1984)
Edward Staples Education
- American Banking Association
Certificate Program (trust & estates)
1987-1989 - Hobart and William Smith Colleges
Bachelor of Arts (B.A.) (English Literature)
1973-1977 - barrington high school
Edward Staples Skills
- IRA's
- Estate Planning
- Charities
- Trusts
- Investments
- Asset Management
- Tax
- Planned Giving
- Retirement Planning
- Wealth Management
- Financial Planning
- Portfolio Management
- Equities
- Public Speaking
- Administration
- Private Banking
- Mutual Funds
- Investment Advisory
- 401k
- Probate
- Securities
- Retirement
- Investment Strategies
- Holistic Health
- Strategic Financial Planning
- IRAs
- Fundraising
- Wealth Management Services
- Fiduciary
- Management
- Financial Services
- Asset Allocation
- Finance
- Wealth
- Financial Advisory
- Banking
- Trust Management
- High Net Worth Individuals
- French
- Customer Service
- Microsoft Office
- Microsoft Excel
- Project Management
- Leadership
- Business Development
Edward Staples Summary
- Edward Staples, based in Providence, RI, US, is currently a Senior Vice President at Van Liew Trust Company. Edward Staples brings experience from previous roles at Bank of America, Fleet National Bank, BankBoston and RI Hospital Trust National Bank. Edward Staples holds a 1987 - 1989 Certificate Program in trust & estates @ American Banking Association. With a robust skill set that includes IRA's, Estate Planning, Charities, Trusts, Investments and more. Edward Staples has 1 emails and 3 mobile phone numbers on RocketReach.
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Top Van Liew Trust Company Employees
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Edward Staples
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Kevin Oates
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James Powell
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