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James Rich Location
Saugus, MA, US
James Rich Work
Senior Vice President and Team Leader, Eastern Bank Wealth Management @ (October 2011 - Present)
Senior Vice President, Wealth Management @ People's United Bank (July 2011 - October 2011)
Senior Vice President and Senior Trust Officer @ (February 2010 - July 2011)
Senior Vice President and Senior Trust Officer @ Beverly National Bank (acquired by Danversbank) (May 1982 - February 2010)
James Rich Education
Colgate University
B.A.
Chelmsford High School
Albany Law School
JD (Law)
James Rich Skills
Wealth Management
Investment Management
Retirement Planning
Trust Services
Investments
Financial Advisory
Portfolio Management
High Net Worth Individuals
Investment Advisory
Asset Management
Microsoft Office
Risk Management
Trusts
Customer Service
Finance
Project Management
James Rich Summary
James Rich, based in Saugus, MA, US, is currently a Senior Vice President and Team Leader, Eastern Bank Wealth Management at Eastern Bank. James Rich brings experience from previous roles at People's United Bank, Danversbank (acquired by People's United Bank) and Beverly National Bank (acquired by Danversbank). James Rich holds a B.A. @ Colgate University. With a robust skill set that includes Wealth Management, Investment Management, Retirement Planning, Trust Services, Investments and more. James Rich has 2 emails and 1 mobile phone numbers on RocketReach.
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