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Kevin Stiles Location
Boston, MA, US
Kevin Stiles Work
Senior Trust Advisor @ (May 2023 - Present)
Kevin Stiles- Principal @ Kevin Stiles- Trust Advisor (January 2016 - June 2023)
Philanthropic Management Client and Business Executive @ (February 2012 - January 2016)
Northeast Executive- Philanthropic Management @ (September 2007 - April 2012)
National Estate Settlement Executive @ (January 2004 - September 2007)
Chief Fiduciary Officer @ Fleet National Bank (January 2001 - December 2003)
Chief Fiduciary Officer @ BankBoston (January 1998 - February 2001)
Rhode Island Private Clients Group Market Director @ (January 1994 - January 1997)
President- Personal Trust Services @ (January 1992 - January 1994)
Kevin Stiles Education
Georgetown Law
Juris Doctor (Tax Law/Taxation)
College of the Holy Cross
Bachelor of Arts (B.A.) cum laude (Politicial Science)
Georgetown University
US Air Force ROTC
Kevin Stiles Skills
Charitable Trusts
Microsoft Office
High Net Worth Individuals
Finance
Marketing Strategy
Securities
Wealth Management
Asset Management
Microsoft Word
Banking
Project Management
Personal Trust Administration
Financial Services
Microsoft Excel
Management
Social Media
Risk Management
Asset Allocation
Portfolio Management
Business Strategy
Financial Risk
Investments
Trusts
Kevin Stiles Summary
Kevin Stiles, based in Boston, MA, US, is currently a Senior Trust Advisor at Northeast Private Trustees. Kevin Stiles brings experience from previous roles at Kevin Stiles- Trust Advisor, Bank of America Private Bank and U.S. Trust. Kevin Stiles holds a Juris Doctor in Tax Law/Taxation @ Georgetown Law. With a robust skill set that includes Charitable Trusts, Microsoft Office, High Net Worth Individuals, Finance, Marketing Strategy and more. Kevin Stiles has 3 emails and 2 mobile phone numbers on RocketReach.
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