Lorrie Leonard Email & Phone Number
Vice President, Relationship Manager @ Rockland Trust
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Lorrie Leonard Location
- Barnstable, MA, US
Lorrie Leonard Work
- Vice President, Relationship Manager @ (January 2008 - Present)
- Vice President, Wealth Advisor @ TD Banknorth (June 2002 - December 2007)
- Vice President, Financial Consultant @ (December 1999 - June 2002)
- Senior Account Manager, Private Bank @ Bank of Boston (January 1988 - December 1999)
Lorrie Leonard Education
- College of Financial Planning
CFP, Financial Planning
2000-2001 - New England's School of Banking, Williams College
Trust Program
1989-1990 - University of Massachusetts Boston
Bachelors (Economics)
1981-1982 - Cape Cod Community College
Associate's degree (Data Processing)
2000-1981 - Cape Cod Community College
Associate's degree (Liberal Arts and Sciences/Liberal Studies)
1989-1978
Lorrie Leonard Skills
- Wealth Management
- Asset Managment
- Trust Services
- Estate Planning
- Asset Management
- Retirement Planning
- Insurance
- Finance
- High Net Worth Individuals
- Loans
- Portfolio Management
- Financial Planning
- Financial Analysis
- Banking
- Business Development
- Customer Service
- Project Management
Lorrie Leonard Summary
- Lorrie Leonard, based in Barnstable, MA, US, is currently a Vice President, Relationship Manager at Rockland Trust Company. Lorrie Leonard brings experience from previous roles at TD Banknorth, Merrill Lynch and Bank of Boston. Lorrie Leonard holds a 2000 - 2001 CFP, Financial Planning @ College of Financial Planning. With a robust skill set that includes Wealth Management, Asset Managment, Trust Services, Estate Planning, Asset Management and more. Lorrie Leonard has 1 emails and 1 mobile phone numbers on RocketReach.
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