Richard Dewitt Email & Phone Number
Senior Financial Advisor @ The Cape Cod Five Cents Savings Bank
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Richard Dewitt Location
- Edgartown, MA, US
Richard Dewitt Work
- Senior Financial Advisor @ The Cape Cod Five Cents Savings Bank (October 2018 - Present)
- Managing Consultant and Senior Vice President @ (July 2006 - September 2018)
- Managing Director @ (January 2004 - January 2005)
- Managing Director @ Deutsche Bank Securities (January 1986 - September 2004)
- Vice President @ Bear Stearns (January 1984 - January 1985)
- Vice President @ (January 1982 - January 1984)
Richard Dewitt Education
- Plymouth State University
(Business, Management, Marketing, and Related Support Services)
- University of Rochester
Richard Dewitt Skills
- Investments
- Asset Managment
- Wealth Management
- Securities
- Mutual Funds
- Series 7
- Retirement Planning
- Estate Planning
- Financial Services
- Alternative Investments
- Retirement
- Asset Management
- Financial Planning
- Asset Allocation
- Portfolio Management
- Equities
- Hedge Funds
- Capital Markets
- Management
- Risk Management
- Fixed Income
- Investment Advisory
- Banking
- Strategy
- Financial Modeling
- Financial Advisory
- Sales Process
- Business Development
- Strategic Planning
- Sales Management
- Trading
Richard Dewitt Summary
- Richard Dewitt, based in Edgartown, MA, US, is currently a Senior Financial Advisor at The Cape Cod Five Cents Savings Bank. Richard Dewitt brings experience from previous roles at Cannon Financial Institute, Inc., WR Hambrecht, Deutsche Bank Securities and Bear Stearns. Richard Dewitt holds a Plymouth State University. With a robust skill set that includes Investments, Asset Managment, Wealth Management, Securities, Mutual Funds and more. Richard Dewitt has 1 emails and 2 mobile phone numbers on RocketReach.
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