Robert Boon Email & Phone Number
Wealth Management Consultant @ South Shore Bank
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Robert Boon Location
- Hanover, NH, US
Robert Boon Work
- 2024 -now Wealth Management Consultant @
- 2012 -2022 Managing Director @ Mascoma Wealth Management LLC - Mascoma Bank
- 2007 -2012 EVP and Managing Director @ Ledyard Financial Advisors
- 2004 -2007 EVP and Managing Director Wealth Management @
- 1985 -2004 EVP @ CCBT Financial Companies
- 1979 -1985 AVP Capital Markets @
Robert Boon Education
- MIT Sloan School of Management
(Executive Management Program)
2002-2003 - Bowdoin College
BA
1973-1977 - Tabor Academy 1969-1973
Robert Boon Skills
- Portfolio Management
- Wealth Management
- Investments
- Equities
- Asset Managment
- Fixed Income
- Asset Allocation
- Capital Markets
- Alternative Investments
- Banking
- Investment Strategies
- Mutual Funds
- Bonds
- Series 7
- Asset Management
- Private Banking
- Financial Advisory
- Wealth Management Services
- Financial Services
- Trading
- FINRA
- High Net Worth Individuals
- Wealth
- Loans
- ETFs
- Investment Management
- Commercial Lending
- Series 63
- Investment Advisory
- Commercial Banking
- Leadership
- Strategic Planning
- Financial Analysis
- Project Management
- Marketing Communications
Robert Boon Summary
- Robert Boon, based in Hanover, NH, US, is currently a Wealth Management Consultant at South Shore Bank. Robert Boon brings experience from previous roles at Mascoma Wealth Management LLC - Mascoma Bank, Ledyard Financial Advisors, TD Bank and CCBT Financial Companies. Robert Boon holds a 2002 - 2003 MIT Sloan School of Management. With a robust skill set that includes Portfolio Management, Wealth Management, Investments, Equities, Asset Managment and more. Robert Boon has 3 emails and 4 mobile phone numbers on RocketReach.
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Top South Shore Bank Employees
Lynn Tempesta
VP and IT Operations Manager
Weymouth, MA, US
Robert Boon
Wealth Management Consultant
Hanover, NH, US
Shawn George
Treasury Management Officer
Boston, MA, US
John Mannion
Corporator
Boston, MA, US
Julie Heapes
Director of Facilities Design and Security
Weymouth, MA, US
Joanne Tully
Community Relations Officer
Braintree, MA, US
Michael Minicucci
Team Leader
Boston, MA, US
Susan Kelly
Vice President
Braintree, MA, US
Heather Wilson
Vice President, Commercial Lending Officer
Kingston, MA, US
Niki Ghosh
Social Media and Content Manager
Boston, MA, US
Bosah Arah
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