Tax Manager and Risk Manager @ Crestar Bank (now SunTrust Bank)
Tax Manager @ First National Bank of Boston (now Bank of America)
Robert Mckenzie's Education
Boston University School of Law
Master of Laws (LLM) (Tax Law/Taxation)
1978 - 1981
Franklin Pierce Law Center (now UNH School of Law)
Juris Doctor (J.D.) (Law)
1974 - 1977
University of New Hampshire - Whittemore School of Business and Economics
Bachelor of Science (BS) (Business Administration, Management and Operations)
1970 - 1974
Kingswood Regional High School
1966 - 1970
National Graduate Trust School
American Bankers Association Certificate (Trusts and Estates)
Robert Mckenzie's Skills
Estate Planning
Trusts
Tax
Relationship Management
Wealth Management
Financial Services
High Net Worth Individuals
Robert Mckenzie's Summary
Robert McKenzie, based in Massachusetts, United States, is currently a Senior Client Advisor and Chief Compliance Officer at Boston Research and Management, bringing experience from previous roles at Wells Fargo/Wachovia Bank/Tanager Financial Services, Woodstock Corporation (Multi-Family Office), Crestar Bank (now SunTrust Bank) and First National Bank of Boston (now Bank of America). Robert McKenzie holds a 1978 - 1981 Master of Laws (LLM) in Tax Law/Taxation @ Boston University School of Law. With a robust skill set that includes Estate Planning, Trusts, Tax, Relationship Management, Wealth Management and more, Robert McKenzie contributes valuable insights to the industry. Robert McKenzie has 1 email on RocketReach.