Robert Mckenzie Email & Phone Number

Robert Mckenzie Email & Phone Number

Senior Client Advisor and Chief Compliance Officer @ Boston Research and Management

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Robert Mckenzie's Location

Massachusetts, United States

Robert Mckenzie's Work

  • Senior Client Advisor and Chief Compliance Officer @ Boston Research and Management
  • Senior Relationship Manager @ Wells Fargo/Wachovia Bank/Tanager Financial Services
  • Tax Manager @ Woodstock Corporation (Multi-Family Office)
  • 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.
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