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Roberta Anderson Location
Greenwich, CT, US
Roberta Anderson Work
Vice President - Investments @ (March 2024 - Present)
Senior Vice President - Head of Private Banking @ (September 2012 - September 2022)
Regional Private Banking Manager @ (September 2009 - July 2012)
SVP and Partner @ (January 1991 - September 2009)
VP, Commercial Lender @ (June 1986 - November 1991)
Roberta Anderson Education
ABA Stonier Graduate School of Banking 2013-2015
The University of Connecticut School of Business
Master of Business Administration (MBA)
1989-1991
Fairfield University
Bachelor of Science - BS
1982-1986
Roberta Anderson Skills
Credit
Strategic Financial Planning
Loans
Private Banking
Investment Management
High Net Worth Individuals
Insurance
Wealth
Series 7
Commercial Lending
Portfolio Management
Wealth Management
Management
Vt
Banking
Mortgage Lending
New Business Development
Customer Service
Financial Analysis
Sales
Roberta Anderson Summary
Roberta Anderson, based in Greenwich, CT, US, is currently a Vice President - Investments at Merritt Point Wealth Advisors. Roberta Anderson brings experience from previous roles at People's United Bank, Wells Fargo, Wachovia Wealth Management and The Chase Manhattan Bank. Roberta Anderson holds a 2013 - 2015 ABA Stonier Graduate School of Banking. With a robust skill set that includes Credit, Strategic Financial Planning, Loans, Private Banking, Investment Management and more.
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