William Logan Email & Phone Number
Senior Vice President, Wealth Management @ Cambridge Trust Company
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William Logan Location
- Boston, MA, US
William Logan Work
- 2023 -now Senior Vice President, Wealth Management @
- 2020 -2023 Senior Financial Consultant @
- 2018 -2020 Head of Private Banking and Brokerage @ Ledyard Financial Advisors
- 2015 -2018 Senior Vice President, Citizens Private Wealth Management @
- 2006 -2014 Relationship Manager @
- 1998 -2006 Portfolio Manager and Team Leader @
- 1996 -1998 Vice President and Trust Officer @
- 1993 -1996 Assistant Vice President and Business Development @
William Logan Education
- Providence College
Bachelor of Arts
- Boston University
CFP Program (School of Financial Management)
- Cannon Financial Institute
Certified Wealth Strategist®
William Logan Summary
- William Logan, based in Boston, MA, US, is currently a Senior Vice President, Wealth Management at Cambridge Trust. William Logan brings experience from previous roles at Rockland Trust, Ledyard Financial Advisors, Citizens Financial Group, Inc. and Fidelity Investments - Family Office Services. William Logan holds a Bachelor of Arts @ Providence College. William Logan has 1 emails and 2 mobile phone numbers on RocketReach.
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