Boston Safe Deposit and Trust Company

Description

Located in: One Boston PlaceAddress: 1 Boston Pl # 2100, Boston, MA 02108 Phone: (617) 722-7000Website: : : : Hours: Category: Place name: : : : Website: https://www.thebostoncompany.com/web/tbc/our-history Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Boston Safe Deposit & Trust Co Posting publicly on the Web Write a review Reviews 1 Google review

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Boston Safe Deposit and Trust Company Employees

Employee
Years
Job
Industry
Kate Bowman Rosseel Kate Bowman Rosseel Sudbury, Massachusetts Details
Kate Bowman Rosseel's Boston Safe Deposit and Trust Company Experience December 1985 - November 1990
Job Mortgage Specialist at Bank of America
Industry Banking
Experience
Bank of America  November 1990 - Present
Boston Safe Deposit and Trust Company   December 1985 - November 1990
Boston Five Cents Savings Bank  1983 - 1985

Skills
Credit Analysis, Loan Origination, Loans, Refinance, VA loans, FHA, Residential Mortgages, Mortgage Lending, Mortgage Banking, Credit, USDA, Mortgage Underwriting, FHA financing

Education
University of Massachusetts, Amherst

Cheryl Gross Cheryl Gross Greater Boston Area Details
Cheryl Gross's Boston Safe Deposit and Trust Company Experience 1985 - 1989
Job President at Cheryl Gross & Associates
Industry Financial Services
Experience
Cheryl Gross & Associates   March 1994 - Present
The Boston Five Cents Savings Bank, FSB   1989 - 1994
Boston Safe Deposit and Trust Company   1985 - 1989
Boston Safe Deposit and Trust Company   1985 - 1989

Skills
Loans, Mortgage Lending, Credit Analysis, Banking, Credit, Portfolio Management, Commercial Lending, Small Business Lending, Business Development, Loan Origination, New Business Development, Strategy, Retail Banking, Financial Services, Mortgage Banking, Consumer Lending, Requirements Analysis, Requirements Management, Strategic Planning

Education
Babson College
MBA, Concentration in Finance

St Lawrence University
BS, Psychology, History and Education

Christopher Ober Christopher Ober Greater Boston Area Details
Christopher Ober's Boston Safe Deposit and Trust Company Experience 1987 - 1993
Job Senior Vice President & Sales Director, Corporate Banking Services at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. (Sovereign Bank)   2000 - Present
Citizens Bank  1999 - 2000
State Street  1995 - 1999
First National Bank of Boston  1993 - 1995
Boston Safe Deposit and Trust Company   1987 - 1993
State Street  1985 - 1987

Skills
Commercial Banking, Banking, Commercial Lending, Credit, Credit Analysis, Retail Banking, Small Business Lending, Consumer Lending, Asset Based Lending, Loans, Lines Of Credit, Cash Management, Treasury Management, Loan Origination, Credit Risk

Education
Providence College
B.S., Finance

Beth Santella Beth Santella Greater Boston Area Details
Beth Santella's Boston Safe Deposit and Trust Company Experience 1988 - 1997
Job
Industry Financial Services
Experience
Mortgage Network, Inc.   June 2015 - Present
North Easton Savings Bank  January 2012 - May 2015
Dedham Savings  1997 - 2012
NeighborWorks of Southern Massachusetts   2004 - 2011
Carlson Mortgage   1997 - 1997
Boston Safe Deposit and Trust Company   1988 - 1997
Citicorp Mortgage  1986 - 1988

Skills
Residential Mortgages, Conventional Loans, Home Equity Loans, Jumbo Loans, Refinance, Construction Loans, Adjustable Rate Loans, PMI, Credit, Credit Scoring, Workshop Presenter, Fannie Mae, Freddie Mac, Customer Satisfaction, Marketing Communications, Event Planning, First Time Home Buyers, Mortgage Lending, Home Equity Lines of..., Loan Origination, Workshop Facilitation, Non-profit Volunteer, Finance, Workshops, Real Estate Transactions, Mortgage Underwriting, FHA, USDA, 203K, FHA financing, Certified Mortgage...

Education
Emerson College
MA

State University of New York College at Oneonta
BS

Jane Morancy Jane Morancy Greater Boston Area Details
Jane Morancy's Boston Safe Deposit and Trust Company Experience June 1976 - February 1985
Job VP IT Project Management State Street Bank
Industry Financial Services
Experience
State Street Bank  February 1985 - Present
PMI MassBay Chapter  May 2011 - Present
State Street Corporation  1985 - Present
South Shore Habitat for Humanity  2009 - 2012
PMI - Mass Bay   October 2008 - January 2009
Boston Safe Deposit and Trust Company   June 1976 - February 1985
BNY Mellon  1976 - 1985

Skills
Program Management, Fundraising, Process Improvement, Risk Management, Project Management, Vendor Management, Strategic Planning, Change Management, Business Analysis, Project Planning, Team Building, PMP, Business Process..., Management, Strategy, Analysis, Leadership, Cross-functional Team..., Finance, SDLC, Software Project..., PMO

Education
Emmanuel College   1991 — 2001
Bachelors of Science, Management

Marc Trager Marc Trager Dallas/Fort Worth Area Details
Marc Trager's Boston Safe Deposit and Trust Company Experience February 1985 - June 1995
Job Senior Manager Fidelity Securities Lending
Industry Financial Services
Experience
Veritude  December 2011 - Present
Fidelity Pricing and Cash Management Services   February 1996 - April 2009
Fidelity Investments  January 1996 - April 2009
FIDELITY PRICING AND CASH MANAGEMENT SERVICES   January 1996 - January 2009
Fidelity Pricing and Cash Management Services   January 1996 - January 2004
Boston Safe Deposit and Trust Company   February 1985 - June 1995
Boston Company Advisors   April 1986 - October 1994
BOSTON SAFE DEPOSIT AND TRUST COMPANY   April 1986 - October 1994
BOSTON COMPANY  January 1986 - January 1994
Gardener and Preston Moss   1977 - 1988

Skills
Word, Excel, Sametime, PowerPoint, Outlook, Access, Microsoft Office, Microsoft Word, Microsoft Excel, Securities, Financial Services, Asset Management, Trading, Equities, Financial Risk, Management, Banking, Bloomberg, Mutual Funds, Fixed Income

Education
Boston College   1970 — 1974
BS, Accounting

Boston College
Accounting

Jill Pletcher Jill Pletcher Orange County, California Area Details
Jill Pletcher's Boston Safe Deposit and Trust Company Experience October 1989 - 1994
Job Vice President Director of Client Relations at Concord Investment Counsel
Industry Investment Management
Experience
Concord Investment Counsel   Vice President - Sr. Trust OfficerU S Trust Company1994 - August 2000
Boston Safe Deposit and Trust Company   October 1989 - 1994
Bank of America  1984 - 1987

Skills
Investment Management, Wealth Management, Asset Allocation, Investments, Series 63, Strategic Financial..., Series 65, Investment Strategies, Private Equity, Securities, Wealth Management..., Asset Management, Mergers & Acquisitions, Alternative Investments, Management, Mutual Funds, Series 7, Retirement Planning, High Net Worth..., Program Management, Equities, Hedge Funds, Fixed Income, Estate Planning, Retirement, Financial Advisory, 401k, Portfolio Management, Bonds, Financial Services, Investment Advisory

Education
Arizona State University   1981 — 1982
BS, Finance

Colorado State University   1978 — 1981
Finance

Smoky Hill High School   1975 — 1978

Judith Fish Judith Fish Dayton, Ohio Area Details
Judith Fish's Boston Safe Deposit and Trust Company Experience 1979 - 1983
Job at
Industry Retail
Experience
JC Penney  November 1991 - Present
Janney Montgomery Scott  October 1986 - 1990
Woolspun Yarn Company   1983 - 1985
Boston Safe Deposit and Trust Company   1979 - 1983

Skills
Merchandising, Sales Operations, Sales, Visual Merchandising, Time Management, Customer Service, Trend Analysis, Retail, Store Operations, Sales Management, Retail Sales, Customer Experience, Inventory Control, Apparel, Inventory Management, Fashion, Profit, Store Management, Loss Prevention, Customer Satisfaction, Hiring, Trend, Cashiering, Wholesale, Assortment, Merchandise Planning

Education
Bowling Green State University   1974 — 1979
Bachelor of Science, Art Education, French Education