First Financial Trust, N.A.
Address: 20 Walnut St, Wellesley, MA 02481 Phone: (617) 658-7600: Website: : : : Place name: : : Hours: Category: Website: https://www.firstfinancialtrust.com/ Category: Financial consultant 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 First Financial Trust Posting publicly on the Web Write a review Reviews Be the first to review
First Financial Trust, N.A. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at First Financial Trust, N.A.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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First Financial Trust, N.A. Employees
The Bulfinch Group 2013 - Present
The Rockland Chamber of Commerce 2014 - Present
WomensWorth 2013 - Present
South Shore Workforce Investment Board 2013 - Present
Vital Impact 2013 - 2015
First Financial Trust, N.A. 2012 - 2013
A Healthy Balance 2011 - 2012
Morrissey, Hawkins & Lynch 2010 - 2012
State Street 2008 - 2010
Skills
Social Media, Outlook, PowerPoint, Microsoft Office, Customer Service, Problem Solving, Fundraising, Time Management, Account Reconciliation, Microsoft Excel, Budgets, Microsoft Word, QuickBooks, Excel, Word, Customer Relations, Reconciliation, Compliance, Budgeting, Entrepreneurship, Securities, Accounting, Bloomberg, Financial Services, Mutual Funds, Investments, Financial Analysis, Strategic Financial..., Management, Small Business, Asset Allocation, Portfolio Management, Strategy, Series 7, Finance, Sales, Series 63, Strategic Planning, Marketing, Leadership, Insurance, Retirement, Nonprofits, Consulting, Marketing Strategy, Public Speaking, Retirement Planning, Social Networking, Risk Management
Education
University of Massachusetts Boston 2010 — 2013
Master of Business Administration (MBA), Management, Marketing
Fairfield University 2004 — 2008
Bachelor of Arts, Politcal Science, English
University of Florence 2006 — 2006
Semester Abroad, Art History, Italian, History, Chemistry
Fontbonne Academy 2000 — 2004
High School Diploma
Northstar Financial Planning March 2007 - Present
First Financial Trust, N.A. January 2000 - February 2007
Cheshire Software, Inc. July 1996 - December 1999
Education
Boston University 1998 — 2000
Program for Financial Planning
Tufts University 1992 — 1996
BS, Psychology, Math
Universidad de Sevilla 1995 — 1995
U.S. Trust September 2013 - Present
First Financial Trust, N.A. August 2011 - August 2013
WilmerHale August 2003 - December 2010
LPL Financial June 2000 - August 2003
Skills
Wealth Management..., Estate Planning, Fiduciary Services, Philanthropy, Gift Planning, Compliance, Asset Management, High Net Worth..., Mergers & Acquisitions, Executive Managment, Strategic Financial..., Asset Allocation, Investment Management, Trusts, Mutual Funds, Retirement, Investment Strategies, Small Business, Banking, Fixed Income, Insurance, Corporate Governance, Asset Protection, Financial Planning
Education
Suffolk University Law School 1997 — 2000
Juris Doctorate, Taxation
Florida State University 1994 — 1997
Bachelor of Science, Criminology
First Financial Trust, N.A. September 2014 - Present
Rockport National Bank May 2010 - September 2014
MASSBANK January 1999 - October 2008
MASSBANK July 1998 - January 1999
MASSBANK May 1986 - July 1998
State Street Bank July 1985 - May 1986
UMASS Student Federal Credit Union February 1982 - May 1985
Skills
Finance, Management, Portfolio Management, Financial Services, Financial Planning, Estate Planning, Strategic Planning, Mutual Funds, Credit, Strategy
Education
Isenberg School of Management, UMass Amherst 1981 — 1985
Bachelor of Business Administration, Accounting
Wakefield High School 1977 — 1981
First Financial Trust, N.A. December 2014 - Present
AXA US January 2011 - May 2014
Power Home Remodeling Group 2014 - 2014
AXA US July 2009 - December 2010
YMCA February 2008 - May 2008
Skills
Financial Sector, Disbursements, Change Management, Financial Services, Payments, Accounting, Strategy, Analysis, Innovation Management, Microsoft Office, New Business Development, Microsoft Excel
Education
SUNY Cortland 2005 — 2009
BS, Business Economics
Liverpool High School 2001 — 2005
H&W Trust Fund IUOE Local 877 February 2014 - Present
First Financial Trust, N.A. January 2010 - April 2013
First Financial Trust, N.A. October 2008 - January 2010
Congress Trust, N.A. July 2003 - September 2008
Mellon Private Asset Management January 2000 - October 2001
Ropes & Gray May 1986 - January 2000
Skills
Customer Service, Investments, Mutual Funds, Wealth Management..., Wealth Management, Asset Management, Credit, Risk Management, Vendor Management, Asset Managment, Relationship Management, Financial Services, Equities, Portfolio Management, Series 7, Banking, Securities
Education
University of Massachusetts Boston 1995 — 1997
Sociology
Northeastern University 1983 — 1987
Business Administration, Sociology
Quincy College 1977 — 1979
A.S., Business Administration
First Financial Trust, N.A. September 2010 - Present
First Financial Trust, N.A. June 2009 - September 2010
First Financial Trust, N.A. May 2002 - June 2009
Banknorth Wealth Management Group April 1998 - June 2002
Education
National Graduate Trust School 1990 — 1992
CTFA / CFSC, Trust Management
Manhattan College 1971 — 1975
B,S., Accounting
First Financial Trust, N.A. November 2013 - Present
People's United Bank June 2011 - October 2013
Danversbank January 2010 - June 2011
Beverly National Bank March 2008 - January 2010
Cape Ann Savings Bank 2001 - 2008
Derby Capital Management 1995 - 2000
Skills
Investments, Equities, Financial Analysis, Investment Management, Portfolio Management, Wealth Management, Asset Management, Asset Allocation, Investment Advisory, Retirement Planning
Education
Suffolk University - Sawyer School of Management 2002 — 2005
MBA, Finance
Framingham State University 1983 — 1988
BA, Economics/Finance
First Financial Trust, N.A. October 2008 - September 2010
Boston Private Bank October 2003 - September 2008
Brown & Brown, LLP January 2002 - October 2003
Triple V Enterprises, Inc. 1984 - 2002
Education
Boston University
CFP Certificate, Financial Planning
Boston University School of Law
L.L.M. Taxation
Syracuse University College of Law
J.D.
Thayer Academy
University of Colorado Boulder
B.A., History
FIRST FINANCIAL TRUST, N.A. April 1993 - September 2008
Skills
Investments, Process Improvement, Problem Solving, Microsoft Office, Cash Management, Coporate Actions, Securities Processing, Sub Accounting, Taxation, Attention To Detail, Trade Settlement, Customer Service, Active Learning, ACH, Reconciliations, Vendor Management
Education
Northeastern University
BS, Business Administration/Accounting
First Financial Trust, N.A. October 2010 - Present
First Financial Trust, N.A. October 2000 - October 2010
Education
Tarleton State University 1986 — 1989
Bachelor of Science, Animal Science
Hill Junior College 1985 — 1986
Mercury Media September 2014 - Present
First Financial Trust, N.A. May 2013 - September 2014
Union Bank April 2011 - May 2013
Netstar-1 December 2009 - March 2011
Sullivan Powers & Company June 2009 - December 2009
Liberty Tax Service January 2009 - April 2009
Education
Champlain College 2005 — 2008
Bachelor of Science (BS), Accounting