Experiences in multiple layers of the investment banking, custody banking and the financial services industry. Implementing the Eagle Suite of data management, accounting and investment performance products with banking clients in the US, Canada, Europe, Asia and the Middle East. Current projects include state pension programs and investment management firms. Specialties Trust and Estate Planning, Corporate Trust management, Private Equity, Corporate Analysis, Consulting and Growth read more ...
  • philanthropy
  • Chelmsford High School
  • Senior Consultant At Eagle Investment Systems

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