Alan Ferrara
Managing Director Midwest Trust Holding Corp / President of Trust Sourcing Solutions
- Role
- Managing Director at Midwest Trust Company
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Managing Director
Jun 2025 — Present
Education
The Wharton School
Securities Industry Institute
2016 — 2018
Bryant University
BS
Skills
- Financial Services
- Fixed Income
- Asset Management
- Wealth Management
- Asset Allocation
- Banking
- Mutual Funds
- Series 7
- Investments
- Equities
- Alternative Investments
- Securities
- Series 63
- Portfolio Management
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