John Brennan
Senior Vice President at Cape Ann Savings Trust & Financial Services
- Role
- Senior Vice President at Cape Ann Savings Bank
- Location
- Gloucester, MA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About John Brennan
Executive in charge of community bank trust department with over $360+ million in assets;…
Experience
Senior Vice President
Jan 2022 — Present · Gloucester, MA, US
Education
Boston University
B.A., History
1988 — 1992
Suffolk University Law School
J.D., Law
2003 — 2006
Skills
- Investment Advisory
- Retirement
- Retirement Planning
- Loans
- Securities
- Iras
- Mutual Funds
- Estate Law
- 401k
- Alternative Investments
- Wealth Management Services
- Asset Allocation
- Finance
- Commercial Lending
- Estate Tax Planning
- Trusts
- Real Estate
- Hedge Funds
- Banking
- Strategic Financial Planning
- High Net Worth Individuals
- Wealth Management
- Portfolio Management
- Financial Advisory
- Investment Management
- Asset Protection
- Trust Services
- Series 63
- Asset Management
- Financial Services
- Investments
- Risk Management
- Estate Administration
- Estate Planning
- Financial Planning
- Wills
- Mortgage Lending
- Wealth
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