Marie Delrossi
High Net Worth Relationship Manager
- Role
- Senior Wealth Management Officer at Cape Cod 5
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Marie Delrossi
Fiduciary professional and empathetic advisor with extensive estate planning, trust…
Experience
Senior Wealth Management Officer
Mar 2025 — Present
Education
University of Massachusetts Amherst
B.A.
Boston College Law School
J.D. Summa Cum Laude
Boston College Law School
Doctor of Law - JD
Boston University School of Law
Master of Laws - LLM
Boston College Law School
J.D.
Skills
- Estate Planning
- Securities
- Investment Management
- Litigation
- Mutual Funds
- Wills
- Wealth Management
- Asset Managment
- Investments
- Insurance
- Banking
- Retirement
- Financial Planners
- Trust Management
- Private Equity
- Asset Management
- Private Banking
- Asset Allocation
- Wealth Management Services
- Trusts
- Financial Planning
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