Richard Dewitt
Providing thought leadership, collaborating to solve for challenges and ensuring achievement of client success.
- Role
- Senior Financial Advisor at The Cape Cod Five Cents Savings Bank
- Location
- Edgartown, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Richard Dewitt
Senior Business Development Executive and Thought Leader whose passion for integrity and…
Experience
Senior Financial Advisor
The Cape Cod Five Cents Savings Bank
Oct 2018 — Present
Senior Business Development Executive - Trust & Asset Management
Education
Plymouth State University
Business, Management, Marketing, and Related Support Services
Skills
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Capital Markets
- Series 7
- Retirement
- Retirement Planning
- Investments
- Management
- Financial Services
- Wealth Management
- Fixed Income
- Asset Managment
- Asset Management
- Equities
- Alternative Investments
- Portfolio Management
- Hedge Funds
- Financial Planning
- Investment Advisory
- Securities
- Estate Planning
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