Susan Okeefe

AVP, Treasury Relationship Manager I

Role: Sr Treasury Management Analyst at Cambridge Trust
Location: Lexington, MA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Sr Treasury Management Analyst
Cambridge Trust
Jun 2019 — Present

Education

Massachusetts Bankers Association
School of Financial Studies

Skills

Internet Banking
Small Business Lending
Asset Based Lending
Business Development
Loan Origination
Credit
Cash Management
Credit Analysis
Portfolio Management
Loans
Retail Banking
Banking
Risk Management
Commercial Banking
Commercial Mortgages
Deposits
Due Diligence
Sba
Lines of Credit
Credit Risk
Residential Mortgages
Commercial Lending
Cross Selling
Consumer Lending
Strategic Financial Planning
Real Estate
Underwriting
Finance
Branch Management
Mortgage Banking
Asset Management
Mortgage Lending
Investments

Contact information

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Work email
•••••@cambridgetrust.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Cambridge Trust

Financial Services · 273 employees · Boston, Massachusetts, United States

Cambridge Trust has merged with Eastern Bank. Together, we have created Greater Boston’s leading local bank and the largest bank- owned independent investment advisor in Massachusetts with a comprehensive suite of banking and wealth services management services. Each of our clients has a dedicated private banker who understands their needs and priorities and provides direct access to wealth management expertise. We have a legacy of financial strength and credibility, always staying true to our core value of doing what’s in the best interest of our clients. Our aim is to deliver the most important return of all – trust. Investments are not FDIC Insured • May Lose Value • Not Bank Guaranteed • Not a Deposit • Not Insured By Any Government Agency © 2024 Cambridge Trust Wealth Management, a division of Eastern Bank. All Rights Reserved.

cambridgetrust.com

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Experience

Sr Treasury Management Analyst

Education

Massachusetts Bankers Association

Skills

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