Tanya Haas
Vice President, Fiduciary Services & Relationship Manager
- Role
- Vice President, Private Banking & Trustee Services at Lee Bank
- Location
- Pittsfield, MA, US
- LinkedIn followers
- 500 followers
Experience
Vice President, Private Banking & Trustee Services
Jun 2025 — Present · Pittsfield, MA, US
Education
Kaplan Financial
Series 65 License, Investments and Securities
2012 — 2012
Berkshire Community College & Center for Financial Training
AS, Finance, General
1996 — 2003
Cannon Financial
CTFA
Cannon Financial Institute
CTFA, Trust
2008 — 2012
Skills
- Daily Money Management
- Series 65
- Ctfa
- Investments
- Banking
- Relationship Management
- Asset Managment
- Retirement Planning
- Wealth Management
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