Maureen M. Trefry

Maureen M. Trefry

Gestore di Portafoglio-Azioni presso Eastern Bank (Investment Management)

Consumer Services
Finance

Profilo

Ms. Maureen M.
Trefry
is a Senior Vice President at Eastern Bank Corp.
She is responsible for investment management and client service for a combination of fiduciary, charitable, and personal portfolios.
She has specialized expertise in retirement planning.
She joined Eastern Bank in 1992 as a result of the acquisition of Malden Trust Company, where she had worked in retirement plans since 1989.
Ms. Trefry holds a Bachelor of Science from Mankato State University and is a graduate of the National Graduate Trust School at Northwestern University.
She has completed Boston University’s Certified Financial Planner program and obtained the designation of Certified Financial Planner.
She is a graduate of the Cannon Trust School.

Posizioni attive di Maureen M. Trefry

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/01/1992
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Formazione di Maureen M. Trefry

Minnesota State University-Mankato Undergraduate Degree
Northwestern University Graduate Degree

Esperienze
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