Ann M. Kane
Plus aucun poste en cours
Profil
Ms. Kane joined Woodstock in 1999 and works with several Portfolio Managers in maintaining and processing their accounts.
As a result of her constant communication and involvement, she has developed many strong relationships with firm’s clients.
In addition to her Portfolio Administrator duties, she also serves as the Assistant to the President.
Prior to Woodstock, she worked at Cambridge Trust Company.
Ms. Kane received her Bachelor of Arts degree from the University of New Hampshire, and went on to graduate from the Cannon Trust School.
She has acquired her Series 7 and 66, and is currently working towards receiving designation as Certified Trust and Financial Advisor.
Anciens postes connus de Ann M. Kane
| Sociétés | Poste | Fin |
|---|---|---|
Cambridge Trust Co.
 Cambridge Trust Co. Investment ManagersFinance Founded in 1890, Cambridge Trust Co. is a state chartered commercial bank headquartered in Cambridge, Massachusetts. The firm is a subsidiary of Cambridge Bancorp (NASDAQ: CATC). | Corporate Officer/Principal | 31/12/1998 |
Woodstock Corp.
 Woodstock Corp. Investment ManagersFinance Woodstock Corp. is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1929 and is a subsidiary of Sagamore Operations & Management LLC. Woodstock provides wealth management services to individuals and families, pension profit sharing plans, trusts, estates, charitable organizations, and corporations. | Corporate Officer/Principal | - |
Formation de Ann M. Kane
| University of New Hampshire | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Woodstock Corp.
Woodstock Corp. Investment ManagersFinance Woodstock Corp. is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1929 and is a subsidiary of Sagamore Operations & Management LLC. Woodstock provides wealth management services to individuals and families, pension profit sharing plans, trusts, estates, charitable organizations, and corporations. | Finance |
Cambridge Trust Co.
Cambridge Trust Co. Investment ManagersFinance Founded in 1890, Cambridge Trust Co. is a state chartered commercial bank headquartered in Cambridge, Massachusetts. The firm is a subsidiary of Cambridge Bancorp (NASDAQ: CATC). | Finance |
