Profiel
Mr. Rick P.
Ciolino is Vice President & Investment Officer at Danversbank Asset Management.
Prior to joining Danversbank in February 2010, Mr. Ciolino was at Beverly National Bank.
Before that, he was an Investment Officer with Cape Ann Savings Bank.
Mr. Ciolino graduated with his BA from Framingham State College and his MBA from Suffolk University Graduate School of Business.
Eerdere bekende functies van Rick P. Ciolino
| Bedrijven | Functie | Einde |
|---|---|---|
Beverly National Bank
Beverly National Bank Major BanksFinance BNB's trust officers are equity and fixed-income generalists who base asset allocation on client's needs. | Portefeuillebeheerder-Aandelen | 11-02-2010 |
Cape Ann Savings Bank
Cape Ann Savings Bank Investment ManagersFinance CASB’s investment approach focuses on creating diversified portfolios that reflect client investment expectations, cash needs, risk tolerances, and tax situations. The firm prefers to use individual securities whenever possible; however, most portfolios include a mix of individual securities, active and passive exchange traded funds and mutual funds. They believe a combination of varied securities within asset classes helps to enhance return and minimize expenses. | Portefeuillebeheerder-Aandelen | 30-05-2008 |
Danversbank Asset Management
Danversbank Asset Management Investment ManagersFinance Danversbank Asset Management's trust officers are equity and fixed-income generalists. Portfolios are created based on the asset allocation needs of each client. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Rick P. Ciolino
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Cape Ann Savings Bank
Cape Ann Savings Bank Investment ManagersFinance CASB’s investment approach focuses on creating diversified portfolios that reflect client investment expectations, cash needs, risk tolerances, and tax situations. The firm prefers to use individual securities whenever possible; however, most portfolios include a mix of individual securities, active and passive exchange traded funds and mutual funds. They believe a combination of varied securities within asset classes helps to enhance return and minimize expenses. | Finance |
Beverly National Bank
Beverly National Bank Major BanksFinance BNB's trust officers are equity and fixed-income generalists who base asset allocation on client's needs. | Finance |
Framingham State College
Framingham State College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Suffolk University
Suffolk University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Danversbank Asset Management
Danversbank Asset Management Investment ManagersFinance Danversbank Asset Management's trust officers are equity and fixed-income generalists. Portfolios are created based on the asset allocation needs of each client. | Finance |
















