AVP - Private Mortgage Banker
M&T Bank
• www.linkedin.com/company/m&t-bank
• Full-time
Feb 2023 - Present
Boston, Massachusetts, United States
Private Mortgage Banker
Wells Fargo Private Mortgage Banking
Sep 2015 - Feb 2023
Greater Boston Area
Private Mortgage Banker
Cambridge Trust Company
• www.linkedin.com/company/cambridge-trust-company
May 2014 - Sep 2015
Trust Administrator
Cambridge Trust Company
• www.linkedin.com/company/cambridge-trust-company
Jan 2013 - May 2014

Private Mortgage Banker at M&T Bank NMLS 1179591
I specialize in helping clients structure their mortgage to help them achieve their short and long term wealth goals. I do so by helping clients increase liquidity, safety, and rate of return while minimizing taxes and maximizing wealth. I believe in building strong relationships and consistently exceeding my client’s expectations.
Boston, Massachusetts, United States