Molly DeRosa, MBA
Private Client Associate II at Clarfeld | Citizens Private Wealth- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Experience
-
Clarfeld | Citizens Private Wealth
-
United States
-
Financial Services
-
100 - 200 Employee
-
Private Client Associate II
-
Jul 2022 - Present
Providence, Rhode Island, United States
-
-
-
Raymond James
-
United States
-
Financial Services
-
700 & Above Employee
-
Senior Client Service Associate
-
Feb 2022 - Jun 2022
Providence, Rhode Island, United States
-
-
-
Clarfeld | Citizens Private Wealth
-
United States
-
Financial Services
-
100 - 200 Employee
-
Private Client Associate
-
Aug 2020 - Feb 2022
Providence, Rhode Island, United States
-
-
-
BNY Mellon
-
United States
-
Financial Services
-
700 & Above Employee
-
Senior Relationship Manager - Donor Advised Fund Services
-
Nov 2019 - Jul 2020
Boston, Massachusetts
-
-
Relationship Manager - Donor Advised Fund Services
-
Oct 2018 - Nov 2019
Boston, Massachusetts
-
-
Relationship Manager - Planned Giving Group
-
Jul 2017 - Sep 2018
Boston, Massachusetts
-
-
Assistant Relationship Manager - Planned Giving Group
-
Nov 2013 - Jun 2017
Greater Boston Area
-
-
Relationship Administrator - Planned Giving Group
-
Feb 2012 - Oct 2013
Greater Boston Area
-
-
-
New England Aquarium
-
United States
-
Museums, Historical Sites, and Zoos
-
200 - 300 Employee
-
NEOSEC Intern
-
Mar 2010 - Dec 2010
-
-
Education
-
2009 - 2011
Simmons College - Simmons School of Management
MBA -
2002 - 2006
Drexel University
BS, Hospitality Management, Business
Community
You need to have a working account to view this content.
Click here to join now
