Daniel J. LaPlante, CFA

Director of Investments and Chief Investment Officer at Enterprise Bank (Enterprise Bancorp)
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Contact Information
us****@****om
(386) 825-5501
Location
Boston, Massachusetts, United States, US
Skills

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Experience

  • Enterprise Bank (Enterprise Bancorp)
    • United States
    • Banking
    • 300 - 400 Employee
    • Director of Investments and Chief Investment Officer
      • Apr 2020 - Present
  • Citizens Bank
    • United States
    • Banking
    • 1 - 100 Employee
    • Chief Investment Officer
      • Jun 2012 - Apr 2020

      Direct asset management and portfolio management functions for Private Wealth Management division of Citizens Bank, NA. Oversee investment strategy development, proprietary and third party solutions, and portfolio management for high net worth, not-for-profit, and corporate clients throughout the bank's 15-state footprint.

    • Senior Vice President
      • Mar 2002 - May 2012

      Portfolio manager responsible for building and managing investment portfolios for high net worth, not-for-profit, and corporate clients in Massachusetts and New Hampshire markets. Also responsible for relationship building and new business generation.

Education

  • University of Colorado Boulder
    Bachelor of Science, Business, Finance

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