See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Maureen Kelliher is a seasoned portfolio and wealth management professional with over 13 years of experience, including senior leadership roles at Cambridge Trust Company and Citizens Private Bank & Trust Company. She holds a CFA degree from Colby College and has expertise in alternative investments, fixed income, equities, and asset management. With a strong background in credit analysis and commercial lending, Maureen has developed a unique ability to navigate complex financial markets and provide strategic investment guidance to clients.

Experience

Education

  • CFA
  • Colby College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles