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Suzanne Moffatt
Sr. Vice President, Relationship Manager and Trust Officer at Bangor Savings Bank
Suzanne Moffatt is a seasoned wealth management expert with 18 years of experience at Bangor Savings Bank, leveraging her Bachelor's and Master's degrees in Business Administration to deliver retirement planning and asset management solutions.
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Location
Gorham, Maine, United States, US
Skills
- Wealth Management
- Retirement Planning
- Asset Management
- Investments
- Retirement Plan Consulting
- Show all
Bio
Generated by
Topline AI
Suzanne Moffatt is a seasoned wealth management expert with 18 years of experience driving growth and success at Bangor Savings Bank, Merrill Bank, and Fleet Bank. As a Sr. Vice President, Relationship Manager, and Trust Officer, she has honed her skills in wealth management, retirement planning, asset management, and investments, earning prestigious certifications from the American Bankers Association, including Accredited Fiduciary Investment Management and Certified Retirement Services Professional. Moffatt holds a Master of Business Administration (M.B.A.) from Husson University and a Bachelor's Degree in Business Administration and Management, General.
Credentials
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Accredited Fiduciary Investment Management
American Bankers Association -
Certified Retirement Services Professional
American Bankers Association
Experience
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Bangor Savings Bank
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Bangor, Maine
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Sr. Vice President, Relationship Manager and Trust Officer
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2006 - Present
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Bangor, Maine
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Merrill Bank
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Bangor, Maine
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Vice President and Trust Officer
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2001 - 2006
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Bangor, Maine
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Fleet Bank
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Bangor, Maine
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Trust Officer
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1984 - 2001
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Bangor, Maine
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Education
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Husson University
Bachelor's Degree, Business Administration and Management, General -
Husson University
Master of Business Administration (M.B.A.)
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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