George Clarke

George Clarke

Financial Planner | Private Wealth Manager
Braintree, Massachusetts, United States

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Work Experience

US Wealth Management

Financial Planner | Private Wealth Manager

2011-08-01 - Present

Abington Bank, formally Holbrook Cooperative Bank

Board Member

2010-12-01 - 2021-08-01

Securities and Investment Advisory Solutions, LLC

Managing Principal

2009-01-01 - 2022-12-01

Moors & Cabot, Inc

EVP and Chief Financial Officer

2000-03-01 - 2005-10-01

UST Corp. and USTrust Bank

SVP and Controller

1988-01-01 - 2000-03-01

Bank of Boston Corporation

Vice President and Deputy Controller

1977-01-01 - 1988-01-01

Coopers & Lybrand

General Practice Audit Manager

1968-01-01 - 1977-01-01

Skills

fixed insurance comprehensive financial planning feebased asset management & securities

Languages

English