Profil
Ms. Susan K.
Syversen is a Senior Vice President at Eastern Bank Corp.
She has over 25 years of banking, trust and asset management experience.
She is responsible for investment and client relationship management on a wide range of accounts, including a combination of corporate, charitable, personal and retirement portfolios.
She joined Eastern Bank in 1995.
Previously, Ms. Syversen spent 13 years as an account executive with brokerage firms E.F.
Hutton and Prudential Securities.
Ms. Syversen earned a Bachelor of Arts from Cornell University.
She holds a certificate in financial planning from Boston University’s Center for Professional Education and is a Certified Financial Planner practitioner.
Anciens postes connus de Susan Kravetz Syversen
| Sociétés | Poste | Fin |
|---|---|---|
Eastern Bank (Investment Management)
 Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Gestionnaire de Portefeuille-Actions | 01/05/2021 |
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Corporate Officer/Principal | 31/12/1994 |
| Prudential Securities | Corporate Officer/Principal | - |
Formation de Susan Kravetz Syversen
| Cornell University | Undergraduate Degree |
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Eastern Bank (Investment Management)
Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Finance |
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Finance |
| Prudential Securities | Finance |