Current Position:
Chief Client Family Services Officer at Market Street Trust CompanyExperience:
17 yearsLocation:
Portsmouth, New Hampshire, United StatesApr 2024 - Current
Jan 2022 - Apr 2024
Dec 2019 - Feb 2022
Jul 2017 - Dec 2019
Aug 2014 - Jul 2017
Jul 2011 - Aug 2014
Jan 2009 - Jul 2011
Jan 2008 - Jan 2009
Coursework for Certified Financial Planner Designation at College for Financial Planning
Master of Science at Keuka College
Bachelor of Science at Keuka College
Associate’s Degree at Cayuga Community College
Name: Market Street Trust Company
Speciality: Wealth Management, Investment Management/Advisory, Multi-Family Office, Financial Education, Succession Planning, Estate Planning, Insurance, Comprehensive Foundation Services, Taxes, Executive Compensation/Retirement Planning, Risk Management Coordination
Location: Portsmouth, New Hampshire, United States
Employees: 10-50
Email: mstcmail@marketstreettrust.com
Description: Market Street Trust Company is a client-owned, industry-leading, shared family office dedicated to helping multigenerational families realize their long-term goals. Our headquarter...
What is Bob Case's minimum period of employment in the companies?
Bob Case's minimum period of employment in various companies is 1 year.What is Bob Case's average duration of employment for different companies?
On average, Bob Case works for one company for 2 years 4 monthsWhat industries has Bob Case worked in?
Bob Case works in the Financial Services. Previously, Bob Case worked in the Banking.What positions has Bob Case held before?
Previously, Bob Case worked as a Director of Client Family Services, and Senior Relationship Manager, and Financial Advisor / Vice President, and Business Banking Relationship Manager / Assistant Vice President, and Branch Manager / Banking Officer.How do I contact Bob Case?
Bob Case's email address is c**@marketstreettrust.com, phone number is +1-***-***-3059. Sign up to get contact details.Who is the President & CEO of the Market Street Trust Company?
The President & CEO of the Market Street Trust Company is Kara Garner PassFind email for 850M+ professionals