B

Bob Case's
email & phone

Current Position:

Chief Client Family Services Officer at Market Street Trust Company

Experience:

17 years

Location:

Portsmouth, New Hampshire, United States

How to contact Bob Case

emailc**@marketstreettrust.com
phone+1-***-***-3059
LinkedIn
YouTube

Work Experience

Chief Client Family Services Officer at Market Street Trust Company

Apr 2024 - Current

Director of Client Family Services at Market Street Trust Company

Jan 2022 - Apr 2024

Senior Relationship Manager at Market Street Trust Company

Dec 2019 - Feb 2022

Financial Advisor / Vice President at Tompkins Financial Advisors

Jul 2017 - Dec 2019

Business Banking Relationship Manager / Assistant Vice President at M&T Bank

Aug 2014 - Jul 2017

Branch Manager / Banking Officer at M&T Bank

Jul 2011 - Aug 2014

Multi-Site Branch Manager at Generations Bank

Jan 2009 - Jul 2011

Business Development Officer at Elmira Savings Bank

Jan 2008 - Jan 2009

Bob Case started working in 2008, then the employee has changed 4 companies and 7 jobs. On average, Bob Case works for one company for 2 years 3 months.

Education

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

Current Company Information Market Street Trust Company

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...

Frequently Asked Questions

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 months

What 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 Pass
Not the Bob Case you were looking for?

Find email for 850M+ professionals

Bob Case Namesakes

Name
Company
Position
B
Mountain States Building Products - Windows - Big Doors - Custom Applications
Sales Representative
B
Sr. VP Global Operations at Dell
B
Adjunct Instructor Computer Science
B
Manager, Strategic Accounts

Other employees at Market Street Trust Company

Name
Company
Position
E
Risk and Compliance Manager
T
Director of Finance and Reporting
K
Trust & Compliance Administrator
BACK TO TOP