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Senior Client Services Associate & Tax Coordinator at Ledyard Wealth Management|Greater Boston, United States

Position:

Senior Client Services Associate & Tax Coordinator at Ledyard Wealth Management

Location:

Greater Boston, United States

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Last updated: 2025-06-09
Updated: 2025-06-09
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Work Experience 15 years

Senior Client Services Associate & Tax Coordinator at Ledyard Wealth Management

Jan 2024 - Current

Trust Operations Tax Specialist at Bar Harbor Wealth Management

Jun 2017 - Dec 2023

Mortgage Loan Coordinator at Title Mortgage Solution, LLC

Feb 2015 - Jun 2017

Finance Assistant at Sugar River Bank

May 2014 - Jan 2015

Bank Teller at Sugar River Bank

Jun 2011 - May 2014

Hannah started working in 2011, then the employee has changed 3 companies and 4 jobs. On average, Hannah works for one company for 2 years 11 months.

Education

Bachelor's degree at Franklin Pierce University

Associate's degree at NHTI, Concord's Community College

Frequently Asked Questions

What is Hannah's minimum period of employment in the companies?

Hannah's minimum period of employment in various companies is 8 months.

What is Hannah's average duration of employment for different companies?

On average, Hannah works for one company for 3 years 1 month

What industries has Hannah worked in?

Hannah works in the Financial Services.

What positions has Hannah held before?

Previously, Hannah worked as a Trust Operations Tax Specialist, and Mortgage Loan Coordinator, and Finance Assistant, and Bank Teller.

How do I contact Hannah?

Hannah's phone number is +1-623-***-**87. Sign up to get contact details.

Who is the President/CEO/Director of the Ledyard Wealth Management?

The President/CEO/Director of the Ledyard Wealth Management is John ODowd

Other employees at Ledyard Wealth Management

Name
Company
Position
Ledyard Wealth ManagementD
Chief Investment Officer Emeritus
Ledyard Wealth ManagementJ
Senior Vice President, Director of Client Relations
Ledyard Wealth ManagementT
Senior Portfolio Manager and Invest

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