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Beth Delano Email & Phone Number
Relationship Administrator
at
Spinnaker Trust
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Relationship Administrator
Location
Greater Boston, United States
Company size
Who is Beth Delano? Overview
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Quick answer
Beth Delano is listed as Relationship Administrator at Spinnaker Trust, a with 38 employees, based in Greater Boston, United States. AeroLeads shows a matched LinkedIn profile for Beth Delano.
Beth Delano previously worked as Operations & Planning Associate at Breed'S Hill Capital and Assistant Branch Manager at Kennebunk Savings. Beth Delano holds Certificate Of Advanced Study In Financial Planning from Merrimack College.
Company email context
Email format at Spinnaker Trust
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Spinnaker Trust
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Profile bio
About Beth Delano
With over 15 years of experience in the financial services industry, my greatest interests are centered around client service and team leadership. As a representative of financial organizations, I prioritize professionalism and warmth, with a keen ability to listen and understand client needs and develop relationships accordingly. Volunteerism and giving back to the community are also notable attributes.
Current workplace
Beth Delano's current company
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Spinnaker Trust
9 roles
Beth Delano work experience
A career timeline built from the work history available for this profile.
Operations & Planning Associate
Assistant Branch Manager
Jun 2021 - Nov 2022
Client Service Analyst
May 2018 - Apr 2021
Financial Planner
Lake Street Advisors Group, LLC is an independent, fee-only wealth advisory firm. We advise on over $2.6 billion in assets, employing a conflict-free investment approach that allows for unbiased advice and execution. With offices in Boston, MA and Portsmouth, NH, our dedicated team oversees and implements coordinated strategies across all aspects of our clients’ financial lives. Actions are aligned with long-term objectives and no detail is overlooked. Teams apply business discipline to the… Show more Lake Street Advisors Group, LLC is an independent, fee-only wealth advisory firm. We advise on over $2.6 billion in assets, employing a conflict-free investment approach that allows for unbiased advice and execution. With offices in Boston, MA and Portsmouth, NH, our dedicated team oversees and implements coordinated strategies across all aspects of our clients’ financial lives. Actions are aligned with long-term objectives and no detail is overlooked. Teams apply business discipline to the many elements of personal financial strategy including investments, taxes, philanthropy, estate planning, and family governance and education. Clients receive the peace of mind that comes from knowing their Lake Street team delivers sound strategy and solid execution.www.lakestreetadvisors.com Show less
Apr 2007 - May 2018
Performance Analyst
Apr 2004 - Apr 2007
Call Center Supervisor
Citizens Funds
Oct 1996 - Jun 2001
Head Teller
Peoples Heritage Bank
Oct 1994 - Sep 1996
Teller Operations Coordinator
Jun 1992 - Sep 1996
Team & coworkers
Colleagues at Spinnaker Trust
Other employees you can reach at spinnakertrust.com. View company contacts for 38 employees →
KM
Kati Morrell
Colleague at Spinnaker TrustWindham, Maine, United States
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CR
Christopher Robinson
Colleague at Spinnaker TrustPortland, Maine, United States
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RC
Richard Curran
Colleague at Spinnaker TrustPortland, Maine, United States
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KW
Kate Wilkinson
Colleague at Spinnaker TrustPortland, Maine, United States
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CM
Casey Mccormack
Colleague at Spinnaker TrustPortland, Maine Metropolitan Area, United States
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KP
Karen Philbrick Hamblen
Colleague at Spinnaker TrustPortland, Maine, United States
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ZS
Zak Smolkin
Colleague at Spinnaker TrustLowell, Massachusetts, United States
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NW
Nancy Wulbrecht
Colleague at Spinnaker TrustCumberland County, Maine, United States
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SW
Shannon Wilk
Colleague at Spinnaker TrustPortland, Maine Metropolitan Area, United States
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CW
Chris Whitney
Colleague at Spinnaker TrustPortland, Maine, United States
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Kati Morrell
Colleague at Spinnaker TrustWindham, Maine, United States
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CR
Christopher Robinson
Colleague at Spinnaker TrustPortland, Maine, United States
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RC
Richard Curran
Colleague at Spinnaker TrustPortland, Maine, United States
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KW
Kate Wilkinson
Colleague at Spinnaker TrustPortland, Maine, United States
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CM
Casey Mccormack
Colleague at Spinnaker TrustPortland, Maine Metropolitan Area, United States
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KP
Karen Philbrick Hamblen
Colleague at Spinnaker TrustPortland, Maine, United States
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ZS
Zak Smolkin
Colleague at Spinnaker TrustLowell, Massachusetts, United States
View →
NW
Nancy Wulbrecht
Colleague at Spinnaker TrustCumberland County, Maine, United States
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SW
Shannon Wilk
Colleague at Spinnaker TrustPortland, Maine Metropolitan Area, United States
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CW
Chris Whitney
Colleague at Spinnaker TrustPortland, Maine, United States
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3 education records
Beth Delano education
Certificate Of Advanced Study In Financial Planning
Bachelor Of Science - Bs, Business Administration, Management And Operations
New Hampshire College
Associate'S Degree, Office Management And Supervision
Westbrook College
FAQ
Frequently asked questions about Beth Delano
Quick answers generated from the profile data available on this page.
What company does Beth Delano work for?
Beth Delano works for Spinnaker Trust.
What is Beth Delano's role at Spinnaker Trust?
Beth Delano is listed as Relationship Administrator at Spinnaker Trust.
Where is Beth Delano based?
Beth Delano is based in Greater Boston, United States while working with Spinnaker Trust.
What companies has Beth Delano worked for?
Beth Delano has worked for Spinnaker Trust, Breed'S Hill Capital, Kennebunk Savings, Lake Street Advisors, and Prime Buchholz Llc.
Who are Beth Delano's colleagues at Spinnaker Trust?
Beth Delano's colleagues at Spinnaker Trust include Kati Morrell, Christopher Robinson, Richard Curran, Kate Wilkinson, and Casey Mccormack.
How can I contact Beth Delano?
You can use AeroLeads to view verified contact signals for Beth Delano at Spinnaker Trust, including work email, phone, and LinkedIn data when available.
What schools did Beth Delano attend?
Beth Delano holds Certificate Of Advanced Study In Financial Planning from Merrimack College.
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