Carol Simmons

Carol Simmons Email and Phone Number

Vice President and Wealth Management Officer @ Plimoth Investment Advisors
Boston, MA, US
Carol Simmons's Location
Greater Boston, United States
About Carol Simmons

Carol Simmons is a Vice President and Wealth Management Officer at Plimoth Investment Advisors.

Carol Simmons's Current Company Details
Plimoth Investment Advisors

Plimoth Investment Advisors

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Vice President and Wealth Management Officer
Boston, MA, US
Carol Simmons Work Experience Details
  • Plimoth Investment Advisors
    Vice President And Wealth Management Officer
    Plimoth Investment Advisors
    Boston, Ma, Us
  • Plimoth Investment Advisors
    Vice President & Wealth Management Officer
    Plimoth Investment Advisors Nov 2019 - Present
  • Ropes Wealth Advisors
    Senior Client Officer
    Ropes Wealth Advisors Jan 2019 - Nov 2019
    Boston, Ma
    Daily point of contact for families and partner trustees for client investment and trust needs
  • Ropes & Gray Llp
    Senior Trust Client Service Administrator
    Ropes & Gray Llp Sep 2006 - Dec 2018
    Boston, Ma
    Within Private Client Group, daily point of contact for families and partner trustees for trusts and investments
  • Boston Trust & Investment Management Company
    Administrative Officer
    Boston Trust & Investment Management Company Jan 1997 - Sep 2006
    Boston, Ma
    client service, liaison for regulatory audits and compliance issues including KYC/AML, supervisor, training
  • Bank Of Braintree
    Investment Advisor
    Bank Of Braintree Jan 1994 - Dec 1997
    Braintree, Ma
    Expanded investment services into new territories. Introduced services to branch network and established working relationship with all branch staff. Made mutual fund recommendations and managed accounts based on customer's time frame, objectives and risk levels.
  • Shawmut Bank Na
    Assistant Vice President
    Shawmut Bank Na Jan 1985 - Dec 1994
    Boston, Ma
    Manager of Small Trust Accounts Unit. Customer service. Drafted procedures.

Carol Simmons Education Details

Frequently Asked Questions about Carol Simmons

What company does Carol Simmons work for?

Carol Simmons works for Plimoth Investment Advisors

What is Carol Simmons's role at the current company?

Carol Simmons's current role is Vice President and Wealth Management Officer.

What schools did Carol Simmons attend?

Carol Simmons attended Quincy College, Suffolk University.

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