Terry Becker

Terry Becker Email and Phone Number

Retired @ Rockland Trust
Terry Becker's Location
Greater Boston, United States, United States
Terry Becker's Contact Details

Terry Becker personal email

n/a
About Terry Becker

Financial Planning Professional for a Massachusetts wealth management and trust company. Excellent communication skills that allow the gathering of vital client information necessary to provide guidance in goal-based planning for the future, especially areas such as inheriting wealth, retirement, risk management, estate planning, social security, and health care. Highly developed analytical and organizational capabilities which provide positive results for personalized, professional service. Prior experience as a corporate trainer allows for a honed presentation in a compassionate, qualified manner.

Terry Becker's Current Company Details
Rockland Trust

Rockland Trust

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Retired
Website:
rocklandtrust.com
Terry Becker Work Experience Details
  • Rockland Trust
    Retired
    Rockland Trust
    Boston, Ma, Us
    View
  • Rockland Trust
    Vice President, Financial Planning Officer
    Rockland Trust Apr 2018
    Rockland, Massachusetts, Us
    Collaborate with colleagues to provide goal-based financial plans to clients of the Investment Management Group.
    View
  • Fiduciary Trust Company
    Estate And Financial Planning Analyst
    Fiduciary Trust Company Oct 2007 - Apr 2018
    Boston, Massachusetts, Us
    Collaborate with Investment Officers to provide financial planning projections to high net worth clients.
    View
  • Pricewaterhouse Coopers/Lotus Development Corporation/Self-Employed
    Corporate Trainer/Database Developer
    Pricewaterhouse Coopers/Lotus Development Corporation/Self-Employed 1987 - 2002

Terry Becker Skills

Customer Service Outlook Event Planning Strategic Planning Management Office Management Marketing Team Building Budgets Sales Sales Operations Leadership Process Scheduler Forecasting Project Management Sales Management Shorthand Account Management Training Marketing Strategy Team Leadership Investments Strategy Merchandising Human Resources Public Speaking Operations Management Process Improvement Retail Purchasing Customer Satisfaction Recruiting Financial Planning Lotus Notes Negotiation Time Management Inventory Management Finance

Terry Becker Education Details

  • Babson F.W. Olin Graduate School Of Business
    Babson F.W. Olin Graduate School Of Business
    And Related Support Services
  • Bryant University Executive Development Center
    Bryant University Executive Development Center
    Financial Planning And Services
  • Bryant University
    Bryant University
    Business Education

Frequently Asked Questions about Terry Becker

What company does Terry Becker work for?

Terry Becker works for Rockland Trust

What is Terry Becker's role at the current company?

Terry Becker's current role is Retired.

What is Terry Becker's email address?

Terry Becker's email address is t.****@****ust.com

What is Terry Becker's direct phone number?

Terry Becker's direct phone number is +160369*****

What schools did Terry Becker attend?

Terry Becker attended Babson F.w. Olin Graduate School Of Business, Bryant University Executive Development Center, Bryant University.

What skills is Terry Becker known for?

Terry Becker has skills like Customer Service, Outlook, Event Planning, Strategic Planning, Management, Office Management, Marketing, Team Building, Budgets, Sales, Sales Operations, Leadership.

Who are Terry Becker's colleagues?

Terry Becker's colleagues are Sarah Brennan, Savannah Burdick, Tomi Mackenzie, Charles Mohr, Patricia Glover, Emily Mcdonald, Melissa Roberts.

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