Kathleen Callahan

Kathleen Callahan has extensive work experience in the banking and finance industry. Kathleen served as the First Vice President at Rockland Trust from 2000 onwards, where they specialized in managing high net-worth trust and investment management relationships. Their responsibilities included advising clients on estate, trust, and other financial matters, reviewing and interpreting estate plan documents, and participating in estate administration and settlement. Kathleen also played a role in new business development at the company.

Prior to their time at Rockland Trust, Kathleen worked at Fleet Private Clients Group as the Vice President & Relationship Manager from 1996 to 2000. At Fleet, they likely handled client relationships and provided financial advice and guidance.

Before Fleet, they held the position of Vice President & Relationship Manager at Shawmut Bank from 1989 to 1996. Their exact responsibilities during this time are not specified.

Overall, Kathleen has proven herself to be a skilled and knowledgeable professional in the banking and finance industry, with a particular expertise in trust and investment management.

Kathleen Callahan holds a Bachelor of Science (BS) degree in Accounting from the University of Saint Joseph. Kathleen has also completed the American Bankers Association National Graduate Trust School, specializing in Investment Management, Trust and Estate Administration, and Financial Planning. Kathleen is a Certified Trust and Financial Advisor, having obtained their certification from the Institue of Certified Bankers in 1995.