MountainOne Investments Promotes Seth Shepard to Financial Advisor
MountainOne is pleased to announce that Seth Shepard of Adams, Massachusetts, has been promoted to financial advisor. In this role, Shepard determines a client’s financial objectives, offers strategic advice on products and services to meet client goals, and manages client assets through portfolio design and retirement solutions. Shepard’s focus is on asset management, portfolio management, […]
MountainOne’s Marie Harris Promoted to VP, Credit Administration
MountainOne Bank is pleased to announce the appointment of Marie Harris as Vice President, Credit Administration Manager. In this position, Harris oversees all aspects of the Credit Administration Department, including commercial loan underwriting, portfolio review and monitoring, as well as identifying and assessing commercial loan credit risk. Under Harris’ direction, a formal Credit Analyst Training […]
MountainOne’s Dick Kelly Promoted to SVP, Senior Commercial Risk Officer
MountainOne Bank is pleased to announce the recent promotion of Richard ‘Dick’ Kelly, who has assumed the role of Senior Vice President, Senior Commercial Risk Officer. This newly created position supports MountainOne’s commitment to asset quality while enhancing its loan approval process. Dick now provides direct oversight of Credit Administration and of all Portfolio Managers […]