Profil
Prior to joining Acadia Trust in 2008, Ms. Connors served as managing director and personal trust relationship manager for U.S.
Bank National Association's Private Client Group in Florida where she assisted high net worth retirees in tax and estate matters.
Prior to her time in Florida, she was a personal trust administrative officer and tax coordinator with Union Trust Company from 1995 to 1999.
Ms. Connors holds a Bachelor of Arts in Political Science from Tufts University and a Juris Doctor from the University of Maine School of Law.
She also completed the Heckerling Institute on Estate Planning with the University of Miami School of Law.
Prior to that, she attended the American Bankers Association National Trust and National Graduate Trust Schools.
In 1999, she earned the Certified Trust & Financial Advisor (CTFA) designation.
As a member of the bar in Maine and Florida, she participates in the real property, probate, elder law, and tax sections in both states.
Ehemalige bekannte Positionen von Marsha Osgood Connors
Unternehmen | Position | Ende |
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Union Trust Co. (Ellsworth, Maine) | Corporate Officer/Principal | 31.12.1999 |
U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Corporate Officer/Principal | - |
Tufts University | Corporate Officer/Principal | 10.05.2011 |
Ausbildung von Marsha Osgood Connors
University of Maine | Graduate Degree |
Erfahrungen
Besetzte Positionen
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Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
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Private Unternehmen | 2 |
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U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Finance |
Union Trust Co. (Ellsworth, Maine) | Finance |