Timothy V. Geremia, CFA, CFP®

Timothy V. Geremia, CFA, CFP®

Credit Analyst

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location of Timothy V. Geremia, CFA, CFP®Wakefield, Rhode Island, United States

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  • Timeline

  • About me

    Chief Executive Officer at Invest Track Financial LLC

  • Education

    • Yale University

      1982 - 1986
      Bachelor of Arts - BA Applied Mathematics/Economics
    • Wake Forest University

      1989 - 1991
      Master of Business Administration - MBA Finance
    • Moses Brown School

      1980 - 1982
      High School Diploma
  • Experience

    • Citizens Bank

      Jan 1986 - Jan 1988
      Credit Analyst
    • Hospital Trust Bank

      Jan 1988 - Jan 1989
      Commercial Credit Analyst
    • Hospital Trust Bank

      Jun 1991 - May 1992
      Commercial Loan Officer
    • BankBoston Private Bank

      Jun 1992 - Jan 2000
      Portfolio Manager and Team Leader
    • FirstFed Trust Company

      Mar 2000 - May 2004
      Chief Investment Officer
    • Coastline Trust Company

      May 2004 - Jul 2021
      Chief Investment Officer
    • Invest Track Financial LLC

      Aug 2022 - now
      Chief Executive Officer
  • Licenses & Certifications

    • Certified Financial Planner™ (CFP®)

      CFP Board
      Oct 1996
    • Chartered Financial Analyst (CFA)

      CFA Institute
      Sept 1994