Erin Cooper

Experience

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  Bank of Easthampton

  Mar 1996 - Aug 1998

  Customer Service Representative and Teller
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  UMass Five College Federal Credit Union

  Nov 1998 - May 2002

  Customer Service Representative and Teller
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  TD Asset Management

  Feb 2003 - May 2011

  At TD Asset Management I actively managed investment portfolios for institutional and high net worth clients totaling over $1.4 billion. In addition, for the firm's 6300 clients enrolled in modeled portfolios, I would implement portfolio changes as appropriate.I assisted the equity strategists in research and analyzing of individual securities and mutual funds, provided weekly performance updates on company modeled strategies and created investment model return analysis.I was recognized as a Star Award recipient in 2010. Show less

  • Portfolio Manager

    Mar 2008 - May 2011

  • AVP / Business Development & Sales Manager

    Feb 2003 - Mar 2008
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  Cambridge Trust Company

  May 2011 - Dec 2021

  Vice President & Relationship Manager, Wealth Management

  As a Relationship Manager for Cambridge Trust Wealth Management, I assist clients in achieving their financial goals by providing strategy, consultation, planning and administrative support for their complete relationship with Cambridge Trust.At Cambridge Trust Company we specialize in investment and trust management, offering comprehensive investment management, trust administration, estate settlement services, and financial planning. Our clients value personal service and depend on the commitment and expertise of our experienced investment and fiduciary professionals. Show less

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  Kid Kindness

  Sept 2015 - May 2020

  Founder

  KID KINDNESS is an organization that focuses on getting our youngest ones involved in philanthropy. We do this through community service projects that are both educational and fun. We believe you are never too young to make a difference! http://kidkindness.weebly.com/

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  PNC

  Jan 2022 - now

  Senior Vice President & Senior Relationship Strategist, PNC Private Bank

  As a Senior Relationship Strategist, Erin coordinates a team toassist you and your family in pursuing the peace of mind that comes from knowingthat the important aspects of your financial life are thoughtfully orchestrated.Through a dynamic discovery process, Erin is able to help build and maintain athorough understanding of your needs and priorities. Helping you and your familywith the successful achievement of your goals and aspirations is our primary focus.Erin has the knowledge, experience and desire to help bring about successfuloutcomes as your trusted advisor. Show less