Members - Member Profiles Finance
Jerry Sargent
President
28 State Street
Boston, MA 02109
phone: 617-994-7074
email: girard.sargent@citizensbank.com
As part of the Royal Bank of Scotland Group (RBS), RBS Citizens is one of the world's leading commercial banking institutions. It is headquartered in Providence, RI, and through its US retail division operates a 12-state branch networkd under the Citizens Bank and Charter One brand names with more the 1,500 branches, approximatley 3,900 ATMs and more the 20,900 employees. RBS Citizens has non-branch officies in about 40 states, and their affiliation with RBS allows them to extend their reach to more than 38 countries, providing local expertise and in-market operations on a global basis.
Joseph Holland
Senior Vice President, Commercial Banking
Eastern Bank Corporation
265 Franklin Street
Boston, MA 02110
phone: 617-897-1045
email: j.holland@easternbank.com
Founded in 1818 and based in Boston, Eastern Bank is the largest independent and mutually owned bank in New England, with $7.6 billion in assets and more than 90 branches serving communities from the Merrimack Valley to Cape Cod. Eastern Bank offers banking, investments and insurance all under one roof, and prides itself on working harder to understand its customers' needs so it can deliver these services in a committed and personal way. Eastern Bank includes Eastern Wealth Management and Eastern Insurance.
Mr. Robert Reilly
Senior Vice President
Fidelity Investments
82 Devonshire, Mail Zone V1B
Boston, MA 02109
Phone: 617-563-1856
Email: Rob.Reilly@fmr.com
Fidelity Investments is one of the world's largest providers of financial services, with custodied assets of over $2 trillion, including managed assets of $1 trillion. Fidelity offers investment management, retirement planning, brokerage, human resources and benefits outsourcing services to 20 million individuals and institutions as well as through 5,500 financial intermediaries. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, one of the largest mutual fund supermarkets and a leading online brokerage firm.
Meg Delorier
Chief of Staff
160 Federal Street
Boston, MA 02110
phone: 617-330-2016
email: mdelorier@massdevelopment.com
MassDevelopment, the state's finance and development agency, works with businesses, financial institutions, and local officials to stimulate economic growth across the Commonwealth. During FY 2010, MassDevelopment financed or managed 241 projects statewide representing an investment of $1.4 billion in the Massachusetts economy.
Penny Garver
Senior Vice President
Relationships Manager
75 State Street
Boston, MA 02109
phone: 617-346-7363
email: pgarver@sovereignbank.com
Sovereign Bank, a subsidiary of Banco Santander, S.A., is a financial institution with principal markets in the Northeastern United States. Sovereign has more than 700 branches, over 2,300 ATMs and approximately 8,000 team members. Banco Santander is a retail and commercial bank, headquartered in Spain, with a presence in ten main markets: Spain, Portugal, Germany, the UK, Poland, Brazil, Mexico, Chile, Argentina, and the U.S.
