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1500 Main St 25Th Floor, Springfield, MA 01115-1001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-05-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lee Bank | Lee | MA | 04/2016 | Present |
| St Germain Securites Inc | Lee | MA | 09/2016 | 12/2024 |
| St. Germain Investment Management, Inc. | Springfield | MA | 04/2016 | Present |
Employee of Lee Bank as AVP of Private Banking and Trust Services with related job duties: private banking client customer relations and support and trust documentation and trust client's support including funds transfers and trust document review. Start date 05/2016 with approximately 140 hours/month during trading hours dedicated to other business as a dual employee of St Germain Securities Inc.2)Treasurer for the Non-Profit Center of the Berkshires (NPC) Start date March 1, 2018 with approximately 5 hours per month or 56 hours per year outside of her normal work day and trade hours. NPC plans workshops and events to help area's non-profits learn, collaborate, and network. As treasurer she is responsible for overseeing a small budget but is not responsible for choosing investments or directing funds independently. There is no compensation paid for her time as this is a volunteer position.
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