Cindy C. O'Rourke
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Perfil
Ms. Cindy C.
O'Rourke is Senior Vice President at Ram Trust Services, Inc. Prior to joining Ram Trust, Ms. O'Rourke was most recently with Charter Oak Capital Management in Portland, and previously with Fidelity Investments for over 16years.
She worked extensively with Fidelity's highest net worth clients as Vice President and Senior Account Executive in Fidelity's Private Client Group.
A Certified Financial Planner since 2007,
Ms. O'Rourke holds a Bachelor of Arts in Economics and French from The College of Holy Cross.
She is also a member of the Financial Planning Association.
Antiguos cargos conocidos de Cindy C. O'Rourke.
| Empresas | Cargo | Fin |
|---|---|---|
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Spinnaker Trust
 Spinnaker Trust Investment ManagersFinance Spinnaker Trust is a trust management firm headquartered in Portland, Maine. The firm was founded in 1970 and formerly known as Ram Trust Services, Inc. Spinnaker Trust offers multiple strategies ranging from broadly based, diversified portfolios built with low-cost Exchange Traded Funds (ETFs) to single stock and bond portfolios, to alternative assets managed both by Spinnaker Trust and third party managers selected and monitored by them. | Corporate Officer/Principal | - |
Formación de Cindy C. O'Rourke.
| College of the Holy Cross (Massachusetts) | Undergraduate Degree |
Experiencias
Funciones ocupadas
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Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Spinnaker Trust
Spinnaker Trust Investment ManagersFinance Spinnaker Trust is a trust management firm headquartered in Portland, Maine. The firm was founded in 1970 and formerly known as Ram Trust Services, Inc. Spinnaker Trust offers multiple strategies ranging from broadly based, diversified portfolios built with low-cost Exchange Traded Funds (ETFs) to single stock and bond portfolios, to alternative assets managed both by Spinnaker Trust and third party managers selected and monitored by them. | Finance |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
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