Trust Accounting Specialist@ Loring, Wolcott & Coolidge Trust, LLC
Boston, Massachusetts, United States
Margaret Walsh
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FlashIntel GPTMargaret Walsh is a highly experienced professional with 12.5 years of work experience. She possesses strong organization skills, time management abilities, and customer service abilities. Margaret has a background in Microsoft Office, social media, client contact, account reconciliation, and Microsoft Excel. She is based in the United States. Margaret has worked at Loring, Wolcott & Coolidge Trust, LLC in Massachusetts, where she held various roles such as Trust Accounting Specialist, Tax Compliance Assistant, Records Generalist, and Server. She also has experience in the hospitality industry.
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Emails and Phone Numbers
Work Experience
Trust Accounting Specialist
Tax Compliance Assistant
Records Generalist
Financial Services
Margaret Walsh's Professional Milestones
- Tax Compliance Assistant (2018-09-01~2019-11-01): Establishing robust tax laws and regulations, ensuring adherence to regulatory requirements for clients and clients.
- Records Generalist (2018-06-01~2018-09-01): Implementing efficient monitoring systems, optimizing data collection and analysis capabilities.
Skill
Organization Skills
Time Management
Customer Service
Microsoft Office
Social Media
Client Contact
Account Reconciliation
Microsoft Excel
Certification
Colleagues
Michael Gear, CFA
assistant portfolio manager at loring wolcott & coolidge
Michael Foos, J.D., CTFA
trust counsel at loring wolcott & coolidge trust llc
Charlie Schmidt
Chief Compliance Officer | Regulatory Counsel
Alison Boucher
Manager Of Trust Accounting
Courtney Monteleone, EA, MST
Conseiller En Revenu
Other Named Margaret Walsh
Frequently asked questions
We found 1 Margaret Walsh's email addresses
We found 2 Margaret Walsh's phone numbers
Margaret Walsh's social media include: Linkedin,
Margaret Walsh works for Loring, Wolcott & Coolidge Trust, LLC
Margaret Walsh's role in Loring, Wolcott & Coolidge Trust, LLC is Trust Accounting Specialist
Margaret Walsh works in the industry of Financial Services
Margaret Walsh's colleagues are Michael Gear, CFA,Michael Foos, J.D., CTFA,Charlie Schmidt
Margaret Walsh's latest job experience is Trust Accounting Specialist at Loring, Wolcott & Coolidge Trust, LLC
