Members - Member Profiles Finance
Citizens Bank
Jerry Sargent
Executive Vice President
28 State Street
Boston, MA 02109
phone: 617-994-7074
email: girard.sargent@citizensbank.com
Citizens Financial Group, Inc. is a $167 billion commercial bank holding company. It is headquartered in Providence, R.I., and, through its subsidiaries, has more than 1,450 branches, approximately 2,650 ATMs and approximately 23,000 employees. Its two bank subsidiaries are RBS Citizens, N.A. and Citizens Bank of Pennsylvania. They operate a 12-state branch network under the Citizens Bank brand in Connecticut, Delaware, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island and Vermont, and the Charter One brand in Illinois, Michigan and Ohio. CFG has non-branch retail and commercial offices in about 40 states. It is one of the 10 largest commercial banking companies in the United States ranked by assets. CFG is owned by RBS (The Royal Bank of Scotland Group plc). Top
Fidelity Investments
Rob Reilly
Senior Vice President
82 Devonshire Street
Mail Zone V1B
Boston, MA 02109
phone:617-563-1856
email: Rob.Consulting.Reilly@fmr.com
Fidelity Investments is one of the world's largest providers of financial services, with custodial 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, and one of the largest mutual fund supermarkets and a leading online brokerage firm. Top
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Sovereign Bank
Joseph O'Leary, Jr.
Regional Executive, Corporate Banking
75 State Street, 4th floor
Mail Code: MA1-SST-04-10
Boston, MA 02109
phone: 617-346-7362
email: joleary@sovereignbank.com
Sovereign Bank has the tools, skilled professionals, and financial strength to help clients meet virtually any business challenge they face. Sovereign Bank takes a personal approach to business that is backed by their strength as a subsidiary of Sovereign Bancorp, a multifaceted financial services holding company. Sovereign Bank is one of America’s 20 largest banking institutions that: has more than $80 billion in assets and has over 750 Community Banking Offices in Connecticut, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania and Rhode Island. Their Corporate & Institutional Banking Group delivers financial solutions that support thousands of companies—public and private, domestic and multinational—and a range of institutional and public sector clients. Top
