Becky Dowd
Vice President & Financial Consultant at Rockland Trust | Greater Boston
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Becky Dowd serves as Vice President & Financial Consultant at Rockland Trust, where she plays a pivotal role in the Investment Management Group. With a strong focus on cultivating long-term relationships, Becky employs a client-centric approach to meet the diverse financial needs of high net worth individuals, business owners, and nonprofit organizations. Her expertise lies in designing and implementing tailored investment strategies that align with clients' specific objectives, whether they seek current income, capital preservation, or long-term capital growth.
In her current role, Becky collaborates closely with commercial lenders and Centers of Influence to create a seamless experience for her clients. She understands the unique challenges faced by business owners and nonprofits, and she leverages her extensive knowledge in strategic planning and business strategy to develop solutions that drive financial success. Through her adept sales management skills and a keen ability to foster customer relationships, Becky ensures that each client receives personalized attention and guidance throughout their financial journey.
Key projects under her leadership include the development of comprehensive investment portfolios that not only address immediate financial goals but also anticipate future needs. By integrating public relations and customer relationship management (CRM) strategies into her practice, Becky enhances client engagement and satisfaction. Her commitment to excellence and her ability to navigate complex financial landscapes make her a trusted advisor in the industry, helping clients achieve their financial aspirations with confidence.
Vice President & Financial Consultant at Rockland Trust in May 2016 to Present
Vice President of Business Development at Bank of Cape Cod in September 2014 to April 2016
Executive Director of Healthy Living at South Shore YMCA Hanover branch in September 2012 to March 2014
CMO at BoardProspects, Inc. in April 2011 to June 2012
CMO at KAF Financial Advisors in March 2005 to August 2011
Chief Marketing Officer at KAF Financial Advisors in January 2005 to August 2011
Director of Marketing at Walter & Shuffain PC in January 1997 to January 2002
Business Development Officer at Bank of Boston in January 1992 to January 1997
District Manager at ADP in May 1989 to January 1992
Assistant Controller at Eagle/Cybex Fitness in January 1981 to January 1987
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Sales Management
Marketing Strategy
Social Networking
Fundraising
Board Development
Career Development
Non-profits
Marketing
Leadership
Training
Selling
Sales
Management
Leadership Development
Budgets
Small Business
Strategic Planning
Public Speaking
New Business Development
Nonprofits
Business Strategy
Public Relations
Program Management
Marketing Communications
Business Development
Coaching
Community Outreach
Email Marketing
Entrepreneurship
Lead Generation
Strategy
Event Management
Team Building
Start-ups
Social Media Marketing
Event Planning
Time Management
Strategic Partnerships
Sales Operations
Online Marketing
Networking
Social Media
Mergers & Acquisitions
Executive Management
CRM
Advertising
Direct Marketing
Customer Service
Budgeting
Customer Relationship Management (CRM)
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Discover more about Rockland TrustWhat is Becky Dowd email address?
Email Becky Dowd at [email protected] and [email protected]. This email is the most updated Becky Dowd email found in 2026.
What is Becky Dowd phone number?
Becky Dowd phone number is +13393640061 and +15087323374.
How to contact Becky Dowd?
To contact Becky Dowd send an email to [email protected] or [email protected]. If you want to call Becky Dowd try calling on +13393640061 and +15087323374. (updated on November 04, 2024)
What company does Becky Dowd work for?
Becky Dowd works for Rockland Trust
What is Becky Dowd's role at Rockland Trust?
Becky Dowd is Vice President & Financial Consultant
What industry does Becky Dowd work in?
Becky Dowd works in the Banking industry.
Becky Dowd Email Addresses
Becky Dowd Phone Numbers
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