Sandy Spring Bank Appoints New Division Executive of Sandy Spring Private Client Group
May 16 2019 - 07:00AM
Sandy Spring Bank announced today that Roberta Z. Greenspan, CFA,
CFP®, has joined the company as the Division Executive of the Sandy
Spring Private Client Group, a division within the bank that takes
a holistic approach to meeting clients’ financial needs through
trust services, private banking, wealth planning and investment
management. Greenspan will lead a team of 45 employees with an
average of 20 years of experience.
“Roberta brings extensive experience in financial services, and
she has an outstanding track record in business development,” said
R. Louis Caceres, Executive Vice President at Sandy Spring Bank.
“Her deep industry knowledge, excellence in delivering personal
service, and admirable leadership style will help us grow by
effectively meeting the diverse financial needs of our
clients.”
With 25 years of experience in financial services, Greenspan
joins Sandy Spring Bank from Charles Schwab in Tysons Corner where
she was a wealth management consultant for the Mid-Atlantic states.
Prior to that, Greenspan held senior positions in wealth management
at large regional banks in the Greater Washington D.C. region and
in Florida.
“I grew up in Montgomery County, Maryland, and I have always
admired Sandy Spring Bank and the reputation that precedes it,”
said Greenspan. “I am so impressed with the expertise of the
employees at Sandy Spring Bank and the unwavering commitment to
serving the individual needs of every client.”
Greenspan added, “One of the key advantages of the Sandy Spring
Private Client Group is access to all of the bank’s resources. The
private banking, wealth planning and trust experts work together
seamlessly to deliver comprehensive and personalized strategies to
help each client achieve their financial goals. This approach,
coupled with a tenured team at an organization with 150 years of
serving the community, is very attractive to clients.”
About Sandy Spring Bancorp, Inc.Sandy Spring
Bancorp, Inc., headquartered in Olney, Maryland, is the holding
company for Sandy Spring Bank. Independent and community-oriented,
Sandy Spring Bank offers a broad range of commercial banking,
retail banking, mortgage and trust services throughout central
Maryland, Northern Virginia, and Greater Washington D.C. Through
its subsidiaries, Sandy Spring Insurance Corporation and West
Financial Services, Inc., Sandy Spring Bank also offers a
comprehensive menu of insurance and wealth management services.
Visit www.sandyspringbank.com for more information.
Media ContactSam
Price301.260.3614sprice@sandyspringbank.com
A photo accompanying this announcement is available at
http://www.globenewswire.com/NewsRoom/AttachmentNg/92c52629-3f5c-4a45-a8b0-5361e34bd9cf
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