We found the following information about Cecilia Loftus at Citizens Commercial Banking, where this expert has worked as a Managing Director, Head of Esop Banking Services since 2020. Cecilia's total work experience is over 20 years, during which time this person had at least eight jobs at different places to develop skills. Cecilia studied at the La Salle University - School of Business Administration from 2005 to 2011. This expert received the following certifications: Investment Banking Institute, Qualified 401(K) Plan Administrator Certificate/Designation, and Qualified Pension Administrator Certificate/Designation. Cecilia currently is located in Philadelphia, Pennsylvania. You can contact with Cecilia by searching for phone number or email address or find further info by requesting access to this professional's additional details.
Name variants:
Cecillia Loftus,
Cecelia Loftus,
Cecile Loftus,
Cecily Loftus,
Cicely Loftus,
Cis Loftus,
Cissy Loftus,
Sissy Loftus,
Celia Loftus,
Sis Loftus
Last updated Jul 06, 2024
Contact Information
Last Update
Jul 1, 2022
Email
ce**@gmail.com
Location
Philadelphia, PA
Company
Workplace
Managing Director, Head of Esop Banking Services
Wrentham, MA
Industry
Financial Services
Colleagues
Work History
Managing Director, Head of Esop Banking Services
Providence, RI
from Jan 2020
Business Development Consultant
1900 Market St, Philadelphia, PA 19103
Nth Round pairs a trusted legal framework with innovative technology to make facilitating liquidity simple and affordable. Nth Round's platform doesn t require you to tear up your existing c...
Jul 2019 — Oct 2019
Senior Vice President and Eastern Regional Director, Esop Advisory Practice
420 Montgomery St, San Francisco, CA 94129
Wells Fargo serves five of the top ten companies on NCEO's list of America's largest majority employee-owned companies, and has more than 400 privately-held ESOP company customers. In this r...
Nov 2016 — Oct 2018
Vice President
18w140 Butterfield Rd SUITE 800, Oakbrook Terrace, IL 60181
Responsible for business development and growth initiatives centered on new and mature ESOP opportunities Prairie is an employee owned company that provides investment banking, ESOP advisory...
Jul 2013 — Oct 2016
Vice President
Philadelphia, PA
Responsible for recommending repurchase obligation methods and funding strategies that were critical to clients long-term strategic planning Responsible for business development, project man...
Jun 2006 — May 2013
Retirement Plan Consultant
1100 southwest 6Th Ave, Portland, OR 97204
Consulted clients on a wide array of planning issues related to all types of qualified retirement plans
Jan 1999 — May 2002
Art and Drama Teacher
4800 east Doubletree Ranch Rd, Paradise Valley, AZ 85253
Sep 1997 — May 1998
Education
1992 — 1996
1988 — 1992
Occupations
Executive
Chief Executive Officer
Accountant
Finance and Accounting Specialist
Counselor
Health Specialist
Certified Nurse Aide
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Advisor
Nurse
Nurse Practitioner
Skills
Esop
Strategic Planning
Mergers and Acquisitions
Financial Modeling
Employee Benefits
Financial Analysis
Retirement Planning
Management
Pensions
Public Speaking
Investments
Business Development
Finance
Sales
Risk Management
Retirement
Microsoft Excel
Business Planning
401K
Analysis
Project Management
Powerpoint
Customer Service
Microsoft Word
Share Repurchase
Customer Relations
New Business Development
Manage Client Relationships
Building Relationships
Superior Client Service
Excel
Word
Data Analysis
Hiring Employees
Erisa
FAQs about Cecilia Loftus
What is the main profession of Cecilia Loftus?
Cecilia is a Managing Director, Head of Esop Banking Services.
What jobs is Cecilia Loftus a professional at?
The expert is a professional Executive and Chief Executive Officer jobs.
Where does Cecilia Loftus live?
Cecilia Loftus lives in Philadelphia, Pennsylvania.
Does Cecilia have the email address?
ce**@gmail.com is Cecilia's email address.
Where did Cecilia Loftus work?
Cecilia Loftus worked at Citizens Commercial Banking, Nth Round.
What education does Cecilia Loftus have?
Cecilia studied at the La Salle University - School of Business Administration from 2005 to 2011.
Are there any certifications Cecilia Loftus has?
The expert received the following certifications: Investment Banking Institute and Qualified 401(K) Plan Administrator Certificate/Designation.
What is professional industry that Cecilia Loftus worked in?
Cecilia works in Financial Services industry.