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12/11/2007
"Initially, our goal was to utilize your services to benchmark our performance against that of like community banks. What we received was anything but a mere benchmarking analysis! Your expertise and experience within the retail investment services industry provided our organization with numerous insights into industry "best practices." Thus, providing measurable and sustainable business operations which will allow us to continually grow and enhance our customer relationships.
As a strong organization prior to your engagement, I believe we have now crossed the threshold into new areas of greatness that were not available to us prior. As a leader, it is always necessary for me to seek new ideas from individuals with an outside perspective, as well as those providing forward-thinking initiatives. You brought that and so much more to the table."
John Ridge, Vice President
BCU Wealth Management
05/06/2008
"We would like to take this opportunity to say "thank you" for all your efforts on behalf of East Boston Savings Bank and East Boston Investment Services. Your professionalism and expertise went far beyond our expectations. The many components of our engagement allowed us to seamlessly go through the process of due diligence in a very orderly manner.
As each step progressed from the individual firm review, the number crunching, to the presentations and referrals, you combed through the data and made us aware of the major pros and cons of each firm. I personally felt that a weight was taken off my shoulders when we hired your firm to take us through this cumbersome process.
Now that we have negotiated an agreement with our new broker/dealer firm, we again say thanks for bringing this firm to the table. We anticipate a long relationship with them.
Also, a quick note of appreciation for assisting us with the revision of our NDIP Policy."
Sincerely,
Anne Gelineau Powers
Investment Executive
Assistant Vice President
East Boston Savings Bank
04/21/2008
"Now that our project to select a new broker/dealer for East Boston Investment Services is behind us, I just wanted to let you know how much we appreciated the work you did in making this such a smooth and efficient process. You brought to this project a focused, structured way of organizing and evaluating the material and scheduling presentations that made it very easy for our management team to process the information and come to the right decision. We know this would have been a much more cumbersome process had we tried to do it on our own.
You also shared with us many other industry best practices, which we think will help us improve our business model and increase our revenue. Your assistance in revising our non-deposit investment products policy helped us address some weaknesses in that policy that had been cited in past compliance and regulatory exams.
Working with Bank Broker/Dealer Solutions has put East Boston Investment Services in a much better position to compete in our marketplace and to enhance the revenue and profitability of our retail investment program. I will not hesitate to recommend your consulting services to other colleagues in the industry. Please feel free to use me as a reference."
Sincerely,
Keith Armstrong, Division Vice President
Consumer & Business Banking
October 7, 2008
"During the past six years I have had the opportunity to work with Patricia Wood as team member of Chittenden, at Bank Broker/Dealer Solutions and through the Pennsylvania Bankers Association. Throughout my years of working with Patricia I have experienced her professionalism, thorough knowledge of the Bank Broker/Dealer industry and understanding of the wealth management business line. In addition to her strong technical knowledge, Patricia has proven to be an excellent professional speaker with ability to take complex concepts and communicate them in an effective and comprehensible manner.
I would recommend to any professional organization, Patricia Wood as a guest speaker or keynote speaker on any subject matter related to the wealth management industry. In addition, her attention to detail and solid understanding of the business of wealth management provides her with the skills to be an excellent consultant and project manager to the bank broker-dealer/wealth management industry. I would be happy to discuss any of my professional experiences with Patricia in greater detail."
Lana Burkhardt
Vice President
Susquehanna Wealth Management
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