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Cambridge Savings Bank Leads $45MM Participation Loan for Modera Wealth Management s Transaction with Parsec Financial Management - News

Cambridge Savings Bank (CSB), a full-service mutual bank with a customer-first approach and nearly $7 billion in assets, announced that it was the lead bank in a $45 million participation loan for Modera Wealth Management, LLC (Modera)’s transaction with Parsec Financial Management, Inc (Parsec). Led by CEO Tom Orecchio, CFA®, CFP®, ChFC®, AIF®.

United kingdomUnited statesBrian anneseTom orecchioCambridge savings bankModera wealth managementKroll bond rating agency affirmedParsec financial management incParsec financial managementFinancial plannersEast coastFirst vice presidentCorporate banking lendingCommercial real estate lendingAsset based lendingTreasury management

Cambridge Savings Bank Leads $45M Participation Loan for Modera Wealth Management, LLC s Transaction with Parsec Financial Management, Inc

Cambridge Savings Bank Leads $45M Participation Loan for Modera Wealth Management, LLC s Transaction with Parsec Financial Management, Inc
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United statesUnited kingdomNorth carolinaNew jerseyNew yorkTom orecchioBrian anneseMeaghan mcnicholKroll bond rating agency affirmedParsec financial management incModera wealth managementSenior corporate banking loan officercambridge savings bankCambridge savings bankEast coastSavings bankParsec financial management

Cambridge Savings Bank Deepens Relationship with First Boston Construction Holdings, LLC

Cambridge Savings Bank Deepens Relationship with First Boston Construction Holdings, LLC
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United statesBorough of bedfordUnited kingdomBrian anneseDavid grossmanFirst boston construction holdingsSenior corporate banking loan officercambridge savings bankCambridge savings bankGrossman companiesCambridge savings bank deepens relationshipSavings bank deepens relationshipSavings bankNew englandFirst boston constructionFirst vice presidentCorporate banking lending

Cambridge Savings Bank Increases C&I Revolving LOC to $60MM for First Boston Construction

Cambridge Savings Bank Increases C&I Revolving LOC to $60MM for First Boston Construction
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United statesUnited kingdomBrian anneseDavid grossmanGrossman companiesCambridge savings bankFirst boston construction holdingsNew england

Cambridge Savings Bank Extends $10 Million in Financing to American Gas Products to Support Rapid Growth

Cambridge Savings Bank Extends $10 Million in Financing to American Gas Products to Support Rapid Growth
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United kingdomUnited statesBorough of bedfordBrian anneseMeaghan mcnicholMike dauriaMatthew dauriaCambridge savings bankNational beverage carbon dioxideSenior corporate banking loan officercambridge savings bankSavings bankAmerican gas productsMatthewd auriaChief financial officerChief operating officerAmerican gas