Role at Appleton
Ian is a member of Appleton’s New Business team. He is responsible for managing new accounts workflow and ensuring the required paperwork is collected and processed accurately and in a timely manner. Ian works closely with various teams within the firm providing exceptional customer service to Appleton’s client base.
Professional Experience
Ian joined Appleton in October of 2024 after graduating from Providence College in May. Ian’s prior experience includes an internship in Consumer Banking with Salem Five Bank where he participated in a rotational program covering various departmental roles which included Wealth Management and Commercial Underwriting, among others.
Education
B.S., Providence College
Personal Notes
Ian grew up in Melrose, MA and currently resides in North Reading, MA. Ian enjoys spending time on Cape Cod and being anywhere on or near the ocean. His hobbies include fishing, playing golf, and spending time with family and friends.
Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services.
