Financial Services

A DAY’S WORK: Oceanstate Financial new-business analyst Anne Alix, left, calls the company’s office a “very relaxed, but very busy atmosphere.” /

Team approach scores with busy Oceanstate staff

Financial Services 06/22/2009

On a recent Friday, all the financial advisers, managers and other “team members” at Oceanstate Financial Services sat down for a potluck lunch at...

ALL THE WAY TO THE BANK: Bank Newport executives, from left: Director of Retail Banking Susan Replogle; President Tom Kelly; Senior Vice President Wayne Long; Customer Service Supervisor Maryellen Goode and Network Systems Manager Mike Gunsworth. /

Employees long have had a voice at Bank Newport

Financial Services 06/22/2009

For the third consecutive year Bank Newport has been named one of Providence Business News’ Best Places to Work in Rhode Island. While it’s...

INSURANCE POLICY: Amica rewards its workers through benefits that include its employee-appreciation program and personal health-risk assessments. /

Employee perspective informs Amica’s culture

Financial Services 06/22/2009

Health insurance, 401(k), vacation time. Employees at Amica Insurance, of course, are entitled to these standard benefits. But Jill Andy, director of human resources,...

A GOOD FIT: Advanced Financial Services Sales Manager Matt Mallette, right, and team leader Rich Brandariz, left, were among the employees to take advantage of a recent lunch-hour fitness camp at the firm’s Middletown headquarters. /

Fair play, openness help win over workers at AFS

Financial Services 06/22/2009

Like most in the mortgage industry, Middletown-based Advanced Financial Services (AFS) didn’t have the best of years in 2008. Earnings were 50 percent off...

Bank of America’s chief should have shared more earlier

Financial Services 06/21/2009

Rules and lawyers sealed Kenneth Lewis’ lips. That was the chief executive officer’s excuse before a congressional committee recently for keeping Bank of America Corp....

I pursued this … to provide a level of service to LGC&D’s clients that is not normally found. /

LGC&D’s Ricci receives auditor certification

Financial Services 06/21/2009

Kevin Ricci, director manager of information systems at Lefkowitz, Garfinkel, Champi & DeRienzo (LGC&D), received the designation of Certified Information Systems Auditor (CISA). Currently,...

FROM LEFT: Jonathan K. Farnum, hospital trustee and member of the board of the Kent Hospital Foundation, presents the award given in his name to James M. Vesey, executive vice president and chief credit officer at Washington Trust. /

Washington Trust named ‘Business of the Year’

Financial Services 06/21/2009

Washington Trust was recently presented with the Jonathan K. Farnum Business of the Year Award by the Kent Hospital Foundation at the foundation’s “Evening...

Survey: Customer service may help small banks grow

Financial Services 06/21/2009

A recent survey commissioned by a New York metropolitan bank indicates that small-business owners can be wooed away from the nation’s largest banks to...