Roberta P. Anderson, CFP
As Senior Vice President, Roberta is responsible for the launch and development of our private banking offering throughout the bank’s footprint. Lending solutions are targeted and tailored for high- net-worth clients of our wealth management group.
Roberta began her career as a commercial lender with Cititrust, now JPMorgan Chase. Later, she spent 21 years with Union Trust Company and its successor banks, including First Fidelity and Wells Fargo. Along the way, she shifted from commercial lending when she became a Relationship Manager for the Private Banking Group at First Fidelity. Roberta grew in this role, becoming a Managing Partner for the bank’s most elite group of Relationship Managers. Later, as part of Wells Fargo, she managed the group’s lending activities as the Regional Private Banking Manager for New England. Roberta joined People’s United in 2012.
- Certified Financial Planner (CFP)
- Series 7 and 63 licenses
- Insurance license
- NMLS# 787435 for mortgage originators
Estate Planning Council of Lower Fairfield County
American Red Cross, Metro New York North Chapter
Fairfield University, bachelor’s degree in finance
University of Connecticut, MBA