Janice M. Casoli
Senior Vice President and Trust Officer
With extensive experience in the trust and investment management industry, Janice provides superior client service to our wealth management clients. She also works with attorneys and Certified Public Accountants (CPA) to provide comprehensive plans for each client, and administers client trusts with real estate, addressing all issues related to property management.
Before joining First Financial Trust, Janice was Vice President & Trust Operations Officer with Congress Trust, N.A., a subsidiary of Congress Asset Management of Boston, as well as a Probate Accountant for Ropes & Gray and State Street Bank & Trust Company.
Janice attended Bentley College, graduated from the Cannon Financial Trust School, and has added to her experience by completing numerous fiduciary and trust seminars and programs. She has a strong background in compliance procedures under the Office of the Comptroller of the Currency (OCC) guidelines and internal audit requirements. In addition to being a Notary Public, Janice is a member of FFT’s trust administration committee. She also serves on the Financial Abuse Specialist Team (FAST) of the Northern Mass region of Elder Protective Services.
Janice currently serves on the Board of the Lynnfield Rotary Charitable Fund and the Board of the Wakefield Area Chamber of Commerce as Co-President. She has also received multiple Paul Harris Awards. She is a long-time member of Lynnfield Rotary, serves on the Board and as Treasurer, and is a former Board member of the Mystic Valley Elder Services.
She resides in Lynnfield with her husband, Robert.