GoLocalProv | Business | People on the Move: Bergeron to BankRI and Estrada Joins Residential Properties

Monday, May 22, 2023

GoLocalProv Business Team

GoLocal’s People on the Move is an update on new hires and promotions across southern New England. If your organization has an announcement, email it to us at [email protected].

RPL Welcomes Sales Associate Genesis Estrada to its Cumberland OfficeGET THE LATEST BREAKING NEWS HERE — SIGN UP FOR GOLOCAL FREE DAILY EBLAST

Residential Properties Ltd. announces that Sales Associate Genesis Estrada has joined the team of real estate advisors at our Cumberland office. Offering the highest standard of integrity, ethics, and dedication, Genesis is tireless in making the home-buying process as comfortable and smooth as possible. She speaks English and Spanish and is licensed in RI and MA, allowing her to serve a range of buyers and sellers.

Love of homes and her home state

As a born and bred Rhode Islander, she is excited to be in a career that leverages her natural enthusiasm for the area. Genesis was raised in Providence, then moved to Johnston and has lived there ever since. “I love the beach, so The Ocean State is an amazing place to call home,” Estrada said. “Our area offers such variety in all kinds of ways, from our natural resources and geography to our unique local businesses, coffee shops, and restaurants.”

Genesis took time to consider which agency would be best for her. She wanted to join a top brokerage with true knowledge of the area that would empower her to deliver positive experiences for buyers and sellers. “I think RPL is a great company because they hold themselves to a high standard,” Estrada noted. “They offer agents a lot of mentorship, training, and resources to enhance your skill set in real estate. The company goes above and beyond as far as providing agents what they need to serve their clientele.”

New and exciting experiences

During her free time, Genesis loves to visit East Greenwich, particularly its historic Main Street and Goddard Park. To stay physically and mentally sharp for her clients, Genesis is always learning something new. “Right now I’m learning to speak Italian,” Estrada added. “I am always up for new experiences and hobbies. This summer, I hope to try horseback riding!”

Spending time to map out her new career, Genesis is primarily concerned with upskilling, using RPL’s marketing technology, and enjoying the journey of homeownership with her clients. “I would like to learn as much as possible and am eager to help people find their dream home,” Estrada said. “Buying a home is one of the most exciting events in your life, and I look forward to being a part of that with clients.” 

To learn more about Genesis, please visit GenesisEstrada.com.

The investment services team of Bank Rhode Island (BankRI) has grown. The bank announced it had hired Richard Bergeron as Senior Financial Consultant. Richard brings more than two decades of experience as a financial advisor to BankRI and specializes in investment strategies, financial and retirement planning, and insurance products. With BankRI, Bergeron services clients statewide and in nearby Massachusetts.

“Richard brings a tremendous amount of knowledge and experience to our team, and invaluable experience helping clients both achieve and protect their financial aspirations,” said Melissa Trapp, SVP, Investment Manager for BankRI. “Every client – from their goals to their risk tolerance – is different, and Richard embraces the personalized approach BankRI is known for. We’re happy to have him.”

At BankRI, Bergeron works with individuals and businesses to assess their financial circumstances and develop individualized plans to meet their financial goals. He takes a comprehensive approach to helping to manage clients’ expenses while focusing on protecting assets and income planning for the present and in retirement. His registered branch office and contact is 445 Putnam Pike, Smithfield, RI; (401) 574-1344. 

Prior to BankRI, Richard most recently spent nearly seventeen years as a Senior Vice President with Bluestone Bank, formerly Mansfield Bank. He holds a degree from Rhode Island College, is a CERTIFIED FINANCIAL PLANNER™  and holds certification from the Financial Planner Board of Standards, Inc. and The American College of Financial Services.

He lives in North Smithfield, is the Past President of the Bristol County Estate Planning Council and a former Adjunct Professor in the Executive Development Program at Bryant University. He is a veteran of the Persian Gulf War and is actively involved with local veteran organizations.

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