As a Senior Relationship Manager in the Investor Services division, I am responsible for overseeing individual high-net-worth, trust, estate, and institutional accounts. I also work closely with Registered Investment Advisors and Family Offices to provide customized solutions that meet their client's needs.
My Experience
In my 29+ years at Fiduciary Trust International, I have worked in various roles. I have been in my current role as Relationship Manager since 2016. Prior to that, I managed our Client Reporting group, was a project manager involved in a number of strategic initiatives, worked as a performance measurement analyst and in Operations. I have a deep knowledge of our company systems, particularly our statements and web portal. Prior to Fiduciary Trust International, I worked at Ernst & Young for 2 years as a junior auditor.
Education
- St. Francis College, B.S. in Business Management
- Pace University, M.B.A. in Financial Management