I am a seasoned private banking professional dedicated to delivering bespoke financial solutions tailored to high-net-worth individuals and institutional clients. With a strong foundation in wealth management and a commitment to personalized custody safekeeping client service solutions, I leverage deep industry knowledge to optimize financial outcomes and foster long-term client relationships. Through mentoring, I nurture the next generation of private banking professionals, fostering their development and ensuring continuity of exceptional client care.
My Experience
I have 35+ years of security industry experience. I am a relationship manager of individual, trust & estates, partnerships, corporations, IRA and employee benefit custody accounts, with in-depth experience in all phases of FTCI systems, operations and custody services. I joined Fiduciary Trust International in 1996.
Education
- Saint Francis College, Bachelor of Arts, Economics with a concentration in finance
- New York Bankers Association Trust Administration and the Estate Administration Schools of New York
Financial Credentials
- Claritas Investment Certificate by the CFA Institute