Experience

Wealthspire Advisors

• United States
• Financial Services
• 200 - 300 Employee

• Managing Director, Head of Trust

  • Oct 2022 - 1 year 3 months

  New York City Metropolitan Area



Comerica Bank

• United States
• Banking
• 700 & Above Employee

• Senior Vice President, Managing Director of Fiduciary Sales and Client Enablement

  • Oct 2018 - Sep 2022

  Greater New York City Area Led the marketing, branding and business development for personal trust sales for Comerica Bank & Trust NA, Alliance Division. With a team of 12 Trust Specialists, located throughout the US, Comerica Bank and Trust is the pioneer of 3rd party trust service. Since 1994, we have been providing Financial Advisors the ability to custody and manage their clients relationships while Comerica serves as the corporate fiduciary. We offer turn-key solutions from Estate Settlement services to transition… Show more Led the marketing, branding and business development for personal trust sales for Comerica Bank & Trust NA, Alliance Division. With a team of 12 Trust Specialists, located throughout the US, Comerica Bank and Trust is the pioneer of 3rd party trust service. Since 1994, we have been providing Financial Advisors the ability to custody and manage their clients relationships while Comerica serves as the corporate fiduciary. We offer turn-key solutions from Estate Settlement services to transition planning for Business Owners. With the added benefit of though leadership expertise in the real estate, closely held assets and SNT arena, there is a reason why Comerica Bank & Trust is continually relied upon by our Alliance partners at firms like UBS, Morgan Stanley, Wells Fargo, RBC, Fidelity, Pershing and several others to retain and grow their client base.

• Managing Director of Fiduciary Sales & Strategy, Comerica Trust

  • Oct 2018 - Sep 2022



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Head of UBS Trust Solutions, Executive Director

  • Sep 2015 - Oct 2018

  Mt. Laurel, New Jersey Led the marketing and consultative message of trust structures to Private Wealth and Wealth Management Financial Advisors within UBS. Primary goal was to provide extensive financial coaching experience along with corporate and personal trust experiece for new and existing clients of the firm. Through coordinated efforts within the open architecture platform of trust providers, I provided "Advice Beyond Investing, for HNW and UHNW clients.



RBC Wealth Management, Royal Trust

• Canada
• Financial Services
• 100 - 200 Employee

• Sr. Lead Trust Consultant, Alliance Channel

  • Jan 2013 - Sep 2015

  Wilmington, DE With over 18 years of corporate and personal trust experience, I provide my partners with the expertise, commitment to excellence and responsiveness they expect from a trusted advisor. I provide an extensive consultative approach in the development and transition of personal and corporate trust structures within the Alliance channel of RBC Trust Company (Delaware) Ltd. My partnerships and strong relationships include estate planning specialists, wealth management consultants, and Financial… Show more With over 18 years of corporate and personal trust experience, I provide my partners with the expertise, commitment to excellence and responsiveness they expect from a trusted advisor. I provide an extensive consultative approach in the development and transition of personal and corporate trust structures within the Alliance channel of RBC Trust Company (Delaware) Ltd. My partnerships and strong relationships include estate planning specialists, wealth management consultants, and Financial Advisors at Morgan Stanley, UBS, Fidelity, Hightower, Ayco, Lincoln Financial and Janney Montgomery Scott. I have extensive expertise in Delaware trust structures, Asset Protection trusts, charitable trusts, Pre-Need and cemetery trusts, GRAT's, QTIP's, Special Needs and Guardianship, Custody, Reinsurance and Escrow arrangements. Show less



Macquarie Group

• Australia
• Financial Services
• 700 & Above Employee

• Internal Investment Consultant

  • Sep 2011 - Dec 2012

  Greater Philadelphia Area Wholesaler for Delaware Investments Group.



PNC

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Treasury Management Consultant

  • Mar 2008 - Aug 2011

  Greater Philadelphia Area Managed the Cash Management sales efforts in the Bucks, South Jersey and Shore region for PNC Bank.



TD

• Canada
• Banking
• 700 & Above Employee

• Vice President - Treasury Mgmt Product Manager/Fiduciary Trust Division Head

  • Jul 1993 - Feb 2008

  Cherry Hill, NJ Developed and led the Fiduciary and Corporate Trust Business Channel of Commerce Bank, 2004-2008. Developed the Proposal Generation team within Cash Management, 2001-2004. Cash Mgmt Consultant for Mercer, Gloucester and Burlington counties, 1997-2001.