Kathleen O'Brien

Senior Vice President | Regional Trust Manager at Arden Trust Company
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Wilmington, Delaware, United States, US
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Accredited Estate Planner
    -
  • Certified Trust and Financial Advisor
    -

Experience

  • Arden Trust Company
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Vice President | Regional Trust Manager
      • Jul 2015 - Present

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President | Team Lead | Senior Trust Officer
      • Jul 2012 - Jul 2015

      Managed the trust administration process for teams of up to 8 trust officers/administrators in a service team environment. Teams included Financial Advisor Referred Business as well Centralized Trust Office clients. Managed the trust administration process for teams of up to 8 trust officers/administrators in a service team environment. Teams included Financial Advisor Referred Business as well Centralized Trust Office clients.

  • Tessera Elder Consulting
    • Wheaton, Illinois
    • Founder
      • Aug 2010 - Jul 2012

      Financial Care Management. Financial and estate guidance, answers and assistance to seniors and their families. Financial Care Management. Financial and estate guidance, answers and assistance to seniors and their families.

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Director | Vice President | Senior Trust Officer
      • Mar 2002 - Dec 2009

      “Kathy and her team at Morgan Stanley Trust have brought understanding and an even hand to assist a family implement their complicated estate plan and treat each of the siblings fairly.” July 23, 2009 Top qualities: Personable, High Integrity, Creative Candace Berg Tooke hired Kathleen as a Trustee in 2004 “Kathy and her team at Morgan Stanley Trust have brought understanding and an even hand to assist a family implement their complicated estate plan and treat each of the siblings fairly.” July 23, 2009 Top qualities: Personable, High Integrity, Creative Candace Berg Tooke hired Kathleen as a Trustee in 2004

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Director | Vice President | Senior Trust Officer
      • Nov 1995 - Mar 2002

  • Northern Trust
    • United States
    • Financial Services
    • 700 & Above Employee
    • Assistant Vice President | Trust Officer
      • Jun 1986 - Nov 1995

Education

  • Arizona State University
    Bachelor's degree, Pre-Physical Therapy Studies
  • Southern Illinois University, Carbondale
    Physical Therapy/Therapist
    1978 - 1981

Community

You need to have a working account to view this content. Click here to join now