Lawrence Wong

VP- Fiduciary Advisor at SVB Private, a division of First Citizens Bank at SVB Private
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Contact Information
us****@****om
(386) 825-5501
Location
San Francisco, California, United States, US
Skills

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Bio

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Experience

  • SVB Private
    • Banking
    • 200 - 300 Employee
    • VP- Fiduciary Advisor at SVB Private, a division of First Citizens Bank
      • May 2020 - Present

  • Boston Private
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Director- Trust Officer
      • May 2020 - Present

  • Bank of Marin
    • United States
    • Banking
    • 200 - 300 Employee
    • Vice President/ Sr. Trust Officer
      • Dec 2019 - May 2020

  • Northern Trust
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President and Sr. Trust Relationship Manager
      • Jan 2015 - Jul 2019

    • Vice President and Sr. Trust Advisor
      • Jan 2015 - Jul 2019

  • First Republic
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President and Senior Trust Officer
      • Aug 2001 - Dec 2014

      - Managed a book of complex trust, estate, and escrow relationships for high net worth clients.- Worked closely with investment managers, attorneys and accountants in team environment to ensured overall client satisfaction and uncover business development needs.- Worked on a team to improve efficiency through streamlining policies and procedures.- Participated in estate planning events to network and represent the bank and grow COIs.

    • Vice President and Senior Trust Officer
      • 2001 - Jul 2014

  • Bank of America
    • United States
    • Banking
    • 700 & Above Employee
    • AVP, Premier Banker
      • 1992 - 1999

Education

  • San Francisco State University
    Management, Business Administration and Management, General
    1991 - 1996

Community

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