Experience

Pitcairn

• United States
• Financial Services
• 1 - 100 Employee

• Relationship Manager

  • Jan 2017 - Present

  - Responsible for developing and overseeing the implementation of long-term financial plans for families. - Work directly with clients to advise them on a wide array of financial matters. - Assess family wealth structures to devise custom goals-based financial plans. - Collaborate across Pitcairn’s Tax, Investments, and Trust Administration teams.

• Personal Financial Manager

  • Feb 2016 - Jan 2017

  Jenkintown, Pennsylvania, United States - Coordinated the development and implementation of comprehensive financial plans for ultra-high net worth individuals and families.

• Personal Financial Analyst

  • Feb 2014 - Jan 2016

  Jenkintown, Pennsylvania, United States - Handled accounting activities, including tax preparation, insurance needs analysis, trading activities, and report preparation and delivery.

• Client Service Administrator

  • Jul 2011 - Jan 2014

  Jenkintown, Pennsylvania, United States - Point of contact for daily client needs. - Supported client relationships to ensure a personalized, customized experience. - Helped with new clients onboarding and transitions. - Collaborated across with the Wealth Management, Fiduciary Services, and Operations teams to ensure client transactions are executed accurately and efficiently.