Barbara Hill Email and Phone Number
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Barbara Hill personal email
Barbara Hill is a Managing Director, Senior Trust Officer and Wealth Planner delivering high-touch, specialized financial and fiduciary administration services. at Fiduciary Trust International. She possess expertise in wealth management, family office, relationship management, wealth preservation planning, multi generational wealth transfer and 32 more skills.
Fiduciary Trust International
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Managing Director, Senior Trust Officer And Wealth PlannerFiduciary Trust International Jun 2024 - PresentNew York, Ny, UsEfficient, solutions-focused administration of high-net-worth fiduciary and investment portfolios. Oversight of the delivery of trust, tax, estate, philanthropic, and financial planning for clients and their families.
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Family Office Relationship ManagerTrove May 2022 - Feb 2024Bryn Mawr, Pa, UsDirect management of financial service operations and administration for complex, ultra high net worth families and their entities. Manage team of accounting associates who handle daily payables, payroll, tax report preparation, financial reporting, and other client service tasks. Coordinate with third party advisors, vendors, and interested parties to develop estate, investment, tax, philanthropic, and related recommendations and strategies. Forecast, analyze, and monitor capital requests, budgets, liabilities.Manage the development and production of financial modeling and reporting packages. Create, review, and implement risk controls for clients and their entities. Actively participate in numerous corporate committees, corporate initiatives, and hiring. -
Senior Wealth AdvisorMarshall Financial Group May 2021 - Apr 2022Doylestown, Pa, UsLed comprehensive financial planning and investment management services for clients. Created and implemented financial planning strategies adherent to clients’ goals and objectives for tax, retirement, insurance, estate, and other related financial components. Oversaw the investment management of clients’ portfolios.Managed a team of client service associates who handled account administration. -
Attorney Focusing On Trusts And Estates Litigation And Commerical DisputesSteve Harvey Law Llc Feb 2019 - May 2021Philadelphia, Pennsylvania, UsI focused my practice on commercial litigation with emphasis on trusts and estates counseling and litigation. -
Vice President, Wealth AdvisoryThe Glenmede Trust Company, N.A. Aug 2007 - Apr 2018Managed ultra-high ($50 million plus) and high net worth ($5 million plus) client relationships. Directly responsible for over 75 relationships, $700 million AUM, and $5 million revenue annually. Proactively worked with clients and advisors to determine and implement appropriate investment and wealth management strategies to meet clients’ goals. Triaged estate and wealth planning issues and created effective solutions. Collaborated with investment, sales and operational teams to acquire and retain financially sophisticated clients. Educated clients on family succession planning, financial responsibility, transfer of wealth vehicles, fiduciary rules and procedures, and related financial concepts. Chaired a multi-year corporate initiative to engage the organization’s next generation clients for retention and growth of business. Ensured that fiduciary standards and practices were observed, including adherence to governmental and internal compliance mandates. Served on multiple company-wide committees as well as corporate initiatives. Mentored and trained numerous new wealth advisory professionals as part of formalized training program; led a wealth advisory client service team.
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Judicial ClerkHonorable Sandra Carol Moore Wells Jun 2006 - Aug 2006Researched habeas corpus case law and drafted opinions in the Eastern District of Pennsylvania.
Barbara Hill Skills
Barbara Hill Education Details
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Saint Joseph'S UniversityMaster Of Science In Financial Services -
Villanova University Charles Widger School Of LawJuris Doctorate
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University Of South FloridaMaster Of Public Health
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Niagara UniversityHuman Resources
Frequently Asked Questions about Barbara Hill
What company does Barbara Hill work for?
Barbara Hill works for Fiduciary Trust International
What is Barbara Hill's role at the current company?
Barbara Hill's current role is Managing Director, Senior Trust Officer and Wealth Planner delivering high-touch, specialized financial and fiduciary administration services..
What is Barbara Hill's email address?
Barbara Hill's email address is ba****@****ede.com
What schools did Barbara Hill attend?
Barbara Hill attended Saint Joseph's University, Villanova University Charles Widger School Of Law, University Of South Florida, Niagara University.
What are some of Barbara Hill's interests?
Barbara Hill has interest in Weightlifting, Writing, Skiing, Hiking, Running.
What skills is Barbara Hill known for?
Barbara Hill has skills like Wealth Management, Family Office, Relationship Management, Wealth Preservation Planning, Multi Generational Wealth Transfer, Writing, Editing, Strategic Financial Planning, Estate Planning, Asset Management, Trusts, Wealth.
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