Cindy R. Berozsky

Cindy R. Berozsky Email and Phone Number

Managing Director and Senior Trust Officer @ Bank of America Private Bank
New York, NY, US
Cindy R. Berozsky's Location
New York, New York, United States, United States
Cindy R. Berozsky's Contact Details

Cindy R. Berozsky work email

Cindy R. Berozsky personal email

n/a
About Cindy R. Berozsky

Experienced fiduciary officer with over 20 years of combined banking and legal experience focused in the areas of estate planning, complex trust & estate administration and multi-generational relationship management. Expertise in the area of fiduciary relations between beneficiaries and corporate-individual trustees. Consistently providing creative and tax-smart wealth management solutions for high net worth clients. A friend, mentor and a leader, to my peers with an open-door policy for all current and former colleagues and COIs. Please reach out!

Cindy R. Berozsky's Current Company Details
Bank of America Private Bank

Bank Of America Private Bank

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Managing Director and Senior Trust Officer
New York, NY, US
Website:
bankofamerica.com
Employees:
232061
Cindy R. Berozsky Work Experience Details
  • Bank Of America Private Bank
    Managing Director And Senior Trust Officer
    Bank Of America Private Bank
    New York, Ny, Us
    View
  • Bank Of America Private Bank
    Managing Director / Senior Trust Officer
    Bank Of America Private Bank Nov 2016 - Present
    New York City Metropolitan Area
    View
  • Bank Of America Private Bank
    Managing Director / Fiduciary Supervision Executive
    Bank Of America Private Bank Jul 2021 - Sep 2022
    New York City Metropolitan Area
    View
  • Bank Of America Private Bank
    Senior Vice President, Senior Trust Officer
    Bank Of America Private Bank Nov 2016 - Jun 2021
    Greater New York City Area
    View
  • Brown Brothers Harriman
    Vice President, Trust Services
    Brown Brothers Harriman Jun 2015 - Nov 2016
    New York
    View
  • J.P. Morgan
    Vice President, Trust Services
    J.P. Morgan Jan 2008 - Jun 2015
    View
  • Choate, Hall & Stewart, Llp
    Trust Administrator
    Choate, Hall & Stewart, Llp Aug 2005 - Jan 2008
    View
  • Pabian & Russell, Llc
    Senior Paralegal, Trusts, Estates, Corporate & Probate
    Pabian & Russell, Llc May 2001 - Aug 2005

Cindy R. Berozsky Skills

Estate Planning Financial Services Management Banking Financial Analysis

Cindy R. Berozsky Education Details

Frequently Asked Questions about Cindy R. Berozsky

What company does Cindy R. Berozsky work for?

Cindy R. Berozsky works for Bank Of America Private Bank

What is Cindy R. Berozsky's role at the current company?

Cindy R. Berozsky's current role is Managing Director and Senior Trust Officer.

What is Cindy R. Berozsky's email address?

Cindy R. Berozsky's email address is c.****@****ate.com

What schools did Cindy R. Berozsky attend?

Cindy R. Berozsky attended Suffolk University Law School, University Of Hartford.

What skills is Cindy R. Berozsky known for?

Cindy R. Berozsky has skills like Estate Planning, Financial Services, Management, Banking, Financial Analysis.

Who are Cindy R. Berozsky's colleagues?

Cindy R. Berozsky's colleagues are Vinod Nadar, Jayden Abraham, نوره آل بشير, Saundra Cepeda, Olayimika Olawuwo, Jayam Foundation School, Rao Mannepalli.

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