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As a Fiduciary Administrator, I provided personalized asset management servicing and oversight for high net worth clients including individuals, trusts, estates, and corporate relationships for the Neuberger Berman Trust Company. About Neuberger Berman Trust Company: Neuberger Berman Trust Company provides comprehensive fiduciary and wealth management services to high net worth individuals, families and their related entities, including, investment management, custody, tax and financial planning, trustee and executor services, planned giving and philanthropic advisory services. We offer our trust services to help solve personal and institutional wealth management challenges. Our approach is highly customized, highly personalized, and highly collaborative. We are set apart by the personalized service we are able to offer clients and by our investment platform, which includes access to Neuberger Berman products as well as a complementary selection of unaffiliated portfolio managers and products.

As a Private Wealth Management Analyst, I served as a liaison between Sales and Compliance by ensuring client needs were met through efficiently opening and funding new accounts for individuals, trusts, and other personal investment vehicles while ensuring clients had a seamless transition to the Goldman Sachs PWM platform.About Goldman Sachs Private Wealth Management: The Goldman Sachs Private Wealth Management (PWM) group secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities.