Debbie Clark Email and Phone Number

Highly motivated professional working as a leader in relationship building with exceptional interpersonal abilities and a propensity for problem-solving. I joined Stonehage Fleming's Family Office in 2018 as an Associate Client Relationship Manager. I work with both domestic and international, ultra high net worth families. I oversee daily trust administration, investment management, establishing and maintaining LLC's, monitor account balances, wire transfers, account opening paperwork processing on-boarding and off-boarding and more. Both discretion and confidentiality are crucial.Prior to joining Stonehage Fleming, I worked for an Investment Advisor firm for 11 years, in the role of Client Service Associate. I handled the full process of on-boarding, off-boarding of clients. I handled wire transfers, cash distributions, and more. I prepared and attended investment committee meetings to assist Portfolio Manager's in confirming client's asset allocation in line with risk tolerance. Assisted portfolio managers and relationship managers as needed. I assisted in the creation of work processes in our Tamarac CRM system. I performed internal audits as a member of the SEC committee.I have earned ABA certifications in Ethics and Trust Activities, A Guide to Ethics in Investments, Trust Foundation, and Estate & Guardianship Administration along with many other forms of education enhancement.