Debbie Goss Email and Phone Number

Providing executive level support to the SVP, Regional Manager of Wealth Management and Private Banking and his direct reports. As a liaison and front line representative for the division, the position requires a high level of organization, professionalism, confidentiality and communication.*Maintaining strong calendar management via Outlook to facilitate extensive scheduling of meetings and lunches with employees, clients and centers of influence.*Coordinating and setting up frequent employee sessions which focus on training and best practice sharing within the division and across multiple lines of business.*Handling a wide variety of special projects and administrative requests from Wealth Management employees throughout the Bank’s New England footprint and completing onboarding process for new team members in Vermont. *Assisting in preparation of committee materials, spreadsheet creation, and taking notes at meetings.*Collaborating with the marketing department to present off-site client events and planning annual summer team spirit event.*Organizing travel schedule, hotel reservations, and processing monthly expense reports.

Supported two Private Wealth Advisors in the servicing and maintenance of approximately $300 million worth of portfolio assets, providing a customized level of exceptional service to high net worth clients.*Created reports such as asset allocations and account summaries tailored to the specific needs of each client.*Coordinated full range of transactions including currency transfers, gifts of stock, capital call disbursements for investments, and opening new accounts.*Served as a member of office onboarding team which optimized procedures and transition for incoming advisors and assistants.*Acted as a mentor to new employees. Responsibilities included training, support and follow-up.

*Prepared and processed new accounts, authorization forms, Rule 144 paperwork, Fed Fund wires, and assisted with launch of initial public offerings.*Provided excellent client service and operational support for a variety of issues including research of trade and tax histories to answer inquiries and solve problems.*Made travel arrangements and submitted expense reports.*Facilitated application process and ongoing account maintenance for select clients interested in alternative investment products and met 100% of the corresponding deadlines.

*Licensed to sell term life insurance in 48 states, overseeing all aspects of sales process.