Devon Brady Email & Phone Number

I work with an integrated team (Senior Relationship Manager, Senior Investment Advisor, Private Banker, etc.) to manage significant and complex fiduciary relationships, for ultra-high net worth clientele. Together we asses and manage risk; provide the appropriate exercise of fiduciary discretion; and adhere to policies and procedures of our business line. We also act as first points of contact to clients and/or their representatives, trustees, family offices, accounting firms, other investment brokers, attorneys, CPAs, centers of influence, etc.In addition, my present experience as a Banking Officer at Wilmington Trust Company allows me to work in a team-oriented environment with internal partners, trading desks, and operations teams to deliver a seamless and integrated approach to client servicing. Furthermore, I manage daily client transactions and inquiries accurately within established deadlines in accordance with existing policies and procedures.

Listed skills include Banking, Financial Analysis, Risk Management, Finance, and 6 others.

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  Banking Officer

  Wilmington Trust

  Sep 2008 - Present - Wilmington, De

  [09/08 – Present] Banking Officer (WAS), Wilmington Trust Company• Client base measured at $2.3B, which generated $2.7MM in fees for 2018. This includes 186 accounts between 23 family relationships, with WTC having a hired capacity as Trustee, Co-Trustee, Custodian, Successor, Investment Agent/Manager.• Manages administration for assigned client base, serving as a primary point of contact for all servicing needs. • Supports relationship management activities with new and existing clients to generate new revenue through the acquisition of new clients, and the expansion and retention of existing client relationships.• Works in unison with numerous operational colleagues, third parties, business professionals, and high net worth family offices, to deliver day-to-day management of client expectations.• Maintains timely, accurate and complete client relationship management administration tasks as determined by the business line, ensuring the execution of team processes.• Utilizes superior communication and service to foster continual client interaction, which promotes mutual trust and client retention.• Maintains appropriate level of controls to minimize risk to Wilmington Trust Company and represents Wealth Advisory Services to the highest standard.