Donald Deyo Email & Phone Number
@reliance-trust.com
9 phones found area 917, 914, 518, and 315
LinkedIn matched
Who is Donald Deyo? Overview
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Donald Deyo is listed as Senior Level Executive at Reliance Trust Co., a with 231 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at reliance-trust.com, phone signal with area code 917, 914, 518, 315, and a matched LinkedIn profile for Donald Deyo.
Donald Deyo previously worked as Investment Strategy Executive at Reliance Trust Co. and Executive Vice President at Arden Trust Company. Donald Deyo holds Cfsc, Trust from Aba Graduate Trust School.
Email format at Reliance Trust Co.
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AeroLeads found 1 current-domain work email signal for Donald Deyo. Compare company email patterns before reaching out.
About Donald Deyo
As part of its January, 2019 acquisition of Reliance Trust Co. of Delaware, I was offered a position to join Arden Trust Co, based in Atlanta, GA, where my duties involve managing a team of investment professionals and responsibility for Arden Trust Co's discretionary fiduciary business.
Listed skills include Asset Allocation, Fixed Income, Portfolio Management, Wealth Management, and 19 others.
Donald Deyo's current company
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Donald Deyo work experience
A career timeline built from the work history available for this profile.
Investment Strategy Executive
Head, Delegated Investment Portfolio of Reliance Trust Co. Direct nearly 20 Alliance Broker/Dealer Partners, to provide first class Wealth Management Solutions. Responsibilities include: Investment Management, Asset Allocation, Performance Benchmarks/Measurement, Regulatory and Compliance Mandates for Discretionary Accounts, Policy and Procedure Construction. As part of my responsibilities, I am a member of the Investment Policy Committee of RTC Georgia, Chair of the Investment Policy Committee of RTC Delaware, a member of the Northeast Administration and Investment Review Committee, Chair, Delegated Investments Committee.
Executive Vice President
Chief Investment Officer
Responsible for Investment Management, Asset Allocation, Performance Measurement, Regulatory and Compliance Mandates for Discretionary Fiduciary Accounts.
Chief Investment Officer
Captain $3.8 Billion Total Assets Under Fiduciary Management, melding Personal Trust and Agency relationships. The CIO role establishes Asset Allocation Models, Performance Benchmarks, Manages Investment Platforms, Monitors Policy and Procedure Adherence and Insures Regulatory CompliancePivotal Sales Role in Division adding $110MM in 2011 net new assets (through July) and $470MM in 2010 Investment Models (7 of 7) outpaced benchmark from +95 to +185 basis points 1Q2012 and from +95 to +100 basis points in 2011.Key Investment Contact for firm's most prominent relationships; Portfolio of $1.9 Billion AUM'sBroadened Investment Platform to incorporate Alternative Strategies, Structured Product, Equity Options, Currency Exposure, Sovereign DebtMember, Fiduciary Committee, charged with oversight of all Trust activities, appointed by Board of DirectorsChair, Trust Investment Committee, responsible for OCC Reg. 9 Reviews, Policy Compliance, Performance Measurement, BenchmarksChair, Trust Manager Review Committee, performance analysis of open architecture platform and Manager selectionMember, Manager Research Review Committee, responsible for approval and tracking of firm-wide external asset managers at UBSMember, Investment Committee, UBS Life Insurance Co.Series 7 and Series 66 FINRA Licenses
Vice President, Senior Portfolio Manager
Primary responsibility for Portfolio Management, Client Retention and Business Development covering a geography from Plattsburgh, NY to Nyack, NYManaged 200 relationships: Institutional/Retail and Fiduciary/Agency accountsResponsible for Regional Audit and IMIS ReportingMember of Trust Investment Management Committee, the oversight committee responsible for internal policies & procedures reporting to the Board of DirectorsServed as Regional Manager for Personal Trust and Employee Benefit ServicesChair, Trust Investment Management Committee, Central Region
Vice Zpresident
Vice President And Senior Investment Officer
Formulated Investment Policy and Strategy for $650MM in AssetsManaged Five Comingled Funds and 300 Individual Accounts.Direct report of Chief Executive Officer, Chairman of the Board of DirectorsMember, Trust CommitteeResponsibility for Bank Investment Portfolio comprised of predominantly Fixed Income Securities valued at $850MM.Served as Municipal Securities PrincipalSupervised Portfolio Managers and one Administrative Assistant.Member, Bank Asset Liability Committee
Investment Executive
NASD Security 7 and 63 Licenses
Account Executive
Tax Advantaged Investment Coordinator
Managed Real Estate and Oil & Gas Program Participant RecordsAssisted in Due Diligence Process
Colleagues at Reliance Trust Co.
Other employees you can reach at reliance-trust.com. View company contacts for 231 employees →
Sue Weinstock
Colleague at Reliance Trust Co.Sycamore, Illinois, United States
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AM
Abhijit Mandal
Colleague at Reliance Trust Co.Kamakhyanagar, Odisha, India
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KK
Knapp Kathy
Colleague at Reliance Trust Co.Atlanta, Georgia, United States
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DC
Delanna Chambers
Colleague at Reliance Trust Co.Snellville, Georgia, United States
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LS
Lokendera Singh Bhati Fogera
Colleague at Reliance Trust Co.Jaipur, Rajasthan, India
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DW
Devin Wilson
Colleague at Reliance Trust Co.Villa Rica, Georgia, United States
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PK
Prakash Kumawat
Colleague at Reliance Trust Co.Chennai, Tamil Nadu, India
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LM
Lynne Mathews
Colleague at Reliance Trust Co.Lawrenceville, Georgia, United States
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BB
Brian Bush
Colleague at Reliance Trust Co.Atlanta, Georgia, United States
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DD
Dan Davis
Colleague at Reliance Trust Co.Atlanta, Georgia, United States
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Donald Deyo education
Cfsc, Trust
Dual Bachelor'S Degree, Economics And International Relations
B.A., Economics And International Relations
Education record
Cfsc
Frequently asked questions about Donald Deyo
Quick answers generated from the profile data available on this page.
What company does Donald Deyo work for?
Donald Deyo works for Reliance Trust Co..
What is Donald Deyo's role at Reliance Trust Co.?
Donald Deyo is listed as Senior Level Executive at Reliance Trust Co..
What is Donald Deyo's email address?
AeroLeads has found 1 work email signal at @reliance-trust.com for Donald Deyo at Reliance Trust Co..
What is Donald Deyo's phone number?
AeroLeads has found 9 phone signal(s) with area code 917, 914, 518, 315 for Donald Deyo at Reliance Trust Co..
Where is Donald Deyo based?
Donald Deyo is based in Atlanta, Georgia, United States while working with Reliance Trust Co..
What companies has Donald Deyo worked for?
Donald Deyo has worked for Reliance Trust Co., Arden Trust Company, Ubs Trust Co., N.A., Ubs Trust Co., N.A. & Ubs Fiduciary Trust Co, and Hsbc Bank.
Who are Donald Deyo's colleagues at Reliance Trust Co.?
Donald Deyo's colleagues at Reliance Trust Co. include Sue Weinstock, Abhijit Mandal, Knapp Kathy, Delanna Chambers, and Lokendera Singh Bhati Fogera.
How can I contact Donald Deyo?
You can use AeroLeads to view verified contact signals for Donald Deyo at Reliance Trust Co., including work email, phone, and LinkedIn data when available.
What schools did Donald Deyo attend?
Donald Deyo holds Cfsc, Trust from Aba Graduate Trust School.
What skills is Donald Deyo known for?
Donald Deyo is listed with skills including Asset Allocation, Fixed Income, Portfolio Management, Wealth Management, Securities, Asset Management, Investments, and Series 7.
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