Donna Trammell Email & Phone Number

New York, Ny

Leads Bessemer's Family & Next Gen Advisory team, focusing on next generation education, family communication, and governance. Works directly with client families on a range of issues, including tailoring wealth educational programs for individual family members, facilitating family meetings, and helping family members make decisions as a group. Shares best practices and practical techniques gleaned from Bessemer's experience working with multigenerational families. Certified 21/64 multigenerational facilitator. FFI Certificate in Family Business Advising.

New York, New York

Responsible for all aspects communication for Bessemer Trust. Initiated a series of innovative workshops and educational programs for the next generation of clients, including the Across the Board video series (acrosstheboard.bessemer.com) and developed unique discussion forums for women. Developed and supervised a multi-platform campaign to drive brand awareness and evolve positioning. Oversaw the planning and execution of a robust event program.

Greater New York City Area

Led the development and implementation of the marketing plan for the firm’s first online wealth management offering.

Greater New York City Area

Oversaw the development and implementation of advertising campaigns for several of the firm’s premier global clients, including Charles Schwab, M&M/Mars and Pepsi. Travelled extensively to ensure the brand positioning was understood and reinforced globally.

Greater New York City Area

Greater New York City Area

Ba, History/English

Education record