Emma Greene Email & Phone Number

Boston, Ma, Us

Responsible for developing and managing substantial private and institutional philanthropic relationships, leveraging engagement of all Banking and Advisory services to provide the best possible client experience.

Responsible for managing strategic private and institutional philanthropic relationships, leveraging engagement of all lines of business at U.S. Trust to best serve the client..

Leads a team of Philanthropic professionals who are responsible for administration of Institutional and Private Philanthropic relationships. Responsible for developing and executing Philanthropic strategy for the Northern New England market (Rhode Island, Massachusetts, New Hampshire, Maine and Vermont). Provides oversight and management of philanthropic accounts, client retention, and philanthropic sales. Strong and demonstrated leadership and management skills – ability to set strategic direction and drive teams to the successful achievement of their goals.

Led a team of Philanthropic professionals who are responsible for administration of Institutional and Private Philanthropic relationships for the Northern New England market (Rhode Island, Massachusetts, New Hampshire, Maine and Vermont).

Responsible for the administration of 275 Charitable Trust Accounts, ranging in complexity from Perpetual Support Trusts to Family Foundations requiring strategic grant-making expertise. Interpret and implement requirements of charitable trust instruments for fiduciary accounts in accordance with Bank policy and IRS regulations. Considerable communication with clients, co-trustees, attorneys, accountants, and non-profit agencies.