Gregory Neri Email & Phone Number

Pittsburgh, Pa, Us

Wilmington, De, Us

Responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, and business owners throughout Western Pennsylvania. I work closely with clients and their advisors to develop financial strategies that seek to help clients meet their current needs and plan for their long-term objectives. Also, coordinating the various services clients require based on their unique needs, including investment management, planning, trust, private banking, and family office services.

Pittsburgh, Pennsylvania, Us

Oversee and manage Institutional Trust services for an assigned team. Ensuring the consistent execution of the terms of any corporate assets, retirement plan or charitable and endowment document in which PNC serves as trustee agent or custodian by providing leadership and direction to team. Responsible for the day-to-day administration and satisfaction of our clients and serves as an escalation point for matters associated with the team’s Book of Business. Participates in the performance management, hiring and coaching reviews of team members.

Pittsburgh, Pennsylvania, Us

Pittsburgh, Pennsylvania, Us

Administers and manages large and complex book of business, comprised of trusts, agencies, and custody relationships, totaling over 2 billion dollars. Extremely proficient in the administration and execution of Alternative assets, including private equity and hedge funds. A point of contact for all team members, along with business partners. Review accounts for accuracy and completeness. Provide exceptional customer service for clients. Manages internal and external partners to aide in growing the business. Handles and escalates all legal issues surrounding the administration of trust accounts.

Wilmington, De, Us

• Provide sound fiduciary judgment and administration for all aspects of the account administrative review process with a focus on compliance and risk mitigation. • Final administration for complex assigned trust accounts in accordance with bank policy and within the parameters of the account document. • Maintains compliance with all internal policies and procedures as well as with regulatory and legal requirements. • Manage and cultivates internal relationships with front and back offices. • Maintains a high level of understanding of current trends and changes in trusts, estates, tax, and fiduciary law. • Represent the trust company in business activities with clients, attorneys and beneficiaries, exercising fiduciary discretion to requests • Ability to communicate internally with bank management and executives and externally with clients, their representatives, accounting firms, other investment brokers, attorneys etc. • Participate in strategic and long-range planning of the trust business. • Demonstrate an in-depth knowledge of corporate policies and procedures related to the administrative role. As appropriate to the business supported, develop and maintain a high level of knowledge of the trust and agency discipline and service/product alternatives for the client. Stays current and is able to articulate current industry standards.

Wilmington, De, Us

• Prepare and set-up estate, trust, and agency accounts, and guardianships by determining the responsibilities and duties of the Bank, carrying out the initial processing, and reviewing customer account activity. • Maintain contact with customers to discuss and advise on problems, to explain terms of trust accounts, and to arrange payment plans. • Document trust accounts, maintain and prepare related records and files, make payments for expenses, and compile inventories. • Perform other related assignments as requested.

Pittsburgh, Pa, Us

• Prepares, reviews, and verifies client set-up and maintenance functions in multiple systems. Assures that all information (demographics, benefits, and rates) is accurate and complete so that downstream systems properly issue ID cards, booklets, and contracts, accurately code benefits in claims systems, and issue accurate and timely bills.• Reviews and completes coding of all mainline benefit transactions. • Communicates systems-related issues to technical and lead staff, helps to identify and communicate technical specifications and solutions for system updates, data changes and data builds. Provides timely follow-up and communication on expedited and urgent issues. • Analyzes and communicates benefit design options to sales, operations and other areas for new clients, benefit changes requests or product interactions. Reviews quality results and identifies improvement opportunities. • Communicates effectively with customers, colleagues and management.• Communicates systems-related issues to technical and lead staff, helps to identify and communicate technical specifications and solutions for system updates, data changes and data builds. Provides timely follow-up and communication on expedited and urgent issues. • Analyzes and communicates benefit design options to sales, operations and other areas for new clients, benefit changes requests or product interactions. Reviews quality results and identifies improvement opportunities. • Communicates effectively with customers, colleagues and management.

Master Of Business Administration - Mba, Business Administration And Management, General

Bachelor Of Science - Bs, Business Administration And Management, General