Karen Protokowicz Email & Phone Number

Nashville, Tennessee, United States

About Diversified Trust: Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $10 billion of client assets under management. Diversified Trust was founded in January, 1994 and has offices in Atlanta, Charleston, Greensboro, Memphis and Nashville. Our clients include individuals, multi-generational families, foundations, endowments, retirement plans, and family-owned businesses.We are the largest independent trust company headquartered in Tennessee, and one of the largest in the Southeast. Our trust powers allow us to serve clients in various fiduciary capacities including trustee services and estate settlement services. For estates we offer administration, valuation, tax services, investment management, custodial and accounting services.Through Diversified Trust's extensive offering of financial advisory and family office services, our professionals will create a customized solution to address each client's unique situation. Our customized solutions can help address issues such as maximizing transfer of wealth, retirement cash flow needs, education funding, philanthropic goals, asset protection, bill payment and expense management, record keeping and document management, and family dynamics consulting.Diversified Trust offers extensive OCIO services to our institutional clients including advisement on investment policy, spending, investment management (execution and oversight), reporting, communications, audit support and planned giving initiatives.As a commitment to ensure our incentives are always aligned with the best interest of our clients, the principals of Diversified Trust have invested substantial personal and family assets alongside our clients.Our goal is simple - helping our clients focus on what is important to them.

Brentwood, Tennessee, United States

Help business owners, successful professionals, corporate executives, and families free up time and mental energy needed to focus on what they enjoy most and do best so they can succeed in life and build wealth for generations. Focus on providing first class client experiences when opening investment management accounts, IRAs, and fiduciary trusts. Experienced in document management, account maintenance, money movement via wire, check or ACH, account compliance reviews, retail banking lobby operations. Expert in end-to-end event planning. Utilized marketing applications including HubSpot and Monday.com and systems experience including Zoom, Microsoft Teams, Ninety, Concur, Black Diamond, FXIM, FCM Image Center, Smartsheets, Spotter CRM system, FIS platforms including: Horizon, AddVantage, E-Money, Investor's View.

Nashville, Tennessee, United States

Focus on Middle Market Commercial Bank executive management addressing top-level, high-priority issues with professional administrative discretion. Proficient in complex calendar management, travel coordination, meeting logistics preparation. "Captain of the ship" office management. Expert end-to-end event management. Project management skills.

Florida, United States

Focus on Asset Wealth Management high net worth clients. Maintained entire on-boarding process including account opening, complete KYC reports, account funding, account maintenance, and a multitude of customer service points. Account types included individual, family, trust, corporate, Donor Advised, IRA, and international. High level of senior banking officer interaction and client meeting experience.

Delaware, United States

Focus on Asset Wealth Management high net worth private bank clients. Position included account opening, account funding, account maintenance, and a multitude of customer service points. Account types included individual, family, trust, corporate, Donor Advised, IRA, and international. High level of senior banking officer interaction.