Kathryn Maloney

Kathryn Maloney Email and Phone Number

President at ADVOCACY TRUST LLC @ Advocacy Trust
Kathryn Maloney's Location
Mooresville, North Carolina, United States, United States
Kathryn Maloney's Contact Details

Kathryn Maloney work email

Kathryn Maloney personal email

n/a

Kathryn Maloney phone numbers

About Kathryn Maloney

Seasoned trust professional dedicated to providing wealth management solutions to individuals and families.

Kathryn Maloney's Current Company Details
Advocacy Trust

Advocacy Trust

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President at ADVOCACY TRUST LLC
Kathryn Maloney Work Experience Details
  • Advocacy Trust
    President
    Advocacy Trust Jan 2024 - Present
    Brentwood, Tennessee, Us
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  • Advocacy Trust
    Chief Fiduciary Officer And Regional Trust Director
    Advocacy Trust Apr 2021 - Jan 2024
    Brentwood, Tennessee, Us
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  • Orange Bank & Trust Company
    Executive Vice President & Trust Services Director
    Orange Bank & Trust Company Nov 2020 - Apr 2021
  • Orange Bank & Trust Company
    Senior Vice President & Trust Services Director
    Orange Bank & Trust Company Dec 2014 - Nov 2020
    Trust Department Director responsible for overall management of the department to provide exceptional client service and administration of trust accounts, including Special Needs Trusts and Guardianships. Responsible for development of strategic plan to coordinate with overall strategic vision of the Bank, working to continue growth of the Department.
  • Hudson Valley Bank
    Senior Vice President & Trust Services Director
    Hudson Valley Bank May 2011 - Dec 2014
    Yonkers, Ny, Us
    Successfully managed and grew a $420 million Trust Services Division, exceeding annual revenue and growth goals. Responsible for new business development, client relationships, risk management and staff of thirteen. Division had a focus in Supplemental Needs Trusts and Guardianships.
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  • Bank Of Millbrook
    Vice President & Trust Officer
    Bank Of Millbrook Jun 2006 - Apr 2011
    Managed Trust Department including handling of all client relationships, portfolio management, new business development and compliance. Successfully grew department revenue by 287% by developing new and existing client relationships. Enhanced department efficiency through maximization of technology.
  • Bank Of America
    Vice President & Senior Trust Officer
    Bank Of America Dec 2005 - Jun 2006
    Administered personal trusts and investment management accounts, new business development.
  • Fiduciary Trust Company International
    Vp Trust Officer
    Fiduciary Trust Company International Mar 2001 - Dec 2005
    New York, Ny, Us
    Team leader responsible for administration of over 375 trusts, working with high net worth individuals and families. In charge of monitoring trust terminations for the trust administration group. Implemented tracking system and committee oversight of terminations,
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  • M&T Bank
    Vp & Trust Officer
    M&T Bank 1990 - 2001
    Relationship manager for high net worth individuals and families; providing trust administration and investment management for assigned clients. Actively developed new client relationships through COI's, internal referrals and existing clients. Also responsible for trust compliance.

Kathryn Maloney Skills

Investment Management New Business Development Personal Trust Administration Trust Compliance Risk Management High Net Worth Individuals

Kathryn Maloney Education Details

  • Aba Trust Graduate School
    Aba Trust Graduate School
    Trust Graduate I & Ii
  • Cannon Financial Institute
    Cannon Financial Institute
    Personal Trust
  • Cannon Financial Institute
    Cannon Financial Institute
    Iii
  • Millbrook High School
    Millbrook High School
  • Siena College
    Siena College
    Sociology

Frequently Asked Questions about Kathryn Maloney

What company does Kathryn Maloney work for?

Kathryn Maloney works for Advocacy Trust

What is Kathryn Maloney's role at the current company?

Kathryn Maloney's current role is President at ADVOCACY TRUST LLC.

What is Kathryn Maloney's email address?

Kathryn Maloney's email address is km****@****ust.com

What is Kathryn Maloney's direct phone number?

Kathryn Maloney's direct phone number is +184534*****

What schools did Kathryn Maloney attend?

Kathryn Maloney attended Aba Trust Graduate School, Cannon Financial Institute, Cannon Financial Institute, Millbrook High School, Siena College.

What skills is Kathryn Maloney known for?

Kathryn Maloney has skills like Investment Management, New Business Development, Personal Trust Administration, Trust Compliance, Risk Management, High Net Worth Individuals.

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