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Kimberly Jackson is listed as Chief Fiduciary Officer at Smithfield Trust Company, a with 18 employees, based in United States. AeroLeads shows a matched LinkedIn profile for Kimberly Jackson.
Kimberly Jackson previously worked as Senior Vice President Wealth Management Services at Pnc. Kimberly Jackson holds Master Of Business Administration - Mba, Business Administration And Management, General from Point Park University.
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A top-performing and visionary financial senior executive, with extensive experience in fiduciary and risk management. Possesses a demonstrated ability to consistently exceed business targets and produce exceptional operational and financial results by developing and leading high-performance teams and driving client focus throughout the organization. Recognized for providing trust, financial planning, and fiduciary leadership. Serves as a key contributor toward the long-range success of an organization.
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Pittsburgh, Pennsylvania, United States
The Chief Fiduciary Officer (CFiO)leadership role is responsible for maximizing customer acquisition, retention and profitability within Smithfield's regulatory and risk framework. Specifically by overseeing administration of fiduciary accounts and ensuring compliance with all Pennsylvania statues, tax codes and internal policies.
Pittsburgh, Pennsylvania, United States
-Led team of revenue-generating, client-facing fiduciary advisors, as well as three supervisors managing separate teams-Served as fiduciary advisor for complex accounts-Collaborated closely with experienced professionals in investment management, financial and estate services, and banking services to enable clients to achieve their financial objectives.-Chaired Pittsburgh market's Administrative Review Committee (ARC) of Private Bank, overseeing review and approval of all new business, exercises of discretion, fee deviations, and pledges of assets under management-Served as active member of Diversity, Equity, and Inclusion (DE&I) Council and Women's Business Development Group-Won performance award for exemplary service, performance commitment, and civic participation-Mentored junior advisor talent. Next Get recommendation from this cohort was implemented enterprise wide by the creation of an on line portal for wealth advisors-Developed Policies and Procedures for high risk Special Needs Trusts and Guardianship management throughout the organization-Created and implemented organizational change to realign a centrally managed wealth management team to a market aligned team-Directed process improvements to reduce account opening time from obtaining client signatures to having an account opened and funded on our platform
Other employees you can reach at smithfieldtrust.com. View company contacts for 18 employees →
Patrick Crawley
Colleague at Smithfield Trust CompanyPittsburgh, Pennsylvania, United States
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Tucker Schmidt
Colleague at Smithfield Trust CompanyAllison Park, Pennsylvania, United States
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Felicia Russell
Colleague at Smithfield Trust CompanyUnited States
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Connor Gwaltney, Cfa
Colleague at Smithfield Trust CompanyPittsburgh, Pennsylvania, United States
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Isaiah Davis, Mba
Colleague at Smithfield Trust CompanyPittsburgh, Pennsylvania, United States
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Scott Schmidt
Colleague at Smithfield Trust CompanyPittsburgh, Pennsylvania, United States
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Jennifer Fourteen
Colleague at Smithfield Trust CompanyPittsburgh, Pennsylvania, United States
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Suzy Gavin
Colleague at Smithfield Trust CompanyGreater Pittsburgh Region, United States
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Amy Palmer
Colleague at Smithfield Trust CompanyPittsburgh, Pennsylvania, United States
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Quick answers generated from the profile data available on this page.
Kimberly Jackson works for Smithfield Trust Company.
Kimberly Jackson is listed as Chief Fiduciary Officer at Smithfield Trust Company.
Kimberly Jackson is based in United States while working with Smithfield Trust Company.
Kimberly Jackson has worked for Smithfield Trust Company and Pnc.
Kimberly Jackson's colleagues at Smithfield Trust Company include Patrick Crawley, Tucker Schmidt, Felicia Russell, Connor Gwaltney, Cfa, and Isaiah Davis, Mba.
You can use AeroLeads to view verified contact signals for Kimberly Jackson at Smithfield Trust Company, including work email, phone, and LinkedIn data when available.
Kimberly Jackson holds Master Of Business Administration - Mba, Business Administration And Management, General from Point Park University.
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