Maria Roque Email & Phone Number

Create and implement investment strategies for local and international clients. Provide trust solutions for multi-jurisdictional families utilizing a number of vehicles to achieve tax and non-tax benefits. Partner with different business groups to bring the best of the firm to meet each client's particular goals.

Develop high net worth clientele for start-up brokerage firm. Create and implement investment strategies of all risk levels for individuals in the local and international markets. Advise clients of multiple jurisdictions on complex estate planning strategies. Principal areas of business development

Provide trust and estate services to high net worth Private Bank clients for both the domestic and international markets. Member of the Domestic and International Trust Committee providing guidance and solutions to complex trust and estate matters, along with policy development and implementation.

Administer trusts, estates, and investment management accounts for Private Bank clients from the domestic and international markets. Work closely with outside advisors in an effort to provide comprehensive solutions to multi-national families.

Assist Institutional Test Administrator in the college wide administration of the College Level Academic Skills Test (CLAST) and Statewide Entry-Level Exams. Prepare statistical tables analyzing results to use within the college and community. Manage CLAST college wide budget.

Work with Senior Attorney within the juvenile justice system in all phases of litigation with an emphasis on community intervention programs.

Juris Doctor

Bachelor Of Arts

Education record