Senior Sales Executive, Regional Director | Custody Services
CurrentAs Senior Sales Executive, Regional Director within our Wealth & Retirement channel for the East, I drive the development of new Individual/Retirement Account, Fund Custody (Private/40Act), Safekeeping, Verification, SMA, Defined Benefit Plan and PPLI/PPVA/IDF Custody business through Advisors, Broker-Dealers, Family Offices, Fund Managers, Investment Platforms and Institutions. Inspira's (formerly Millennium Trust Company) Custody Services offering within our Wealth & Retirement channel administers more than $40B in assets a/o 12/31/23.