Senior Vice President
Philadelphia, Pennsylvania, United States
I served as one of three Senior Regional Fiduciary managers leading estate settlement teams (advisors and associates) for Wells Fargo. The professionals I managed were responsible for the transfer of family legacy wealth and its protection for the next generation and beyond within the Eastern and Norther Divisions of Wealth and Investment Management from the District of Columbia to Denver.For the prior nine years (Oct. 2012 - Aug. 2021), I was a Senior Regional Fiduciary Manager for the trust and fiduciary specialists (advisors and associates) of the Northeastern Region, covering Pennsylvania, Delaware, New Jersey, New York, Connecticut and Massachusetts. My team was responsible for some of the largest and most complex trusts in the country.