Theresa L. Hughes, Ctfa, Aep®

Theresa L. Hughes, Ctfa, Aep® Email and Phone Number

Independent Individual Delaware Trustee @ Pinion
Theresa L. Hughes, Ctfa, Aep®'s Location
Newark, Delaware, United States, United States
Theresa L. Hughes, Ctfa, Aep®'s Contact Details

Theresa L. Hughes, Ctfa, Aep® personal email

n/a
About Theresa L. Hughes, Ctfa, Aep®

Over 30 years in personal trust experience including administration, marketing, investments, training and trust accounting systems. Now serving clients as an Individual Independent Trustee in Delaware.Specialties: Personal trust administration

Theresa L. Hughes, Ctfa, Aep®'s Current Company Details
Pinion

Pinion

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Independent Individual Delaware Trustee
Theresa L. Hughes, Ctfa, Aep® Work Experience Details
  • Pinion
    Individual Professional Delaware Trustee
    Pinion Sep 2017 - Present
    Independent Individual Delaware Trustee in Affiliation with Santora CPA Group
    View
  • New York Private Trust Company
    Chief Fiduciary Officer
    New York Private Trust Company Jun 2010 - Feb 2017
    New York Private Bank & Trust, FSB is now New York Private Trust Company, a Delaware chartered full purpose trust company.
  • Morgan Stanley Trust, Na
    Vice President
    Morgan Stanley Trust, Na Nov 2002 - Jun 2010
    As Vice President and Chief Fiduciary Officer at MSTNA, I manage a team of 23 trust professionals who administer UHNW trusts and investment management relationships.
  • Wilmington Trust
    Vice President
    Wilmington Trust 2000 - 2002
    Wilmington, De, Us
    Managed a group of personal trust administration, investment and sales staff.
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  • American Guaranty And Trust Company
    Assistant Vice President & Trust Marketing Officer
    American Guaranty And Trust Company Jan 1996 - Dec 1999
  • Pnc
    Trust Operations/Private Bank Administration
    Pnc May 1984 - Dec 1995
    Filled various functions including trust operations associate, trust system conversion associate and private banking administrator in Wilmington and Milford, DE
  • Bank Of Delaware
    Proof Operator
    Bank Of Delaware 1978 - 1980
    Data processing

Theresa L. Hughes, Ctfa, Aep® Skills

Wealth Management Wealth Management Services Series 7 Investments Investment Management Trusts Management Training Estate Planning Asset Allocation High Net Worth Individuals Accounting Mutual Funds Securities Marketing Asset Management Alternative Investments Investment Strategies Investment Advisory Wealth Retirement Planning

Theresa L. Hughes, Ctfa, Aep® Education Details

  • Wilmington University
    Wilmington University
    Finance
  • American Bankers Association
    American Bankers Association
    Trust Administration
  • O. Perry Walker High School, New Orleans, La
    O. Perry Walker High School, New Orleans, La
    College Prep
  • Newark High
    Newark High
    College Prep

Frequently Asked Questions about Theresa L. Hughes, Ctfa, Aep®

What company does Theresa L. Hughes, Ctfa, Aep® work for?

Theresa L. Hughes, Ctfa, Aep® works for Pinion

What is Theresa L. Hughes, Ctfa, Aep®'s role at the current company?

Theresa L. Hughes, Ctfa, Aep®'s current role is Independent Individual Delaware Trustee.

What is Theresa L. Hughes, Ctfa, Aep®'s email address?

Theresa L. Hughes, Ctfa, Aep®'s email address is th****@****ust.com

What schools did Theresa L. Hughes, Ctfa, Aep® attend?

Theresa L. Hughes, Ctfa, Aep® attended Wilmington University, American Bankers Association, O. Perry Walker High School, New Orleans, La, Newark High.

What are some of Theresa L. Hughes, Ctfa, Aep®'s interests?

Theresa L. Hughes, Ctfa, Aep® has interest in Children, Education, Board Membership, Arts And Culture, Health.

What skills is Theresa L. Hughes, Ctfa, Aep® known for?

Theresa L. Hughes, Ctfa, Aep® has skills like Wealth Management, Wealth Management Services, Series 7, Investments, Investment Management, Trusts, Management, Training, Estate Planning, Asset Allocation, High Net Worth Individuals, Accounting.

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