Tim Donnelly

Tim Donnelly Email and Phone Number

Senior Vice President and Market Leader @ Washington Trust Bank
Portland, OR, US
Tim Donnelly's Location
Portland, Oregon, United States, United States
Tim Donnelly's Contact Details

Tim Donnelly work email

Tim Donnelly personal email

n/a
About Tim Donnelly

What drew me to law school was the chance to help people. When I discovered how my legal training could be used to solve complex challenges in legacy and financial planning, I knew I'd found my true calling.As Vice President and Market Leader at Washington Trust Bank, I use my legal background and industry experience to provide outstanding guidance on wealth planning and transfer. My team and I collaborate with clients and their legal and tax advisors to plan for each client's unique circumstances and are willing and able to share our insights on wealth and financial planning, investment management, estate planning and settlement, and trust administration.My role is to make sure my team has what’s needed to provide those solutions. I accomplish this by:• setting a framework that equips team members to execute planning decisions without delay• partnering with Washington Trust leadership to determine our company vision and communicate that vision clearly• networking to stay informed on the goals of the community we serveTo us, it's more than just investments. Our investment services are topnotch, but what makes the Washington Trust experience truly special is our holistic approach. Clients are more than a portfolio and a checklist.What means the most to me is being able to help people succeed—both my clients and my team. I know what it means to have someone in your corner, and there’s nothing more satisfying than offering that same support and guidance.I think that's why I always enjoyed coaching. And though I've moved away from the intense competition of high school athletics to something a little more casual with my own kids, it's still a great feeling to help them grow in skills and confidence.Specialties include: wealth management | estate advisory | strategic leadership

Tim Donnelly's Current Company Details
Washington Trust Bank

Washington Trust Bank

View
Senior Vice President and Market Leader
Portland, OR, US
Website:
watrust.com
Employees:
1270
Tim Donnelly Work Experience Details
  • Washington Trust Bank
    Senior Vice President And Market Leader
    Washington Trust Bank
    Portland, Or, Us
  • Washington Trust Bank
    Senior Vice President & Market Leader
    Washington Trust Bank Aug 2020 - Present
    Portland, Oregon Metropolitan Area
  • Washington Trust Bank
    Vice President And Market Leader
    Washington Trust Bank Jan 2016 - Aug 2020
    Portland, Oregon
    Grow the wealth advisory business and expand base of high net worth clients as part of Washington Trust's regional and divisional management team. Lead a team of highly credentialed and experienced advisors, ensuring that each member provides outstanding trust, investment and estate advisory services.Collaborate with clients and their legal and tax advisors to plan for each family's unique circumstances. Counsel clients and prospects on consequences of estate and legacy planning, bringing legal expertise to bear when administering trusts and estates.Responsibilities include:• implementing lifetime gifting strategies to shift wealth to the next generation• serving as a neutral arbiter during periods of family discord• advising small business owners on the value of proper succession planning
  • Washington Trust Bank
    Vice President And Trust Officer
    Washington Trust Bank Aug 2006 - Dec 2015
    Spokane, Washington
    Counseled clients on appropriate wealth planning strategies as attorney and Trust Officer for Washington Trust Bank's Wealth Management & Advisory Services.Primary responsibilities included assisting clients in achieving financial and estate planning goals by:• advising individual clients and trust relationships on current estate, tax and financial planning strategies• coordinating with the professional advisors at Washington Trust Bank and clients' existing legal and tax advisors
  • Priscilla Vaagen, P.S.
    Attorney
    Priscilla Vaagen, P.S. May 2005 - Aug 2006
    Spokane, Washington
    Practiced law as an associate attorney in a family law firm.

Tim Donnelly Skills

Estate Planning Banking Portfolio Management Mortgage Wealth Management Finance Tax Financial Advisory Estate Tax Planning Financial Services Investments Wealth Management Services Securities Trusts Credit Financial Planning Loans Risk Management Financial Analysis Strategic Planning Capital Markets Equities Strategy Hedge Funds Asset Allocation Mutual Funds Trust Administration Investment Banking Leadership Development Strategic Leadership Leadership Relationship Management Investment Management Strategies Estate Settlement Law Trust And Estate Administration

Tim Donnelly Education Details

Frequently Asked Questions about Tim Donnelly

What company does Tim Donnelly work for?

Tim Donnelly works for Washington Trust Bank

What is Tim Donnelly's role at the current company?

Tim Donnelly's current role is Senior Vice President and Market Leader.

What is Tim Donnelly's email address?

Tim Donnelly's email address is td****@****ust.com

What is Tim Donnelly's direct phone number?

Tim Donnelly's direct phone number is +150935*****

What schools did Tim Donnelly attend?

Tim Donnelly attended Gonzaga University School Of Law, Eastern Washington University, Washington State University.

What skills is Tim Donnelly known for?

Tim Donnelly has skills like Estate Planning, Banking, Portfolio Management, Mortgage, Wealth Management, Finance, Tax, Financial Advisory, Estate Tax Planning, Financial Services, Investments, Wealth Management Services.

Who are Tim Donnelly's colleagues?

Tim Donnelly's colleagues are Alora Caillier, Cecilia Paige, Brittney Maggard, Susan Flatow, Rick Williams, Jane Kay, Shelby Schulz.

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