Drew Bender Email & Phone Number
Senior Vice President - Insurance Trusts and Consulting @ U.S. Trust
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Drew Bender Location
- New York, NY, US
Drew Bender Work
- 1999 -now Senior Vice President - Insurance Trusts and Consulting @
- 1995 -1999 Vice President @ Citibank Private Bank /Citigroup
- 1993 -1997 Estate Tax Return and Accounting Preparer @ Rosen & Reade, LLP
Drew Bender Education
- Pace University
BA (History/Political Science)
1981-1985
Drew Bender Skills
- Microsoft Office
- Fiduciary
- Consulting
- Microsoft Excel
- Accountants
- Trusts
- Insurance
- Wealth Management
- Estate Planning
- Wealth Management Services
- Financial Services
- Trust Services
- High Net Worth Individuals
- Investments
- Asset Management
- Banking
- Finance
- Risk Management
- Trust Management
- Securities
- Private Banking
- Estate Tax Planning
- Life Insurance
- Asset Allocation
- Investment Management
- Investment Advisory
- Mutual Funds
- Wealth
- Relationship Management
- Tax
- Alternative Investments
- Portfolio Management
- Financial Risk
- Retirement Planning
- Estate Administration
- Family Office
- Fixed Annuities
- Series 7
- AML
- Anti Money Laundering
- KYC
- Fiduciary Services
- Personal Trust Administration
- Dynasty Trusts
- Revocable Trusts
- Personal Trust
- Wealth Preservation Planning
- Fiduciary Law
- Compliance
- Irrevocable Life Insurance Trusts
- Charitable Remainder Trusts
- Multi Generational Planning
- Estate Preservation
Drew Bender Summary
- Drew Bender, based in New York, NY, US, is currently a Senior Vice President - Insurance Trusts and Consulting at US Trust, Bank of America Wealth Management. Drew Bender brings experience from previous roles at Citibank Private Bank /Citigroup and Rosen & Reade, LLP. Drew Bender holds a 1981 - 1985 BA in History/Political Science @ Pace University. With a robust skill set that includes Microsoft Office, Fiduciary, Consulting, Microsoft Excel, Accountants and more. Drew Bender has 1 emails on RocketReach.
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