Vice President and Senior Portfolio Officer Wealth Management @ (April 2010 - March 2012)
Assistant Vice President @ (June 1999 - April 2010)
Trust Officer @ (June 1994 - June 1999)
Trust and Estate Administrator @ (June 1989 - June 1994)
Kelly Roach Education
Adelphi University
B.S (Management and Communications)
1986-1992
New York State Banker's Association Estate Administration School
New York State Banker's Association Trust Administration School
Kelly Roach Skills
Wealth Management
Asset Managment
Trust Management
Equities
Securities
Mutual Funds
Corporate Actions
Middle Office
Project Management
Microsoft Office
Marketing
Finance
Research
Kelly Roach Summary
Kelly Roach, based in New York, NY, US, is currently a Vice President, Senior Trust Officer at Fiduciary Trust International. Kelly Roach brings experience from previous roles at Actively Seeking New Opportunities, First National Bank of Long Island, Beacon Trust and U.S. Trust. Kelly Roach holds a 1986 - 1992 B.S in Management and Communications @ Adelphi University. With a robust skill set that includes Wealth Management, Asset Managment, Trust Management, Equities, Securities and more. Kelly Roach has 2 emails and 1 mobile phone numbers on RocketReach.
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