Kelly Roach Email & Phone Number
Vice President, Senior Trust Officer @ Fiduciary Trust International
Kelly Roach Location
New York, NY, US
Kelly Roach Work
- 2022 - now Vice President, Senior Trust Officer @ Fiduciary Trust International
- 2017 - 2022 Trust Officer @ Actively Seeking New Opportunities
- 2018 - 2021 Vice President, Trust Officer @ First National Bank of Long Island
- 2018 - 2018 Vice President, Trust Officer @ Beacon Trust
- 2012 - 2017 Vice President, Trust Relationship Officer @ U.S. Trust
- 2010 - 2012 Vice President and Senior Portfolio Officer Wealth Management @ BNY
- 1999 - 2010 Assistant Vice President @ BNY
- 1994 - 1999 Trust Officer @ BNY
- 1989 - 1994 Trust and Estate Administrator @ BNY
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
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 1 emails and 1 mobile phone numbers on RocketReach.
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