Kelly Roach Email & Phone Number
Vice President, Senior Trust Officer @ Fiduciary Trust International
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Kelly Roach Location
- New York, NY, US
Kelly Roach Work
- 2022 -now Vice President, Senior Trust Officer @
- 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 @
- 2010 -2012 Vice President and Senior Portfolio Officer Wealth Management @
- 1999 -2010 Assistant Vice President @
- 1994 -1999 Trust Officer @
- 1989 -1994 Trust and Estate Administrator @
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.
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Top Fiduciary Trust International Employees
Chip Lee
Managing Director, Senior Portfolio Manager
Wayne, PA, US
Wayne Sprague
Executive Vice President
New York, NY, US
Joseph C. Portillo
Managing Director and Senior Portfolio Manager
Los Angeles, CA, US
Kirsten Georges
Managing Director and Senior Trust Officer
New York, NY, US
Douglas Cohen
Managing Director
New York, NY, US
Ronald J. Sanchez
Chief Investment Officer
New York, NY, US
Alex Chown
Vice President, Sr. Investment Analyst
New York, NY, US
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