Robert McKeon Email & Phone Number
Managing Director, Chief Fiduciary Officer @ CIBC
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Robert McKeon Location
- New York, NY, US
Robert McKeon Work
- 2023 -now Managing Director, Chief Fiduciary Officer @
- 2017 -2023 EVP, Head of Fiduciary Risk Management and Chief Fiduciary @
- 2012 -2017 Senior Director, Lead Fiduciary Officer and Head of Fiduciary Risk Management @
- 2005 -2012 Executive Director and Chief Compliance Officer - MS Trust and Private Bank, Legal and Compliance Division @
- 2002 -2005 Trust Manager @
- 1998 -2002 Trust Officer @
Robert McKeon Education
- Villanova University Charles Widger School of Law
LL.M (Taxation Law)
2001-2003 - Seton Hall University School of Law
J.D.
1996-1999 - Villanova University
B.S. (Finance)
1992-1996
Robert McKeon Skills
- Trust Services
- Wealth Management
- Trust Management
- Strategy
- Investments
- Trusts
- Due Diligence
- AML
- High Net Worth Individuals
- Corporate Governance
- Estate Planning
- Tax
- Financial Advisory
- Risk Management
- Insurance
- Equities
- Securities
- Financial Services
- Asset Management
- Public Speaking
- Strategic Planning
- Corporate Law
- Management
Robert McKeon Summary
- Robert McKeon, based in New York, NY, US, is currently a Managing Director, Chief Fiduciary Officer at CIBC. Robert McKeon brings experience from previous roles at Wilmington Trust, Capital One and Morgan Stanley. Robert McKeon holds a 2001 - 2003 LL.M in Taxation Law @ Villanova University Charles Widger School of Law. With a robust skill set that includes Trust Services, Wealth Management, Trust Management, Strategy, Investments and more. Robert McKeon has 3 emails and 1 mobile phone numbers on RocketReach.
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