Christine Rollo
Pennsville
Summary
Dynamic wealth management and trust administration professional with over 20 years of experience and a certification in fiduciary trust administration from the American Bankers Association. Expertise in navigating and resolving complex challenges, consistently recognized for exceptional problem-solving skills and a proactive approach to driving results. Highly regarded as an efficient and organized resource with a strong focus on effective communication, leadership, and teamwork. Core strengths include time management and training, contributing to the development of high-performing teams and successful client relationships.
Overview
28
28
years of professional experience
Work History
Vice President, Senior Trust Officer
U.S. Trust Company of Delaware
08.2014 - Current
- Promoted from Trust Associate I to Vice President through demonstrated performance and education.
- Administer ~256 fiduciary and investment management accounts for ultra-high-net-worth clients ($1.9B AUM).
- Provide proactive advice and solutions tailored to client circumstances.
- Analyze trust agreements, manage discretionary requests, and ensure regulatory compliance.
- Collaborate with financial advisors to align strategic objectives and educate clients and associates.
- Maintain fiduciary risk standards and trust policy adherence.
- First Republic Trust Company of Delaware February 2022 – September 2022
- Vice President, Trust Officer
- Administered ~120 trust accounts ($600MM AUM, $600K annual fee revenue).
- Partnered with clients and professional advisors to align estate planning goals.
- Delivered superior client service while managing fiduciary risk.
- Served on trust administration, oversight, and discretionary committees.
- Completed annual administrative account reviews with precision.
Investment Administrative Associate
Wilmington Trust Company
04.1997 - 07.2013
- Led compliance reviews, AUM reporting, and team coordination.
- Designed onboarding training programs for new associates.
- Managed IM accounts and executed operational tasks including trading, reporting, and reconciliation.
- Trust Operations Specialist (Apr. 1997 – Oct. 2005)
- Reorganization Analyst: Managed corporate actions, proxy voting, and reconciliations.
- Global Settlements Analyst: Executed trades, currency contracts, and administered 401(k) plans.
Education
CTFA -
ABA Trust School
11.2018
B.S. - Finance
Wilmington University
01.2010
Salutatorian - undefined
Salem High School
06.1992
Skills
- Trust Administration & Wealth Management
- Efficient & Organized
- Excellent Written & Oral Communication
- Strong Problem-Solving Skills
- Relationship Management with Focus on Client Service Excellence
- Ability to Prioritize
Affiliations
- Co-Secretary of the Delaware Administrative Investment Review Committee for six years
- Co-Chair and Founding Member of USTDE Volunteer Committee
- Co-Chair and Founding Member of USTDE Employee Engagement Committee
- Team Captain of “Delaware Destroyers” (company Get Healthy! initiative) for three consecutive years
Timeline
Vice President, Senior Trust Officer
U.S. Trust Company of Delaware
08.2014 - Current
Investment Administrative Associate
Wilmington Trust Company
04.1997 - 07.2013
B.S. - Finance
Wilmington University
Salutatorian - undefined
Salem High School
CTFA -
ABA Trust School
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