Marie E. DelRossi
Summary
High Net Worth Relationship Manager | Senior Trust Officer |Fiduciary
Professional with extensive wealth planning, trust administration, and transfer tax experience possessing the ability to strike a balance between business development and client satisfaction. Collaborative analytical thinker, advising stakeholders on a broad spectrum of matters.
Overview
24
24
years of professional experience
Work History
Fiduciary Officer - Trust Counsel
Cambridge Trust Company
Boston, MA
12.2018 - 10.2023
- Managed high-risk relationships with positive impacts on client retention and satisfaction levels
- Administered a group of complex irrevocable and revocable trust accounts as well as qualified and non-qualified investment accounts
- Collaborated with entire client team including portfolio managers, junior trusts officers, wealth strategists, business development professionals, private bankers and other trusted advisors to provide white glove service to for high-net-worth families and individuals
- Provided critical fiduciary and tax guidance to the management team and other colleagues
- Developed use of Salesforce to automate tasks previously completed manually thereby improving efficiency and creating capacity for new business
- Founded the Trust Advisory Group, an internal forum to collaborate with experienced Trust Officers concerning Policy, Procedures and Best Practices
- Chaired Discretionary and Administrative Committees ensuring compliance with applicable state and federal law
- Supervised all estate settlement activities reducing the number of aged estates by thirty percent (30%).
Regional Wealth Strategist
TD Bank N.A
Boston, MA
12.2017 - 12.2018
- Collaborated to expand and enhance “Comprehensive Wealth Advisory Services” across the firm’s entire footprint
- Conducted best practice training sessions with client facing team members and other internal business partners
- Topics included Trust Administration, Transfer Tax, Impact Investing and Philanthropy, among others
- Presented various seminars to clients and colleagues on current topics of interest demonstrating subject matter expertise
- Obtained Series 7 General Securities Representative License
Managing Director - Wealth Strategist
Boston Private Wealth, LLC, RIA
Boston, MA
12.2016 - 12.2017
- Sought to further attract high net worth clients and prospects by offering Boston Private’s holistic wealth management solutions
- Assisted to close opportunities related to the above client involvements
- Developed comprehensive training program to introduce colleagues to all aspects of wealth planning.
Senior Business Developer
Boston Private Bank & Trust Company, Trust and Fiduciary Services
Boston, MA
12.2015 - 12.2016
- Generated repetitive fee income through goal setting and adherence to a business plan
- Actively took part in the estate planning community to ensure favorable perception of the Bank and its Trust capabilities
- Joined forces with the Director of Marketing to compose relevant articles, create custom presentations and host various client events.
Senior Vice President and Trust Officer
U.S. Trust, Bank of America, N
Boston, MA
12.2006 - 12.2015
- Teamed with a group of specialists to assist individuals and families to preserve, enjoy and transfer wealth
- Provided estate planning, probate, and fiduciary expertise
- Managed a book of irrevocable and revocable accounts totaling five hundred million dollars spanning sixty-five private client relationships.
Trusts & Estates Associate, Ropes & Gray, LLP, Glovsky & Tye LLP, Nutter McClennan & Fish LLP
Boston, MA
01.2000 - 12.2006
Education
LL.M - Taxation
Boston University Law School
J.D - undefined
Boston College Law School
Jurisprudence - undefined
Suffolk University Law School
B.A. - Italian/Political Science
University of Massachusetts
Skills
- Trust Administration Legacy Planning Stakeholder Collaboration Estate Settlement Project Leadership Pragmatic Problem Solving Developing Policies, Procedures, and Best Practices Managing High Net Worth Relationships Holistic Wealth Planning
Timeline
Fiduciary Officer - Trust Counsel
Cambridge Trust Company
12.2018 - 10.2023
Regional Wealth Strategist
TD Bank N.A
12.2017 - 12.2018
Managing Director - Wealth Strategist
Boston Private Wealth, LLC, RIA
12.2016 - 12.2017
Senior Business Developer
Boston Private Bank & Trust Company, Trust and Fiduciary Services
12.2015 - 12.2016
Senior Vice President and Trust Officer
U.S. Trust, Bank of America, N
12.2006 - 12.2015
Trusts & Estates Associate, Ropes & Gray, LLP, Glovsky & Tye LLP, Nutter McClennan & Fish LLP
01.2000 - 12.2006
LL.M - Taxation
Boston University Law School
J.D - undefined
Boston College Law School
Jurisprudence - undefined
Suffolk University Law School
B.A. - Italian/Political Science
University of Massachusetts