Summary
Overview
Work History
Education
Skills
Timeline
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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
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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

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Marie E. DelRossi