noelle zola

senior client manager, svp, family office

About

Personal Trust professional experienced in both traditional and broker related trust companies with management experience. Specialties: J.D., CTFA, Graduate of Cannon Trust Schools, UPIA, Trust Administration and Compliance.

Country

united states

City

rockville centre

Industry

financial services

Skill

estate planning, high net worth individuals, wealth management, asset allocation, trust services, asset management, wealth management services, investment management, wealth, trusts, trust management, private banking, financial risk, securities, banking, investment advisory, financial services, mutual funds, alternative investments, fiduciary, financial advisory, internal audit

Experience

trust administrator

trust company of the south

1992-9 - 1994-5 · 1 yr 9 mos

trust consultant

experis finance

2012-8 - 2012-11 · 4 mos

Personal Trust consulting services at a major financial institution.

personal trust officer

morgan stanley

1994-5 - 1996-5 · 2 yrs 1 mo

Responsible for managing the administration, investment, and fiduciary compliance of personal trust accounts.

fiduciary manager

citi

2000-1 - 2004-1 · 4 yrs 1 mo

*  Project manager for the National Head of Trust Administration. *  Managed UPAIA process for the entire trust department including prospective client inquiries. *  Developed and coordinated training presentations for trust professionals regarding various trust and estate planning issues. *  Risk managed trust portfolios to assess the appropriateness of investment products; formulated divestiture plans for concentrations of assets; and ensured that trust portfolios were consistent with the established investment objectives and asset allocations.

personal trust services division manager

morgan stanley

1998-5 - 2000-9 · 2 yrs 5 mos

*  Managed the Personal Trust Administration, Operations and Support units, consisting of 60 employees. *  Responsible for maintaining a high level of service while accommodating significant growth in the account base. *  Managed internal and external audits and consistently achieved the highest rating from the Office of Thrift Supervision. *  Served on senior management committees that monitored investment performance and determined discretionary actions under trust agreements.

personal trust manager

morgan stanley

1996-6 - 1998-5 · 2 yrs

* Responsible for managing a team of trust officers while continuing to manage high net worth clients. * Hired, trained and managed personal trust administration staff. * Established procedures to support the broker distribution channel while meeting all compliance requirements.

senior fiduciary specialist

bny mellon wealth management

2012-12 - 2016-11 · 4 yrs

BNY Mellon Wealth Management is among the nation's leading wealth managers, with more than 225 years' experience in providing investment management, wealth and estate planning, and private banking services to financially successful individuals and families, family offices, charitable gift programs, endowments and foundations. It is among the nation's top 10 wealth managers with an extensive network of offices in the U.S. and internationally. In my role, I am responsible for developing and maintaining strong relationships with high net worth clients by providing wealth advice and trust administration services.