We found the following information about Melissa Freidel Jacoby at U.s. Trust, where this expert has worked as a Senior Vice President, Regional Fiduciary Advisor since 2013. Melissa's total work experience is over 17 years, during which time Melissa had at least five jobs at different companies to develop skills. Melissa studied at the Suffolk University from 1997 to 2000. Melissa currently lives in Needham, Massachusetts. You can contact with Melissa by searching for phone number or email address or find exhaustive info by requesting access to this expert's further details from us.
Name variants:
Mel Jacoby,
Mellie Jacoby,
Missie Jacoby,
Missy Jacoby,
Lisa Jacoby,
Lissa Jacoby
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Make recommendationContact Information
Last Update
Jul 5, 2022
Email
mj**@goulstonstorrs.com, me**@gmail.com
Location
Needham, MA
Company
Workplace
Senior Vice President, Regional Fiduciary Advisor
Knoxville, TN
Industry
Trust Management, Trusts, Nec
Colleagues
Work History
Associate Director of Fiduciary Services
400 Atlantic Ave, Boston, MA 02110
from Jun 2018
Senior Vice-President and Chief Operating Officer
Legal Concerns, Trust Administration, Compliance and Operations
Aug 2011 — Aug 2013
Education
Occupations
Executive
Deputy Director
Lawyer
Fiduciary
Senior Vice President
Advisor
Law Specialist
Deputy Manager
Chief Executive
Trust Law Attorney
Lawyer
Vice President
Skills
Estate Planning
High Net Worth Individuals
Wealth Management Services
Trusts
Asset Management
Mutual Funds
Investment Management
Philanthropy
Asset Allocation
Investment Strategies
Fiduciary Services
Mergers and Acquisitions
Strategic Financial Planning
Financial Planning
Gift Planning
Retirement
Banking
Insurance
Asset Protection
Small Business
Fixed Income
Executive Managment
Corporate Governance
Compliance