Alexis Borrelli

Senior Vice President and Senior Trust Advisor @Northern Trust

Wilmington, DE, US

As a Trust Relationship Manager, responsible for providing Delaware trust and administrative services to the Bank’s ultra-high net worth individuals and families with complex estate planning needs • Areas of expertise include relationship management, fiduciary administration, and risk management• Daily functions include interpreting trust instruments and applicable law in order to administer trust accounts; educate clients and other lines of business on Delaware trust functions and other matters pertaining to their trust accounts; prepare for and participate in client meetings; respond to requests from beneficiaries for discretionary distributions; coordinate and work with investment advisers, distribution advisers and various other advisers to meet the needs of clients including executing directed investment actions and beneficiary distributions while anticipating upcoming client needs• Manages a team of Account Managers

University of Delaware

History