Bethany Blood
Assistant Vice President, Fiduciary Advisor III
- Role
- Assistant Vice President, Fiduciary Advisor Iii at PNC
- Location
- Erie, PA, US
- LinkedIn followers
- 500 followers
Experience
Assistant Vice President, Fiduciary Advisor Iii
Nov 2022 — Present · Erie, PA, US
Engage in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian or agent- Provide fiduciary advice and introduce planning concepts to meet client needs by working with clients, beneficiaries and gatekeepers- Manage a diverse book of business with varying account types- Administer more complex fiduciary accounts and ensure compliance with all legal and fiduciary regulations, policies and procedures- Handle risk management and resolution of legal and compliance-related issues for assigned accounts.
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