Kay Aprea

Kay Aprea

Managing Director and Regional Fiduciary Advisor @Bank of America

New York, NY, US
MOBILE NUMBERS
+19•••••••78

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WORK HISTORY

Feb 2010 — Present

Managing Director and Regional Fiduciary Advisor @Bank of America

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Florham Park, NJ, US

Counsel Philanthropic Trust Officers on a daily basis regarding trust administration issues, compliance, fiduciary duty and liability. Review new philanthropic business opportunities to ensure new and successor trustee appointments are suitable from a risk perspective. Serve as voting member of Philanthropic Risk Committee. Update policies and procedures, work closely with management to reduce risk throughout business through numerous strategic initiatives.

EDUCATION

1986 — 1990

Rutherford High School

HS, High School

1990 — 1994

Rutgers University

Bachelor of Arts (B.A.), English Literature

2003 — 2005

New York University School of Law

LLM, Taxation

1996 — 1999

Rutgers Law School

JD, Law

SKILLS

FiduciaryEstate PlanningTrustsPolicyLegal AdviceWealthFinancial RegulationWillsTaxFinancial ServicesEstate LawCorporate GovernanceCorporate LawLegal WritingDue DiligenceHigh Net Worth IndividualsEstate AdministrationLegal Research

ABOUT KAY APREA

Kay Aprea is Managing Director and Regional Fiduciary Advisor with the Office of Chief…

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