Remus Preda

Role: Sr Vice President and Sr Wealth Advisor at Wilmington Trust
Location: Saratoga Springs, NY, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Remus Preda

Experienced Senior Vice President with a demonstrated history of working in the financial…

Experience

Sr Vice President and Sr Wealth Advisor
Wilmington Trust
Jul 2022 — Present

Skills

Capital Markets
Wealth Management
Asset Allocation
Financial Planning
Mutual Funds
Banking
Strategic Financial Planning
Real Estate
Securities
Asset Managment
Financial Analysis
Alternative Investments
Asset Management
Retirement Planning
Management
Investments
Customer Service
New Business Development
Relationship Management
Portfolio Management
Financial Services
Fiduciary Services
Risk Management

Contact information

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Work email
•••••@wilmingtontrust.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Wilmington Trust

Financial Services · 2.1K employees · Founded 1903 · Wilmington, Delaware, United States

Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations. Our guidance has helped generations of families and businesses thrive, backed by the sound experience of our professionals and a forward-looking mindset. WEALTH MANAGEMENT We offer an array of services delivered through an integrated approach that takes all of your financial concerns into consideration. As part of the M&T Bank family, one of the most financially sound and successful bank holding companies in the U.S. financial services industry, our capabilities are vast—yet our approach is personal, attentive, and trustworthy. INSTITUTIONAL RETIREMENT SERVICES Our broad-based retirement advisory services including, 401(k) investment vehicles, directed trustee, and custody solutions are designed to meet the needs of plan sponsors and financial advisors. Through our collective investment trust portfolio program, corporate retirement plans can benefit from our corporate trustee and investment management experience. Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation. M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.

wilmingtontrust.com

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About Remus Preda

Experience

Sr Vice President and Sr Wealth Advisor

Skills

Find verified contacts for anyone on LinkedIn