Robert Magielnicki

Robert Magielnicki

Director of Trust and Fiduciary Services @United Bank

Washington, DC, US
EMAILS
r••••••••@bankwithunited.com
MOBILE NUMBERS
+17•••••••96

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WORK HISTORY

Jan 2022 — Present

Director of Trust and Fiduciary Services @United Bank

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Responsible for oversight and production of team of Fiduciary Wealth Advisors for Wealth Management arm of United Bank. Work closely with the Head of United Wealth Management to staff the Fiduciary Services team to facilitate scale and future revenue and growth. Manage performance and sales goals of Fiduciary Wealth Advisors. Work with Fiduciary Wealth Advisors, Portfolio Managers, and Advanced Planning Team to deliver integrated wealth management to families and individuals. Responsible for adherence to all compliance, regulatory and internal policies and procedures for United Wealth Management. Liaison with United Wealth Management Leadership and other United Bank lines of business to drive revenue and growth. Drive Fiduciary Services business initiatives and priorities for United Wealth Management’s strategic action plan.

SKILLS

ResearchMicrosoft WordFinancial PlanningPersonal Trust AdministrationWealth ManagementMicrosoft OfficeEstate PlanningAsset ManagementPowerpointTrustsMicrosoft ExcelEstate AdministrationTrust ServicesStrategic PlanningRisk ManagementCustomer ServiceManagementPortfolio ManagementSalesLegal ComplianceBanking

ABOUT ROBERT MAGIELNICKI

Guiding families with integrity, expertise, and long-term perspective. As Director…

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