Scott Sumner

Vice President @Fiduciary Trust Company

Beverly, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2015 — Present

Vice President @Fiduciary Trust Company

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Boston, MA

At Fiduciary Trust, we provide a wide range of specialized custody services for individuals, professional investors, corporations, institutions and family offices. Fiduciary has the most experienced professionals and effective technology to support our clients’ needs. Our services include providing accurate and timely recordkeeping and trust accounting, comprehensive reporting, collection and distribution of income, as well as tax services. Since its founding in 1885, Fiduciary has chosen to remain a specialized, dedicated, privately owned institution. As an employee/director-owned institution, we bring a concentrated body of experience and dedicated focus not found in other financial institutions. At Fiduciary, you can expect superior execution from our custody services, with maximum efficiency and excellent risk controls. Precision, attention to detail and unparalleled client service are the cornerstones of a custodial relationship with Fiduciary Trust. These standards are evident in all of our custody functions.

EDUCATION

1994 — 1998

University of Vermont

Bachelor of Arts (BA), History

SKILLS

Advent Revenue CenterSuperior Client ServiceAdvent Rules ManagerGlobal PlusSei Trust 3000Fixed IncomeBack OfficeAdvent AxysAdvent MoxyInvestmentsMutual FundsCorporate ActionsMiddle OfficeMchGlobal CustodyTrading SystemsBusiness AnalysisHedge FundsAdvent Portfolio ExchangeRelationship ManagementLean ManagementBloomberg TerminalBusiness Relationship ManagementSql Server Management StudioEquitiesLean TransformationFinancial ServicesSecuritiesOutsourcingAlternative InvestmentsClient ServicesAccount ReconciliationBloomberg

ABOUT SCOTT SUMNER

A seasoned financial services professional with experience in relationship management, business analysis, and investment operations employing industry leading portfolio accounting, trust accounting, and trade order management systems.

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