Tim Fogarty

About Tim Fogarty

I lead a team that specializes in fiduciary services for professionals, families, and non-profits. Please reach out if you or your client needs: a Trustee/Executor/Financial Power of Attorney; a Financial Advisor; or, an Agent and Advisor for those in fiduciary roles with non-profits (board members, CFOs, etc.).

Experience

1. Vice President, Senior Trust Officer

   Dime Bank

   Feb 2021 — Present · Norwich, CT, US

   I lead the Bank’s wealth management offering which mainly includes comprehensive fiduciary services to our individual and institutional clients. In addition to management responsibilities, I am chiefly responsible for providing quality service to our clients and for growing our book of business. We serve New England, the Northeast, and beyond by providing investment and wealth advising, estate planning consultations, advising non-profit boards, settling client estates, and administering our clients\' legacies through trusts. We collaborate with other advisors to ensure comprehensive and sound strategies are put in place. I also lead the Trust department\'s strategic partnerships with outside investment managers, attorneys, and accountants. Another component to the role is managing an affiliate relationship with a third-party firm through which we offer our clients additional financial services outside of banking, fiduciary services, and active investment management.

Education

• Roger Williams University School of Law

  Doctor of Law (J.D.), cum laude

  2012 — 2015

• Providence College

  B.A., History

  2003 — 2007

Skills

• Government
• Trademarks
• Negotiation
• Client Services
• Legal Issues
• Financial Planning
• Public Benefits
• Client Communication
• Legal Research
• Finance
• Legal Writing
• Westlaw
• Financial Services
• Contract Negotiation
• Investments
• Public Speaking
• Estate Planning
• Business Entity Selection
• Policy
• Lexisnexis
• Building Relationships