Tim Fogarty

Vice President, Senior Trust Officer @Dime Bank

North Kingstown, RI, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2021 — Present

Vice President, Senior Trust Officer @Dime Bank

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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

2012 — 2015

Roger Williams University School of Law

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

2003 — 2007

Providence College

B.A., History

SKILLS

GovernmentTrademarksNegotiationClient ServicesLegal IssuesFinancial PlanningPublic BenefitsClient CommunicationLegal ResearchFinanceLegal WritingWestlawFinancial ServicesContract NegotiationInvestmentsPublic SpeakingEstate PlanningBusiness Entity SelectionPolicyLexisnexisBuilding Relationships

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.).

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