Vicki Shelton

About Vicki Shelton

After 14 years of university teaching in music, I auditioned and went overseas to sing…

Experience

1. Senior Director

   BNY

   Jun 2005 — Present · Seattle, WA, US

   This is my 4th and final stop in working with a financial services firm. BNY Mellon has the most robust and deepest level of services for affluent individuals and families, as well as non profit services, important for the markets in which I work. The fact that all employees are salaried and bonuses are paid based on client satisfaction means that my team members are also wrapped around the clients to provide the highest level of service in addressing their needs.I have dedicated over 20 years in the financial services industry, focusing my entire career on high net worth individuals and families, and non profit endowments and foundations. As the wealth planning specialist who builds a team of professionals around a client’s expressed needs, many report back that they appreciate my authentic and forthright approach to providing results for them. It is an honor to honor to help people with solutions that give them “peace of mind” as well as an assurance that their assets will grow and be retained for years to come. Our capabilities include- Investment Management- Wealth and Estate Planning- Private Banking- Asset Servicing and Information Management

Education

• Gonzaga University

  Ph.D.

  1980 — 1983

• Eastern Washington University

  Master of Arts (M.A.)

  1972 — 1973

Skills

• Philanthropy
• Problem Solving
• Business Strategy
• Public Speaking
• Insurance
• Investment Management
• Wealth Management Services
• Philanthropic Consulting
• Investments
• New Business Development
• Financial Analysis
• Leadership
• Leadership Development
• Process Consulting
• Business Development
• Financial Services
• Mergers & Acquisitions
• Asset Management
• Finance
• Strategic Planning
• Coaching
• Wealth Management