Penny Smart
Manager of Fiduciary Services at Rudman Winchell- Counselors At Law
Based in Greenbush, United States
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Seniority
Manager
Department
Legal
Location
Greenbush
Industry
Law Practice
Company size
63
Contact information
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p•••••••@rudmanwinchell.com
Phone
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Background
About Penny Smart
Responsive and detailed oriented manager equipped with over 35 years experience in the trust administration, wealth management and operations. Highly skilled in problem solving, risk management, team consensus building and in finding process efficiencies to balance with risk tolerance. Resourceful at assessing customer needs both externally and internally as well of proficient with various computer programs and software. Works well independently and as a strong team leader. Areas of expertise include: Operation Management Policy and Procedure Development Process Efficiency Account Management Project Management Risk Management Client Relations Computer/Software Efficiencies and Training Teamwork Atmosphere Fiduciary Administration
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