Zoie Flaks Silver
Corporate Officer/Principal bei Beacon Trust Co.
Profil
Ms. Zoie F.
Silver is a Senior Vice President & Chief of Staff at Beacon Trust Co. Ms. Silver oversees Beacon’s wealth advisory services, including financial planning, tax, and trust and estate services.
As part of the management team, Ms. Silver is responsible for various projects and strategic initiatives impacting the overall firm.
Prior to her current role, Ms. Silver was Client Service Manager of Beacon Trust.
She was responsible for the management of the client service team to ensure excellent service for all of Beacon Trust's clients.
Ms. Silver has also worked directly with clients, handling their day-to-day needs as relationship manager, as well as portfolio analysis and asset allocation as portfolio manager.
Ms. Silver joined Beacon Trust as a portfolio manager assistant in 2010.
Ms. Silver received a bachelor’s degree in economics from the University of Michigan with a minor in Asian languages and cultures.
Aktive Positionen von Zoie Flaks Silver
| Unternehmen | Position | Beginn |
|---|---|---|
Beacon Trust Co.
 Beacon Trust Co. Investment ManagersFinance Beacon Trust Co. is a full-service wealth management firm headquartered in Morristown, New Jersey. The firm was founded in 1988 and is a subsidiary of Provident Bank, which is owned by Provident Financial Services, Inc. (NYSE: PFS). Beacon Trust provides a comprehensive service such as investment advisory, financial planning, tax compliance and planning, trust and estate administration, and banking services through Provident Bank, the parent company of Beacon Trust. | Corporate Officer/Principal | 01.04.2017 |
Ausbildung von Zoie Flaks Silver
| University of Michigan | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Beacon Trust Co.
Beacon Trust Co. Investment ManagersFinance Beacon Trust Co. is a full-service wealth management firm headquartered in Morristown, New Jersey. The firm was founded in 1988 and is a subsidiary of Provident Bank, which is owned by Provident Financial Services, Inc. (NYSE: PFS). Beacon Trust provides a comprehensive service such as investment advisory, financial planning, tax compliance and planning, trust and estate administration, and banking services through Provident Bank, the parent company of Beacon Trust. | Finance |
