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Leslie Bohner — Chief Fiduciary Officer · Fiduciary Trust · United States.
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About
Experienced Executive Vice President with a demonstrated history of working in the wealth management industry. Strong legal professional skilled in Trust and Estate Administration, Litigation, Corporate Law, and Estate Planning.
Experience
Executive Vice President, Chief Fiduciary Officer and General Trust CounselCurrent
Dec 2023 – Present
Executive Vice President, Chief Fiduciary Officer and General Counsel
Pennsylvania Trust · Radnor, PA
Jan 2018 – May 2020
General Counsel: Manage risk across all areas of the Company, including oversight of pending legal matters, review of agreements and contracts, hiring of counsel and review and development of policies, practices and procedures. Chief Fiduciary Officer: Provide oversight and guidance to team of trust and tax professionals on fiduciary and wealth advisory matters.
Education
Skills
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