The addition of this A-team to our corporate trust group is a big score, said Jack Beeson, head of Wilmington Trust’s Global Capital Markets Group.
Boston, Mass (PRWEB) July 22, 2014
Wilmington Trust is expanding its corporate trust business with three strategic hires. Julie Balerna, Clay Cardozo, and Deb Daniello have joined the firm’s Boston office. The three most recently worked as a team at BNY Mellon.
“The addition of this A-team to our corporate trust group is a big score,” said Jack Beeson, head of Wilmington Trust’s Global Capital Markets Group. “This team already has a long and successful track record in the New England region. We’re eager to utilize and build on their experience as we continue growing our corporate trust business across the U.S.”
“We look at the New England market as thriving, and a region in which we want to compete and deliver our successful single point of contact model,” added Rob Brown, group leader for Wilmington’s Public Finance and Agency Group.
Balerna has been hired to manage sales and business development for Global Capital Markets in the New England region. She will cover both corporate and public finance markets, including municipal, higher education, housing, and health care. She will also leverage her experience in the region by teaming up with Robert Weiss, Wilmington Trust’s East Coast corporate escrow sales leader.
For the past decade she worked as vice president of business development for BNY Mellon’s Corporate Trust division. Balerna also worked at U.S. Bank and State Street Bank in similar roles.
She earned a bachelor’s degree from Brown University, and is active in the school’s alumni association. Balerna also serves on the board of Boston Women in Public Finance, a professional networking and educational organization for women working in municipal finance in the New England region.
Balerna is based in Wilmington Trust’s office located at 280 Congress St. in Boston, and can be reached at (617)457-2040.
Cardozo joins Wilmington Trust in his new role as a regional manager for Global Capital Markets. He will be responsible for managing relationships, planning, strategy, product development, and risk management for the New England market. He was previously employed by BNY Mellon for nearly 18 years. His most recent role was vice president and senior relationship manager, covering several of the largest issuers in the Northeast.
He received a bachelor’s degree from the University of Florida, and an MBA from the University of Maryland.
Cardozo is also based in Wilmington Trust’s Boston office, and can be reached at (617)457-2059.
Daniello has been hired as a senior relationship manager in Wilmington Trust’s Global Capital Markets group, and will be responsible for growing and maintaining business with corporate trust and escrow clients in the New England region. Deb has over 20 years of corporate trust experience and was previously employed by BNY Mellon as vice president and senior transaction manager.
Daniello earned a bachelor’s degree from the University of Rhode Island, and is accredited as a Certified Corporate Trust Specialist by the American Bankers Association’s Institute of Certified Bankers.
She is based in Wilmington Trust’s Boston office, and can be reached at (617)457-2020.
ABOUT WILMINGTON TRUST
Wilmington Trust’s Institutional Client Services (ICS) division offers institutional trustee, agency, asset management, retirement plan, and administrative services for clients worldwide who use capital markets financing structures, as well as clients that seek to establish or maintain nexus, or legal residency for special purpose entities. ICS is distinguished from many competitors by its status as a core business of Wilmington Trust, as well as the experience and expertise of its global staff, its multi-jurisdictional presence, and its reputation for superior service. ICS serves clients in more than 90 countries.
Wilmington Trust also provides Wealth Advisory services for affluent clients in every state in the United States and in 35 other countries.
Wilmington Trust has offices throughout the United States and internationally in London, Luxembourg, Frankfurt, Dublin, Amsterdam, and Cayman Islands. Wilmington Trust is an M&T company. For more information, visit http://www.WilmingtonTrust.com.
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MEDIA CONTACT: Kent Wissinger, Wilmington Trust PR Manager (302)651-8758
Wilmington Trust is a registered service mark. Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation. Investment services, wealth advisory, and corporate and institutional products and services are offered by Wilmington Trust Company, operated in Delaware only, and Wilmington Trust, N.A., a national bank. International corporate and institutional services are offered through our international affiliates.