Sasha A. Klein, Esq., J.D., LL.M. has joined Sabadell Bank & Trust in Palm Beach
(PRWEB) February 21, 2015 -- Sasha A. Klein, Esq., J.D., LL.M. has joined Sabadell Bank & Trust as Senior Vice President, Director of Trust and Wealth Services in the bank’s Palm Beach office.
Ms. Klein will be responsible for providing wealth and advisory services for high net worth individuals and families.
“Sasha has extensive experience in handling sophisticated fiduciary services for clients and helping them navigate through multi-generational wealth transfer. She brings both industry depth and leadership to support our growth strategy in the Palm Beach County market”, said Palm Beach County Regional President, Debra Vasilopoulos.
Prior to joining Sabadell Bank & Trust, Ms. Klein served as Fiduciary Counsel to Bessemer Trust, where she directed the fiduciary risk management group and chaired the Special Investments and Discretionary Committee. Prior to Bessemer, Ms. Klein practiced law as an attorney with Comiter Singer Baseman & Braun, LLP, where she focused on sophisticated estate, gift and generation skipping transfer tax issues, fiduciary income tax issues and estate/trust planning and administration.
Ms. Klein earned a B.S. in Business Administration Summa Cum Laude from the University of Florida, Warrington College of Business, a Juris Doctorate and Law and Business Certificate from Vanderbilt University Law School, and a Masters in Laws, LL.M., in Taxation from the University of Florida Frederick G. Levin College of Law. She is a member of both the District of Columbia and Florida Bars.
About Sabadell Bank &Trust
Sabadell Bank & Trust is the wealth management division of Sabadell United Bank. Inspired by the desire to build a superior financial services organization, Sabadell Bank & Trust has earned the reputation as a boutique-style financial institution. Sabadell Bank & Trust has become a trusted financial partner to a growing number of high-net worth clients and families. Sabadell Bank & Trust provides a robust suite of sophisticated personal and corporate financial solutions delivered by knowledgeable and trusted professionals. Sabadell United Bank is a locally-managed, nationally-chartered banking institution with 27 locations throughout Florida, serving more than 40,000 clients. It is recognized as the trusted financial advisor for professionals and businesses as well as high-net-worth individuals. Sabadell consistently ranks as one of the most well capitalized banks in the state and is rated 5 stars by Bauer Financial for its financial stability. The bank’s devotion to its clients is matched by its commitment to the local community which is visible through its extensive charitable and civic involvement.
Jenna Trueba, Sabadell Bank, https://www.sabadellbank.com, +1 3053762492, [email protected]
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