Amy Falcone

Trust Administrator at Brandywine Trust Group

Amy Falcone is a seasoned Trust Administrator with a strong background in client portfolio management and account administration. Currently serving at Brandywine Trust Company since October 2014, Amy's previous experience includes roles at Reliance Trust Company and Wells Fargo Delaware Trust Company, where responsibilities encompassed handling monetary movements, document reviews, and liaising between clients and third parties. Earlier experiences include marketing and legal assistance roles, demonstrating versatility in communication and organizational skills. Amy holds a Bachelor of Science degree in Journalism from Shippensburg University of Pennsylvania.

Location

Wilmington, United States

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Brandywine Trust Group

We Are Stewards of Capital in all respects, for a limited number of families. We deliver the superior fiduciary and investment solutions that are necessary to preserve purchasing power across generations. We view these solutions as mutually dependent and reinforcing: Investment success is a key fiduciary goal, and the stability of trusteeship is a key enabler of investment success. We are currently responsible for approximately $10 billion of client capital. Organization: Brandywine Trust Group, LLC - Governance Brandywine Trust Company, LLC - Trusteeship, Planning & Administration Brandywine Group Advisors, Inc. - Investment Management Pleasantville Tax Services, Inc. - Tax Advice & Return Preparation Contact: Brandywine Trust Company, LLC 7234 Lancaster Pike, Hockessin, Delaware 19707 Telephone: (302) 234-5750 Brandywine Group Advisors, Inc. 501 Madison Avenue, New York, New York 10022 Telephone: (212) 319-2700 webinquiry@brandywinetrust.com


Headquarters

United States

Employees

51-200

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