Kate McGovern

Experience

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  American Teleresponse

  Jan 1989 - Jan 1991

  Customer Service / Sales Associate

  Sales and customer support, fulfillment and order procurement for corporate clients of varied industries, including: residential and business communications, publications, investments, food, entertainment and hospitality.

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  RMH Teleservices

  Jan 1991 - Jan 1997

  Sales/ Quality Associate/ Training and Education

  New hire product knowledge and sales training for accident and health insurance products. Direct consultation with corporate clients to assure quality of service and established sales goals. Management of existing staff to cross-train additional product offerings as well as motivate efficient sales performance.

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  Home Buyers Counsel

  Apr 1997 - Dec 1999

  Real Estate Agent

  Analysis of residential property sales trends relative to the Philadelphia and surrounding suburban region. Initiating cost-effective bidding/ negotiating for the acquisition and marketing/ resale of rehabilitated and foreclosed properties. Consultation with local plumbing, electrical and general contractors for various services. Coordination with mortgage lending, local L&I, insurance and title agents to settle properties in a timely manner.

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  Pacifico Lincoln Mercury

  Dec 1999 - Jan 2001

  Sales and Financing Consultant

  Product presentation, price negotiation and finance consultation for delivery of new and used vehicle purchases. Preparation, explanation and execution of delivery documentation, such as title transfer, registration, financial responsibility and loan or lease agreements.

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  Wilmington Trust

  Jan 2001 - Jan 2018

  Private Client Fiduciary Advisor

  Account management of over $560 million of assets for the banking, lending, retirement, business and estate planning, trust administration and overall wealth management needs of individuals, families, foundations, charitable entities, corporations and privately held businesses in the PA, NJ, DE and MD regions.

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  SEI

  Jan 2018 - Oct 2022

  Senior Trust Account Manager

  Acting as Directed Trustee/ Investment Management for various types of Corporate/Institutional Accounting such as Qualified and Non-Qualified plans, Non- Profits, their CRT’s and CGA’s, Unitization.Audit support, Website Support, RFP Support, Shadow accounting for Performance

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  U.S.Trust Company of Delaware - Bank of America

  Oct 2022 - Aug 2024

  Vice President, Delaware Trust Officer II
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  U.S.Trust Company of Delaware

  Aug 2024 - now

  Vice President, Delaware Senior Trust Officer