Zoie Flaks Silver

Zoie Flaks Silver

Corporate Officer/Principal presso Beacon Trust Co.

Finance
Consumer Services

Profilo

Ms. Zoie F.
Silver is a Senior Vice President & Chief of Staff at Beacon Trust Co. Ms. Silver oversees Beacon’s wealth advisory services, including financial planning, tax, and trust and estate services.
As part of the management team, Ms. Silver is responsible for various projects and strategic initiatives impacting the overall firm.
Prior to her current role, Ms. Silver was Client Service Manager of Beacon Trust.
She was responsible for the management of the client service team to ensure excellent service for all of Beacon Trust's clients.
Ms. Silver has also worked directly with clients, handling their day-to-day needs as relationship manager, as well as portfolio analysis and asset allocation as portfolio manager.
Ms. Silver joined Beacon Trust as a portfolio manager assistant in 2010.
Ms. Silver received a bachelor’s degree in economics from the University of Michigan with a minor in Asian languages and cultures.

Posizioni attive di Zoie Flaks Silver

SocietàPosizioneInizio
Corporate Officer/Principal 01/04/2017
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Formazione di Zoie Flaks Silver

University of Michigan Undergraduate Degree

Esperienze
Posizioni ricoperte

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Aziende private

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