Kelly M. Brown
Responsibilities
Kelly manages the day-to-day operations of NHTrust and ensures that policies and procedures comply with Uniform Trust Code and State of New Hampshire regulations. As a key member of our leadership team, Kelly oversees the personal and professional development of our employees, establishes standards of excellence and initiates processing improvements to continually enhance our operations.
Experience
Kelly began her career at NHTrust as Assistant Vice President, Trust Administration Manager. Previously, she provided wealth management services for high net worth clients throughout New York City, Long Island and Fairfield County, Connecticut. As her expertise evolved into operations management, she oversaw several mergers while maintaining a focus on the clients’ needs and experiences.
Education
- Cannon Financial Institute – Cannon Trust Schools I, II and III
- Connecticut’s Insurance and Financial Services (IFS)
- Norwalk Community College – Norwalk, CT
- Business Management, McIntosh College – Dover, NH
community involvement
- Committee Member, Marine Corps – Law Enforcement Foundation, Atlantic City, NJ
Philosophy
“I enjoy increasing customer success across our business lines. Designing processes that streamline our customer interactions allows us more time to take care of their evolving personalized needs.”