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Senior Operations Officer
Ms. Fortin is Senior Operations Officer for Pennsylvania Trust. Her primary responsibilities are cash movement transactions, asset movements and client online access as well as other duties in the Operations Department.
Ms. Fortin has over 20 years experience in the financial services industry. Previously, she was employed by ING Financial Services as AVP of Operations, and at JP Morgan, where she was an account officer in the High Net Worth practice. Ms. Fortin also served as a trust and operations administrator for a boutique bank and trust company in Wilmington, DE, and earlier was associated with Liberty Mutual Insurance as an agent for Property & Casualty and Life Insurance sales. She successfully completed Cannon Financial Institute Personal Trust Services Level I as well as other industry continuing education courses.