Fiduciary Roundtable – Large Bank


Warner W. Price - Moderator
Senior Vice President
Senior Administrative and Chief
Compliance Officer
TD BANKNORTH WEALTH
MANAGEMENT GROUP
Portland, Maine


Join your peers in an opportunity to participate in a discussion of best practices, current issues, present challenges and possible approaches to address them. Warner Price, a current member of the FIRMA Board of Directors, will use more than 35 years of experience as an Audit/Compliance/Risk Management professional for large bank trust departments and registered investment advisers to facilitate this roundtable discussion. This session will be closed to regulators but open to other attendees representing the fiduciary and investment industry.

Click Here for Speaker biography

PowerPoint presentation not available

No other session materials are available