Cathleen Sullivan is a trust administrator in the Private Clients group and has over 15 years of trust experience. Her focus is on providing trust administration in banking and legal environments. She manages relationships with clients, beneficiaries, attorneys, fiduciaries, financial institutions, insurance companies and government agencies.
What do you focus on?
I am responsible for ensuring that all fiduciary records are complete and intact to the specifications of all governing bodies. I continuously focus on the cash flow of trust accounts confirming that appropriate cash balances are available for client needs. I endeavor to respond to all client requests immediately and thoroughly.
What do you see on the horizon?
I’m following the rules and regulations involving taxes and investments for trust accounts as they continue to evolve. It is my intention to work with the professionals at Nixon Peabody to make certain that our client accounts are always in compliance.