BNY Mellon Wealth Management has named Thomas Moran as Senior Wealth Manager, Fiduciary Specialist in Menlo Park, California.
Moran will report to President of US Markets, Northwest, Robert Kricena. Moran will be responsible for driving the growth and expansion of the Fiduciary business in Northern California.
“Tom has over 30 years of experience managing complex fiduciary relationships. As a seasoned executive with a proven background and significant expertise, we are excited to welcome him to the team and know he will deepen our relationships with our clients and their professional advisors,” says Kricena.
Prior to joining BNY Mellon Wealth Management, Moran was a Senior Fiduciary Advisory Specialist at Wells Fargo Private Bank and was promoted to Regional Trust Manager and then to Senior Trust Team Manager. Moran started his career at Wells Fargo Private Bank in 2006 and currently has over 30 years of financial services experience.
Moran holds a Bachelor of Business Administration from Xavier University in Cincinnati, Ohio and an MBA from the University of Cincinnati. He is a Certified Trust and Financial Advisor (CTFA).