Fiduciary Roundtable – Large Bank


Warner W. Price

Senior Vice President
Senior Administrative and Chief Compliance Officer
Wealth Management Group
TD BANKNORTH
Portland, Maine


What helps us sleep at night? 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 36 years of experience in compliance and risk management for personal trusts, estates, and corporate trusts to facilitate this roundtable discussion. This session will be closed to regulators but open to other attendees representing the fiduciary and investment industry.

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