Richard DeNapoli

Hi, I'm Richard DeNapoli. Welcome to my profile!

Trust & Investment Officer at Private Bank

June 2008 - July 2013 | Florida

As a Trust and Investment Officer in the Personal Financial Services Division, currently part of a Wealth Advisory Service team with $1.8 Billion assets under management providing services to high net worth individuals ($5MM +) in the following areas: Investment Management, Trust & Fiduciary, Wealth Transfer Planning, Custody, Private Banking, Commercial and Residential Lending. o Work directly in Investment Management, Trust & Fiduciary and Wealth Transfer Planning. o Responsible for approximately 300 relationships. o 2011 Miami-Dade Coordinator for Life Driven/Goals Driven Investing Beta Initiative. o 2011 Chairman's "Absolute Quality" Award Winner.

Partner at Law Offices of Richard DeNapoli

August 2003 - June 2008

Solo practitioner working within a group of attorneys. Focused on Real Estate Law & Closings, Wills, Trusts & Estate Planning, Probate, Mortgage Law, Incorporations and Civil Litigation. Performed all of the real estate closings and closing-related accounting for the attorneys in the group. Frequently gave seminars on estate planning; Issued title insurance as owner of A FLORIDA TITLE COMPANY, LLC. (Not active in solo practice since 6/08, though still maintain LLC and FL Bar license.)

University of Miami School of Law

2007 – 2008

Master of Laws (LL.M.)

Fordham University School of Law

1999 – 2002

Doctor of Law (J.D.)

Concentration: Law

New York University

1997 – 1999

Bachelor of Arts (B.A.)

Concentration: Politics, Italian

Regular Attendee at Annual Heckerling Institute on Estate Planning & Attorney/Trust Officer Liaison Conferences ▪ Fluent in Italian ▪ Politics ▪ Brother of Delta Phi Epsilon, National Professional Foreign Service Fraternity ▪ Former White House Intern ▪ Valedictorian, Chaminade-Madonna College Prep., Hollywood, FL (1995) ▪ Member of Real Property Probate and Trust Law Section, Young Lawyers Division, Florida Bar