Roberta has over 30 years of experience in trust and estate administration from a successful career in the banking industry. Prior to joining Ed and Tara in 2006, Roberta was trust administrator for Ballston Spa National Bank. However, her core knowledge of trusts came from 20 years with Citibank in New York City.
After graduating from Adelphi University, Roberta took a job at the iconic bank and was quickly recognized for her intelligence and adaptability. She acquired a niche job with attorneys in the trust department working with high net worth clients and was introduced to, in her words, “a great mentor.”
She worked her way up to trust officer before deciding to relocate to the Albany area to raise her daughter, who is now a teenager, and live closer to family. She has numerous professional trainings to her credit and volunteers with the PTA at her daughter’s school and at the Regional Food Bank.
And in her spare time? “If it’s a nice day, you’ll find me on my patio with a glass of ice tea. That’s my idea of relaxation.”