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About
Magda Richard is a Client Administrator at Diversified Trust, based in Atlanta, Georgia. In her current role, she provides comprehensive account administration and client service support, assisting with the management and ongoing needs of client relationships.
She has built her career in trust administration and project management, previously serving as Trust Officer and Operations Project Manager at TMI Trust Company, where she managed client accounts and led teams in operational improvements. Her experience has given her expertise in fiduciary operations, client service, and trust administration, primarily within the private wealth and fiduciary services sector.
Magda holds a Bachelor of Business Administration (BBA) in Economics from Georgia State University. Her educational background in economics and her practical experience enable her to deliver effective service and operational oversight, contributing to Diversified Trust's client-focused approach.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Diversified Trust | Senior Associate | Jun 2023 to Present | Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $9 billion of client assets under management. Diversified Trust was founded in January, 199... |
| TMI TRUST COMPANY | Trust Officer, Operations Project Manager | Aug 2022 to Jun 2023 | — |
| TMI TRUST COMPANY | Operations Project Manager and Client Advocate Team Lead | Jun 2020 to Aug 2022 | — |
| TMI TRUST COMPANY | Senior Operations Analyst | Apr 2019 to Jun 2020 | — |
| Gratus Capital LLC | Operations Associate | Aug 2018 to Apr 2019 | — |
| JPH Advisory Group, Inc. | Operations Associate | Apr 2016 to Jul 2018 | — |
| Financial Network Associates, Inc. | Associate Director of Practice Manangement | May 2013 to Apr 2016 | — |
| S Dot Management Group | Multimedia Consultant | May 2011 to May 2013 | — |
| M.D. Lavert & Associates | Operations Manager | Jan 2012 to Jan 2013 | — |
Education
LSU Shreveport
Georgia State University
Bachelor of Business Administration (BBA), Economics
Georgia State University
Others at Diversified Trust Co. (42)
| Name | Role | Location |
|---|---|---|
| Principal | SC , United States | |
B Ben Hanson | Senior Associate | Winston-Salem, NC , United States |
B Bill Spitz | Principal | Nashville, TN , United States |
B Brad Crawford | Principal | Memphis, TN , United States |
| Principal | Nashville, TN , United States | |
| Principal | Nashville, TN , United States | |
| Senior Vice President, Portfolio Manager | Atlanta, GA , United States | |
C Cynthia Legette | Principal | SC , United States |
| Principal | Nashville, TN , United States | |
| Principal | Memphis, TN , United States |
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|---|---|---|---|
| Analyst | Southeastern Asset Management Inc/tn/ | Memphis, TN , United States | |
D Doug Schrank | Head of Trading and Principal | Southeastern Asset Management Inc/tn/ | Memphis, TN , United States |
| President and Managing Director | Highland Capital Management, LLC | Memphis, TN , United States |