Quail Promoted at Tampa Bay Trust
Posted on August 4, 2022
The Tampa Bay Trust Company has announced the promotion of Amy B. Quail, Senior Vice President to Manager of Client Services and Trust Operations of the Tampa Bay team. Quail oversees the Tampa Bay, Belleair and Tarpon Springs markets, assisting clients with private wealth trust services, account openings, cash transfers and more.
Michael R. Dreyer, CPA, President of The Tampa Bay Trust Company said, “Amy has demonstrated excellent care of our clients over her many years at The Trust Company and exceptional leadership skills among her team members. We are pleased to acknowledge this much-deserved promotion.” Quail has more than 30 years of experience in the financial industry. Just prior to joining the Trust Company, Quail had a 15-year career working with private wealth management clients at Neuberger Berman LLC and Goldman Sachs, and also worked on their Trust Operations team.
Amy completed her trust education training at the Cannon Financial Institute. She is located at the Tampa Bay Trust Company’s Boy Scout Boulevard office.
About The Tampa Bay Trust Company
The Tampa Bay Trust Company and The Naples Trust Company are divisions of The Sanibel Captiva Trust Company of Sanibel, Florida; an independent firm with $3.6 billion in assets under management that provides family office and wealth management services, including investment management, trust administration and financial counsel to high net worth individuals, families, businesses, foundations and endowments. Founded in 2001 as a state-chartered independent trust company, the firm is focused on wealth management services that are absolute-return oriented and performance driven. Each portfolio is separately managed and customized specifically to the client’s yield and cash-flow requirements. Offices in Tampa, Belleair Bluffs, Tarpon Springs, Sanibel-Captiva, Naples and Marco Island. www.tampabaytrustcompany.com