As a Fiduciary Administrator, Magdalena provides thoughtful and detail-oriented support for the ongoing and efficient administration of trusts. She conducts trust document and administrative account reviews while collaborating with internal and external partners to help resolve account issues in a timely and effective manner. Her commitment to accuracy and client service helps ensure a smooth administrative experience.
Magdalena brings 25 years of financial services experience spanning fiduciary administration, fiduciary fee oversight, risk management, and asset management. She joined Inspire from Wells Fargo Bank, N.A., where she most recently specialized in comprehensive risk-based reviews of trust account fee setup and maintenance, evaluating fiduciary implications, control adherence, and potential financial or reputational exposure.
Magdalena has attained her Certified Trust and Fiduciary Advisor (CTFA) designation and holds a bachelor’s degree in Accounting from Brooklyn College.
In her free time, Magdalena enjoys cruising with her husband, spending time with her two pups, Millie and Chancey, and relaxing at the beach whenever possible.