NBT Bank Regional President Matt Durkee announced that Leslie Dee has joined NBT Financial Group as vice president and personal trust account officer. In this role, Leslie will assist customers with their trust, estate and investment account planning needs. “We are pleased to have Leslie as part of our team here in Vermont,” said Durkee. “Leslie’s experience and expertise in the areas of wealth management and trust administration will contribute greatly to our level of service.” The local division of NBT Financial Group is based at NBT Bank’s regional office at 150 Bank Street in Burlington.
Dee brings over 17 years of experience administering investment management accounts, revocable and irrevocable trusts, IRAs and qualified retirement plans for institutions and high net-worth individuals. Prior to NBT Bank, Leslie held the position of vice president and senior wealth management officer at People’s United Bank and its predecessor Chittenden Bank. She is a graduate of the University of Colorado Boulder where she earned a Bachelor of Arts degree in International Spanish for Business. Leslie is a Certified Trust Financial Advisor (CTFA) and an honors graduate of the American Bankers Association National Graduate Trust School. A resident of Underhill, Leslie coaches the Mt. Mansfield Union Girls’ Youth Lacrosse Team.
NBT Financial Group, a division of NBT Bank, provides services related to trust, investments, insurance and retirement. The group manages and administers assets of approximately $3.3 billion. For more information about NBT Bank and NBT Financial Group in Vermont, visit www.nbtbank.com/vermont or call 802-318-9150.
NBT Bank has more than 80 locations in upstate New York and northwestern Vermont. NBT Bancorp Inc., the parent company of NBT Bank, is headquartered in Norwich, N.Y., and had assets of $5.4 billion as of June 30, 2010.
