Whitney is responsible for assisting with the coordination of operational functions for client accounts including account maintenance, deposits, and wire transfers. She also serves as SAM&T’s Assistant BSA/OFAC Officer and Assistant Information Security Officer. Whitney joined the firm in 2023 and has 15 years of experience within the financial sector including retail and corporate banking. […]
Claire is responsible for coordination and oversight of all operational functions for client accounts including account maintenance, deposits and wire transfers. She also serves as SAMT’s BSA/OFAC Officer and Information Security Officer. Claire joined the firm in 2015. Prior to joining SAMT, Claire worked as a continuing legal education administrative assistant at the Pennsylvania Bar […]
Robert is responsible for the firm’s financial operations, regulatory reporting and internal control oversight. He has extensive knowledge and experience in financial audits, tax, and regulatory compliance reporting. He joined the firm in 1996 and has served on SAMT’s Board since 2005. Robert holds a BSBA in Accounting from Shippensburg University.