Head of Business Development
Kelly Brockstedt is a Senior Vice President and heads up our new business development for First State Trust Company (“FSTC”). Prior to joining FSTC in 2010, Kelly was previously employed by Morgan Stanley Smith Barney and its predecessor firms since 2000. At Morgan Stanley Smith Barney, Kelly was a Senior Vice President and Director of 401(k) Services for Consulting Group Institutional Services, where she designed and managed one of the first 401(k) fee-based consulting programs on the street.
Prior to this role, she worked as a Senior Product Specialist and Relationship Manager at Citi Institutional Trust Company, where she was responsible for the promotion of Citigroup Global Transaction Services (GTS) products, including trustee, custodial, and administration services for high net worth clients, 401(k) and pension plans, endowments and foundations and other institutional investors.
Kelly graduated with a B.A from the University of Delaware and currently holds the Certified Investment Management Analyst (CIMA®) designation. In 2005, Kelly was a graduate of the prestigious Citigroup Developing Talent Program which recognizes 30 women each year in the organization for special projects and advanced training.