William "Bill" Zaleski
Chief Fiduciary Officer & Trust Manager
Toll Free 888-912-2265
Main Office on the Plaza
62 Lincoln Avenue, Santa Fe
Bill Zaleski is the Trust Manager at First National Santa Fe. His long career is rich with fiduciary and wealth management experience. Bill has managed trust departments for leading financial institutions across the nation, including CitizensTrust, the $2.2 billion Trust Department of Citizens Business Bank in California. He also developed two trust companies for New York Life, where he served as President, CEO and Director for New York Life Trust Company and New York Life Trust Company, FSB. As Chief Compliance Officer for Merrill Lynch's five trust companies, he was instrumental in helping to grow a robust national presence.
Bill's areas of expertise include trust administration, operations, compliance, employee benefits, and business development. He has served on a variety of industry committees and has been a speaker for numerous organizations, including the American Bankers Association and the Massachusetts Bankers Association.
Bill holds a Bachelor of Business Administration degree in Finance from American International College in MA, where he was selected to Alpha Sigma Lambda National Honor Society. Additionally, he was an honor graduate of the BAI National Trust School at the University of Wisconsin and he graduated from the New England School of Banking at Williams College.
Bill enjoys community involvement and has been on the boards of The Boy Scouts of America, community humane societies, community symphonies, community elder care agencies, and state and local Trust & Estate planning councils.