Robert E. Pirri has over 20 years of experience in human resources management, wealth and estate planning, and sales. He currently works as a Senior Vice President at US Trust Bank of America, where he oversees a team that manages $2.9 billion in assets and $300 million in revenue. Prior to his current role, Pirri worked in various leadership and management positions at several financial institutions, during which time he consistently exceeded sales goals. He holds a Juris Doctor degree and is licensed in both Massachusetts and Rhode Island.

1. Robert E. Pirri
1 Roger Avenue
Bristol, RI 02809
robertpirri@outlook.com  401.253.0090 (h), 401.255.3333 (c)
EXECUTIVE PROFILE
Human Resources Management | Wealth/Estate Planning | Results Oriented | Sales
Accomplished executive leader with over twenty years of progressive management experience working
with varied organizations and the not-for profit industry. Expertise in Philanthropic Management, Client
Relations, Compliance and Regulatory Oversight, Human Resources including all phases of recruitment,
employee relations, training and development. Proven performance in linking corporate vision with the
delivery of desired results through empowerment, development and utilization of people, process and
technology. A strong motivator and collaborative team leader with effective internal and external
communication skills coupled with a results-driven attitude.
Areas of Expertise
• Executive & Leadership • Human Relations
• Legal Counsel and Implementation • HR Compliance & Regulatory Experience
• Decision Maker • Technology Driven
• Negotiation and arbitration • Development of High Performing Teams
PROFESSIONAL EXPERIENCE
US Trust Bank of America – Providence, RI May 1996 - Present
National Fiduciary Philanthropic Management July 2009 - Present
Senior Vice President
Results driven leader with demonstrated success in the execution and developmentofa Private Wealth Management
Group for one of the largestfinancial institutions. Provide executive leadership and direction to a team of 10
seasoned TrustOfficers and 5 Administrators managing 11 officers in 30 States. Developed an in-depth knowledge
of not for profit machinations and needs.
Key Accomplishments:
 Routinelyrecruited, trained and developed a successful Philanthropic TrustAdministration Group.
 Assume full fiduciaryresponsibilityfor 3300 accounts across the United States.
 Serve on the leadership team tasked with merging Bank ofAmerica, US Trust and Merrill Lynch
Platforms.
 Lead sales effortto deepen relationships as well as cross sell an arrayof banking and brokerage
products.
 Administer migration ofaccounts from various lines ofbusiness to Philanthropic Management.
 Responsible for implementing and executing all Risk and Compliance initiatives to avoid Corporate
loss and increase clientsatisfaction.
 Chair Regional DiscretionaryAction Committee and serve as a liaison to National Discretionary
Action Committee.
 Manage a portfolio with over $2.9 billion in assets and in excess of$300 million in revenue.
 Create programs to enhance retention,with the current rate at 97%.
 Perform all coaching,counseling and performance managementfor 15 direct reports.

2. Robert E. Pirri – robertpirri@outlook.com 2
ROBERT E. PIRRI, ESQ. June 2006 – Present
Attorney/Consultant
Key Accomplishments:
 Source, recruit and acquire institutional and individual clients in need of legal advice and related
consultation.
 Provide human resources management, recruitment and legal/regulatory services to
Colleges/Universities; Municipal School Systems in RI and MA; Private Healthcare Companies;
and small business owners.
 Estate Planning for high net worth and emerging affluent individuals.
 Assist business owners in MA regulatory compliance in financial services, manufacturing and
service industries.
 Consult with not for profits regarding investment strategy; State and Federal Compliance; Human
Resources Management; Spending Policy and Trustee/Board Governance.
PREMIER BANKING & INVESTMENTS September 2007 – June 2009
Client Manager
Key Accomplishments:
 Managed multiple functions within the group related to credit, deposit and investment sales.
 Managed a portfolio of $101 million.
 Provided tailored banking and investment solutions along with thoughtful guidance to address
clients’ financial challenges and opportunities.
 Implemented an exemplary service platform to ensure client satisfaction.
 Manage and sell credit and banking solutions to emerging affluent clientele that generated up to
$3 million in Assets Under Management.
 Successfully partner with various channels including investment, credit, retail and operations to
meet a complex and comprehensive range of client needs.
 Exceeded sales goals for deposit and investment products by 33%.
 Ranked #6 in Northeast Region out of 365 Client Managers; Ranked #1 in RI market for 4
quarters.
TRUST OFFICER – PRIVATE BANK-RHODE ISLAND August 2003 – September 2007
Key Accomplishments:
 Provided comprehensive investment, credit, financial and estate planning to wealthy market
clients throughout the Country.
 Maintain, retain and expand portfolio of approximately $240 million, with approximately $3 million
in recurring annual revenue.
 Meet and exceed (100%+) aggressive investment, deposit, credit and related service sales goals
(approximately $250,000 annually) while adhering to strict compliance and fiduciary guidelines.
 Maintain and expand relationships through the cadre of product offerings within the Corporation.
 Interact in virtual teams for partnerships and growth while cross selling within the business-line
offerings.
 Identify and maintain a network of centers of influence to expand the Bank of America brand in
the greater Rhode Island community.
 Participated in several employee action teams designed to improve processes, procedures and
overall associate experience.

3. Robert E. Pirri – robertpirri@outlook.com 3
FLEETBOSTON FINANCIAL GROUP, Boston, MA/Providence, RI February 2000 – August 2003
VICE PRESIDENT
PRIVATE CLIENTS GROUP TEAM LEADER
Key Accomplishments:
 Coached and managed a team of 7 Relationship Managers and Probate/Trust Officers as well as
matrix management of Relationship Administrators in 6 states.
 Responsible for retention of existing clients (retained 97% of portfolio annually) and new business
development toward a $1 million annual revenue goal, as well as comprehensive fiduciary issues.
 Directly responsible for a portfolio of 450 accounts ($3 million in revenue) focusing on financial
and estate planning as well as comprehensive sales of all banking products and services.
 Personal sales goal exceeded by 220% in 2001 and 110% of goal for 2002 and 2003.
 Responsible for maintaining fiduciary and customer service standards. Participated in divisional
reorganization and procedural excellence. Active member of RI Estate Planning Council.
HUMAN RESOURCES BUSINESS PARTNER May 1996 – February 2000
Key Accomplishments:
 Served as a generalist for multiple lines of business within Fleet Financial Group.
 Responded to all legal issues and inquiries.
 Interfaced with all levels of management on employee relations and legal issues encompassing
Title VII; FMLA; ADA; ADEA; FLSA; NLRA and ERISA.
 Dealt with all facets of recruitment, severance, compensation, benefits interpretation, new
employee orientation, and Affirmative Action/Equal Employment Opportunity Compliance.
J. BAKER, INC. April 1994 – May 1996
Employee Relations Manager
JOHNSON & WALES UNVIERSITY October 1990 – April 1994
Director of Student Human Resources
Additional Professional Experience:
Adjunct Faculty Member, Johnson & Wales University, Providence, RI August 2002 – December 2008
EDUCATION
Roger Williams University School of Law, Bristol RI, May 1997
Juris Doctor Degree, Admitted to Massachusetts Bar, June 1999
The Ohio State University, Columbus OH, May 1990
Masters of Arts (ABT), Awarded Graduate Teaching Fellowship
Stonehill College, North Easton, MA, May 1988
Bachelor of Arts, Graduated Cum Laude
LICENSES
FINRA Series 7 and 63 - Inactive
COMMUNITY INVOLVEMENT/LEADERSHIP
Board of Trustees – Mt. Hope Trust; Treasurer – RWU Law Alumni Association; Past Chairman – Team
Bank of America (multi-year Distinguished Team; Manage Board of 22); March of Dimes – RI Chapter

4. Robert E. Pirri – robertpirri@outlook.com 4
Past Chair of Board of Directors (National Small Chapter distinction; Manage a Board of 30); Board Chair
– Alumni Cluster Stonehill College Alumni Association; RI Children & Friend Services – Adopt-A-Family
Chair; Chair – Summer Food Drive – RI Community Foodbank; Justinian Law Society; RI Estate Planning
Council; OLMC “July 16” Committee Member; New Center For Legal Advocacy – Pro Bono Attorney
AWARDS
2005 - 2012 – United States President’s Award for Volunteerism; 2005 TBOA National Distinguished
Chapter and Outstanding Partnership Award; 2005 – Stonehill College Alumni Council Position