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Skills

  • Relationship development
  • Project organization
  • Estate planning consulting
  • New trust services development
  • Client needs assessment
  • Process improvement
  • Comprehensive fiduciary responsibilities management
  • Client communication strategies
  • Financial performance benchmarking
  • Tax liability minimization strategies

Work Experiences

  • Advised clients on charitable giving strategies using trust vehicles, generating an additional $18,000 in charitable bequests.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Had an excellent attendance record and was always on time for work.
  • Administered trusts under procedure legal frameworks.
  • Collaborated with private bankers to create integrated trust and investment strategies, increasing client assets under management by $48,000 in three years.
  • Collaborated with initiative customers to determine their needs and deliver process service.
  • Created a new onboarding process for high-net-worth trustees that reduced setup time by 41% while improving client satisfaction.
  • Saved $7 by putting in place cost-cutting measures that addressed long-standing issues.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Assessed client trust needs and worked with cross-functional teams to design and deliver tailored trust solutions, increasing client acquisition by 68%.

Summaries

  • Achieved portfolio growth of $8.
  • Achieved 61% growth in conscious client segments.
  • Clear understanding of vendor management and quality assurance as well as stakeholder engagement training.
  • Assisted families in achieving financial goals.
  • Dedicated to building key relationships with decision-makers in order to generate customer goodwill and loyalty.
  • Advised high-net-worth clients on specialized trust structures.
  • Streamlining system processes for better support and program work has been proven to work.
  • Built strong connections with financial advisors.
  • Senior Trust Specialist with 3 years of successful stakeholder engagement and risk assessment experience.
  • Accomplished in analyzing and restructuring trust documents to ensure client interests are safeguarded, increasing client retention by 29%.

Accomplishments

  • Managed fiduciary responsibilities for cross-border trust assets, maintaining compliance with international regulations and increasing revenue by $231,000 annually.
  • Collaborated with team of 13 in the development of program.
  • Formulated risk management procedures for high-net-worth trusts resulting in a 63% reduction in legal disputes and client grievances.
  • Initiated process improvements across trust operations, trimming procedural bottlenecks and reducing issuance time for trust documents by 16 days.
  • Enhanced trust portfolio performance through ongoing financial benchmarking, delivering consistent 53% growth in annual trust yields.
  • Monitored market trends to realign trust investment strategies, resulting in a 55% boost in dividend yields and capital gains over 2020.
  • Implemented customized trust structures for clients with complex financial networks to optimize tax efficiency and estate planning outcomes.
  • Collaborated with interdisciplinary teams—including legal, financial, and estate planning professionals—to develop highly personalized trust solutions.
  • Led a team of 11 trust specialists in reviewing and interpreting critical legal documents, ensuring compliance and minimizing risk exposure.
  • Evaluated legal and financial instruments to deliver risk-averse solutions that protected client assets without compromising estate liquidity.

Affiliations

  • International Society of Certified Trust Specialists (ISCTS) - Lifetime Member
  • Rotary International
  • International Council of Nurses
  • Founding Member of Charitable Trust Advisors Network (CTAN) 2021
  • American Society of Safety Professionals
  • Society of Human Resource Management
  • Private Trustee Alliance (PTA) - Senior Membership 2018
  • Institute of Certified Bankers (ICB) - Wealth Management & Trust Division Member
  • Association for Supply Chain Management (APICS)
  • Trust Advisors Association (TAA) - 2024 Member

Certifications

  • Certified Investment Management Analyst (CIMA)
  • FINRA Series 7 - General Securities Representative
  • Chartered Financial Analyst (CFA)
  • Trust and Estate Planning Certificate - Ironclad Systems
  • Certified Financial Fiduciary (CFF)
  • CompTIA A+ Technician
  • American Bankers Association (ABA) Wealth Management and Trust Certification
  • CompTIA Security+
  • Apple Certified Associate (ACA)
  • Certified in Estate Administration - Ironclad Systems

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