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Skills

  • Client Onboarding Optimization
  • Legal document review and interpretation
  • Team management
  • Structured family trust design
  • Business development for trust services
  • Referral business growth development
  • Business operations
  • Financial Systems Integration
  • Organization
  • Operational improvement

Work Experiences

  • Analyzed transactional histories.
  • Collaborated with legal teams to design and implement structured family trusts that aligned with clients’ long-term financial goals.
  • Created integrated trust and investment strategies.
  • Achieved results in under two years.
  • Authored CPA educational programs.
  • Looked for industry trends on social media and through online sources.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Advised clients on estate planning and trust structuring, directly leading to a 36% increase in new trust accounts in 2023.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Had an excellent attendance record and was always on time for work.

Summaries

  • Achieved 61% growth in conscious client segments.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Achieved 17 years of incident-free service.
  • Achieved results through team leadership.
  • Dedicated to building key relationships with decision-makers in order to generate customer goodwill and loyalty.
  • Achieved portfolio growth of $8.
  • Achieved 48% growth in socially-conscious client investments.
  • Within Miscellaneous, senior Senior Trust Specialist and outstanding performer in client relations and project management.
  • Avoided legal repercussions.
  • Senior Trust Specialist with 3 years of successful stakeholder engagement and risk assessment experience.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Created an innovative client onboarding workflow for high-net-worth trustees, reducing setup time by 41% and generating a 32% boost in satisfaction scores.
  • 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.
  • Designed investment strategies for family trusts, achieving consistent above-market returns of 30% annually without breaching risk tolerance levels.
  • Monitored market trends to realign trust investment strategies, resulting in a 55% boost in dividend yields and capital gains over 2020.
  • Developed and delivered a Lean training program for junior trust officers, improving team knowledge by 55% and enhancing client servicing standards.
  • Collaboratively established succession plans for trusts, ensuring seamless transfer of assets across generations and improving client retention by 40%.
  • Executed trust-related transaction analysis for high-net-worth individuals, ensuring accurate reporting and boosting compliance efficiency by 48%.
  • Managed trustee team operations, improving trust fund administration accuracy by 48% and decreasing processing backlogs.

Affiliations

  • Founding Member of Charitable Trust Advisors Network (CTAN) 2021
  • American Marketing Association
  • National Academy of Elder Law Attorneys (NAELA) - Estate and Trust Legal Expert
  • Wealth Management Forum 2015 - Regular Attendee and Presenter on Trust Vehicles
  • Freemason
  • Trust Finance Association - Board Member 2022
  • ABA National Graduate Trust School Alumni
  • Association of Information Technology Professionals
  • Institute of Certified Bankers (ICB) - Wealth Management & Trust Division Member
  • Society of Trust and Estate Practitioners (STEP) - Accredited 2023

Certifications

  • CompTIA A+ Technician
  • First Aid/CPR Certified
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Project Management Professional (PMP)
  • Certified Trust and Fiduciary Advisor (CTFA) – Meridian
  • Certified Financial Planner (CFP)
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Public Accountant
  • FINRA Series 7 - General Securities Representative
  • CompTIA Network+

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