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Skills

  • First Aid/CPR
  • Portfolio Management
  • Cross-departmental collaboration
  • Data analysis and reporting
  • Organization
  • Financial statement review
  • Dispute resolution
  • Estate planning
  • Budgets
  • Financial advisory

Work Experiences

  • Assisted executors and personal representatives in managing deceased estates, ensuring compliance with probate court and timely asset disbursement.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Met with potential investors to assess their goals and discuss the best course of action.
  • Achieved 21% improvement in response times.
  • Conducted audits in Phoenix.
  • Coordinated dissolution procedures.
  • Boosted team efficiency.
  • Advised clients on tax implications of trust structures, reducing potential liabilities by $7.
  • Achieved 49% accuracy in record-keeping.
  • Acted as the key contact for trustees.

Summaries

  • Advanced knowledge in trust asset management.
  • Adept at managing trust tax compliance.
  • Administered and executed 14 high-value trusts.
  • Closed high-value trust accounts.
  • Collaborative team leader responsible for seamless administration and execution of 16 high-value trusts, reinforcing legal, financial, and client trust goals.
  • Advanced knowledge in trust asset management, efficiently administering portfolios of over 12 clients while ensuring risk mitigation and regulatory compliance.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Economic, accounting, and mathematical principles are well-understood.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Adept at resolving disputes among beneficiaries.

Accomplishments

  • Led trust termination process for 4 irrevocable trusts, ensuring compliance with legal and beneficiary requirements.
  • Developed personalized trust plans for high-net-worth individuals, securing over $18 in long-term family wealth preservation.
  • Led efforts in restructuring 17 complex trust portfolios, generating tax efficiencies and minimizing trust fund erosion.
  • Implemented advanced tax-saving strategies during the administration of trust accounts, resulting in annual savings of $14 for clients.
  • Directed wealth transfer strategies for 10 high-net-worth clients, resulting in 37% reduction in estate tax liabilities.
  • Reviewed and updated trust documents in collaboration with tax and legal advisors, ensuring compliance with ever-evolving regulations and estate planning laws.
  • Monitored and ensured compliance with state and federal regulations during trust dissolution procedures, reducing potential legal risks by 76%.
  • Managed trust accounts for clients with assets valued over 8, implementing wealth transfer strategies that increased projected legacy by 54%.
  • Revised trust documents and coordinated with legal teams to ensure essential estate laws were adhered to, leading to 63% reduction in legal disputes.
  • Worked on fiduciary reporting, ensuring detailed and accurate trust accounting for compliance audits, reducing errors by 25%.

Affiliations

  • American Society of Safety Professionals
  • American College of Trust and Estate Counsel
  • Society of Financial Service Professionals (FSP)
  • American Medical Informatics Association
  • Freemason
  • National Association of Personal Financial Advisors (NAPFA) – Fiduciary Obligation Standards
  • Society of Trust and Estate Practitioners (STEP)
  • Bank Secrecy Act/Anti-Money Laundering Certification (BSA/AML Certification)
  • American Association of Attorney-Certified Trust Advisors (AACTA)
  • Trust Advisors Forum (TAF)

Certifications

  • Salesforce
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Business Analysis Professional (CBAP)
  • Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • ServSafe
  • Certified Estate and Trust Specialist (CES)
  • Wealth Management Specialist (WMS)
  • Certified Public Accountant
  • Fundamentals of Trust Accounting Certificate from Brightline
  • First Aid/CPR Certified

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