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Skills

  • Process improvement
  • Financial product strategy presentation
  • Financial needs analysis for beneficiaries
  • High-net-worth client engagement
  • Investment solutions customization
  • Conflict resolution during litigation
  • Investment product growth (SAP)
  • Communications
  • Problem resolution
  • Trading operation management

Work Experiences

  • Oversaw the delivery of system project by metric team, which resulted in initiative.
  • Aligned distributions with long-term financial goals.
  • Administered over 13 trust portfolios with a focus on wealth preservation strategies, achieving an average portfolio growth of 19% year-over-year.
  • Collaborated closely with investment advisors to design tailored financial solutions, resulting in a 41% growth in QuickBooks investments over 2022.
  • Adjusted investment strategies for discretionary trust accounts.
  • Delivered monthly analyses of trust fund performance to senior management, resulting in improved decision-making and a $14 investment increase.
  • Delivered training to all account managers.
  • Collaborated with internal tax teams.
  • Coordinated trust account setup for large-scale estates, reducing manual errors by 63% through implementation of new documentation practices.
  • Achieved 85% growth in ServiceNow investments.

Summaries

  • Accomplished Trust Associate with proven ability to lead portfolio optimizations and asset reallocations, contributing to consistent exceeding of performance goals year over year.
  • Economic, accounting, and mathematical principles are well-understood.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the initiative business.
  • Boosted client engagement metrics by 47%.
  • Costs were consistently reduced while profits were increased.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Aligned solutions with long-term strategic objectives.
  • Adopted improved documentation practices.
  • Financial professional with experience managing investment strategies for funds with assets exceeding $11.
  • Automated repetitive workflows for improved efficiency.

Accomplishments

  • Improved client engagement by revamping the trust reporting process, reducing response time to inquiries by 41%, leading to increased satisfaction.
  • Built a robust framework for handling complex trust legalities and tax compliance, ensuring full adherence to fiduciary responsibilities.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Resolved product issue through consumer testing.
  • Directed weekly trust account reviews and facilitated strategy discussions, leading to a 84% performance surplus by the end of 2021.
  • Started a financial wellness program for trust clients that increased engagement by 61% and delivered more personalized services.
  • Created new strategies for handling complex trusts involving international investments, improving overall portfolio clarity and tax efficiency.
  • Main point of contact for trust audits that resulted in 6 consecutive compliance reports with zero findings.
  • Managed investment product selection for over 8 trusts, optimizing portfolios for long-term growth while minimizing risk.
  • Assisted with structuring estate planning solutions for high-net-worth clients, yielding a 32% improvement in client retention rate.

Affiliations

  • Risk Management Association (RMA)
  • International Wealth Management Association (IWMA)
  • Trust Education Foundation (TEF)
  • American Bankers Association (ABA) – Trust Management Division
  • American Marketing Association
  • Chartered Financial Analyst (CFA) Institute
  • Association of Information Technology Professionals
  • American Institute of Certified Public Accountants (AICPA), Personal Financial Planning
  • Society of Women Engineers
  • Lions Club

Certifications

  • Certified Investment Management Analyst (CIMA)
  • Certified Business Analysis Professional (CBAP)
  • CompTIA Security+
  • Certified Trust Auditor (CTA) by Fiduciary Education Center
  • Certified Trust and Fiduciary Advisor (CTFA) by American Bankers Association
  • International Estate and Trust Professional (IETP) by Wealth Management Certification Institute
  • Chartered Financial Consultant (ChFC) by The American College of Financial Services
  • Apple Certified Associate (ACA)
  • CompTIA Network+
  • Certificate in Fiduciary Management by process

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