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6-10 years of experience
Obtained Personal Trust and Financial Advisor (CTFA) designation after completion of Cannon Trust School, as well as completed Personal Trust Graduate School.
- Managed client relationships and administered personal trust book of business, consisting of 107 accounts generating $200,000+ in annual fees and total assets of $26 million.
- Prospect and build relationships with internal and external centers of influence to achieve new business.
- Ensured accounts are in compliance with the trust legal documents and with company policies and procedures.
- Provided oversight and guidance to the administrative support staff.
- Assisted the investment review committee chair in organizing and leading the annual review process of all accounts and monitoring all follow-up items, as well as preparing the meeting minutes.
- Coordinated special projects and monitored their completion for the manager, as well as business development events.
- Prepared financial and sales reports for the manager as needed.
6-10 years of experience
Responsible for physical securities processing area included trade physical settlement of all incoming and outgoing securities.
- Managed the Reorganization Desk included bond call, maturities, stock mergers, cash mergers and tender offers.
- Directed the transfer/re-registration unit of equities, private placements rule 144A, and other restricted securities. Worked with compliance and legal business units on restricted securities under the securities act of 1933.
- Represented Northern Trust at meetings with the depository custody service.
- Maintained high level customer service and support to both external customers and internal partners.
- Reconciled bank books against Depository Trust.
- Ensured compliance and adherence to regulatory for clients and company.
- Reorganized and established new departmental procedures resulting in a new streamlined process.
10+ years of experience
Directed and managed day-to-day bank trust operations for the Northeast Indiana region of a privately-held Indiana chartered bank with $800 million in assets. Strategically developed and managed investment portfolios for trust clients having combined trust assets of $500 million. Implement marketing strategies and endeavors for new business procurement. Registered principal and managed state-wide brokerage operations, a Raymond James affiliate, while providing comprehensive investment advisory services and financial planning services for bank and trust clients. Personal assets under management: $110 million.
- Developed strategic client acquisition marketing plan by offering comprehensive financial planning and estate planning services which resulted in 15% trust asset growth.
- Developed statewide COI (centers of influence) platform to enhance on-going referral relationship with estate planning attorneys and CPAs via educational seminars (“Salin at Seven”), contributory newsletters, luncheons, and social events.
- Provided advisory and technical support to non-for-profit and the philanthropic community by providing education to donors and charities regarding charitable gift annuities, charitable remainder trusts, and other estate planning strategies to enhance charitable donations.
- Senior Member of Salin Advisory Investment Review Committee involving trust issue resolution, strategic investment direction, and long-term planning.
- Formed a community education program for high school-aged youth exploring a wide range of basic financial planning and investment topics conducted in Salin Bank branches (Fort Wayne only).
- Developed interdisciplinary business development program encompassing trust, retail, and commercial lending officers to explore business opportunities.
10+ years of experience
Direct and manage day-to-day bank trust operations for the Northeast Indiana region of a privately-held Indiana chartered bank with $800 million in assets. Strategically developed and managed investment portfolios for trust clients having combined trust assets of $500 million. Implemented marketing strategies and endeavors for new business procurement. Registered FINRA Principal and managed state-wide brokerage operations, a Raymond James affiliate, while providing comprehensive investment advisory services and financial planning services for bank and trust clients. Personal assets under management: $110 million.
- Developed strategic client acquisition marketing plan by offering comprehensive financial planning and estate planning services which resulted in 15% trust asset growth.
- Developed statewide COI (centers of influence) platform to enhance on-going referral relationship with estate planning attorneys and CPAs via educational seminars (“Salin at Seven”), contributory newsletters, luncheons, and social events.
- Provided advisory and technical support to non-for-profit and the philanthropic community by providing education to donors and charities regarding charitable gift annuities, charitable remainder trusts, and other estate planning strategies to enhance charitable donations.
- Senior Member of Salin Advisory Investment Review Committee involving trust issue resolution, strategic investment direction, and long-term planning.
- Formed a community education program for high school-aged youth exploring a wide range of basic financial planning and investment topics conducted in Salin Bank branches (Fort Wayne only).
- Developed interdisciplinary business development program encompassing trust, retail, and commercial lending officers to explore business opportunities.
0-5 years of experience
Open all new client charitable gift accounts plus any required corresponding brokerage accounts and manage the transfer of assets between accounts.
- Responsible for the accounting and management of all cash contributions ranging for $10M to $1MM.
- Process all client correspondence, ensure compliance with trust documentation and ensure timely, posting, management and accurate reporting of all transactions.
- Management responsibility for the timely and accurate issuance of over 5,000 Client and Brokerage quarterly statements and any follow-up conversations or correspondence.
10+ years of experience
Manage over 250 Trust, Estate, Custodial, Investment Management and IRA accounts in excess of $350 million representing approximately $1.8 million in fees. In 2012 retained $110,000 in fees from existing clients.
- Communicate effectively with clients, financial advisors, investment managers, sales team and attorneys on all trust and estate matters.
- Assess client’s overall investment, financial, estate, and tax planning needs to assist in achieving specific trust and estate objectives
- Evaluate discretionary requests in accordance with terms of the governing document
- Interpret and implement legal terms of trust instruments, court orders and other trust related legal agreements.
- Identify new business opportunities to meet sales goals
- Hire, train and supervise administrative staff
- Review, initiate, and report account activity in compliance with legal requirements and internal procedures.
- Member of the Trust Advisory Committee for Discretionary Accounts
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Trust Officer
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
