Oil & Gas Segment, Real Estate and Farm & Ranch Segment, Closely Held Business Segment
Nonprofit Charitable Account Administration, Grantor Retained Annuity Trust Administration, Special Needs Court Appointed Trust & Guardianship(?) Administration, Guardianship Administration, Irrevocable Life Insurance Trust Administration, and Grantor Retained Annuity Trust Administration
Established GRAT Team
Partial business segment outsourcing
Trust accounting system conversion and post-conversion business model changes/ stabilization, building relationships with the DE ops team to assist them in understanding the key elements of the non-profit business
Business specific technology enhancements
Single IRA Future State Model for PM/PWM
Re-org of NCAA client service by charitable classification, client segments, and size
Centralized support migration of Special Needs client support and risk management
Establishment of more focused new business acceptance parameters, including minimum size and enhanced regulatory risk management focused components
New fee schedules
Offhsoring for NCAA and ILIT
Servicing support migration for PB ILITS and TX Philanthropic Services accounts
Technology Implementation - Microedge Gifts, Planned Giving Administration transition to PGCalc, Pooled Fund allocation accounting from OMNIPlus to FTP, Partial "fix' of ILITWeb to facilitate further offshoring
Expansion of J2E Culture - both activities and behaviors.
MI/ OH Community Trust Market Manager; Personal Trust Product Development & Management; Client Service Business Initiatives; Senior Project Manager; Financial Systems Development, CFO for Ohio Trust
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