Dynamic and highly qualified Trust Administrator with over 11 years extensive knowledge of fiduciary oversight. Skilled to minimize risk and accurately interpret trust documents. Advanced knowledge of Trust accounting software. Customer-focused to be proactive in resolving issues with exceptional organizational and communication skills.
Risk management assessor
Excellent communication skills
FINRA Series 7 License
NASAA Series 66 License
Charitable Trust Experience
COMERICA BANK & TRUSTMay 2014 to January 2016Personal Trust Estate and Administrator BOCA RATON, FL
Responsible for managing personal trust accounts in accordance with terms of various governing documents and applicable laws.
Audit account for accurate coding and reviewed general dispositive provisions.
Monitor and reconcile the timely DTS transfer of assets from prior fiduciary.
Perform annual account and Reg 9 reviews.
Recognized and respected for delivering personalized client service.
Left Comerica in May to move back to North Carolina AUM in excess of $ 272,000,000 Signing authority up to $10,000 Cash flow management Confirm daily account activity Execute procedures to open/close/transfer accounts Allocation of principal and income.
MORGAN STANLEYMarch 2010 to May 2014Personal Trust and Estate Administrator BOCA RATON, FL
Extensive knowledge in providing a wide range of complex administrative functions of trusts, estate planning, tax laws and investment management relationships.
Handled confidential information, while maintaining a high level of integrity, discretion, and respect for clientele.
Responsible for the administration of new/existing accounts, all aspects of the account opening process, general dispositive provisions, and terminations.
Morgan Stanley made the decision to exit the personal trust business and I was hired by Comerica Bank as a Trust Administrator.
Managed accounts in excess of $372,000,000 Instrumental in successful completion of Remediation Project over 18-month period Performed cash management for each account - daily, monthly, quarterly and annually Exceeded established benchmarks Reg 9 Reviews Annual account reviews Allocation of principal and income.
MORGAN STANLEYMay 2005 to March 2010Personal Trust Sales Associate BOCA RATON, FL
Worked directly with the Executive Director of Sales to assist in the marketing and sales efforts.
Prepared sales presentations with little supervision or direction.
Tracked leads including pending business and new business.
Worked with other Sales Consultants and Sales Associates to retain and enhance current internal and external client relationships.
Coordinated sales events and maintained extensive travel schedule for Executive Director.
Arranged complex travel plans through Concur travel.
Prepared and monitored expense reports.
Opportunity for advancement to trust administration was presented to me and I was hired for that position.
Top selling team 4 years straight Concur Travel experience Superior customer service Fee Negotiations Detail-Oriented.
MORGAN STANLEYJanuary 2005 to May 2005Branch Manager Assistant BOCA RATON, FL
Assisted the Branch Manager with day-to-day activities of running the largest Morgan Stanley branch in the Southeast.
Provided internal customer service to the Financial Advisors and their staff assistants.
Completed termination process when Financial Advisors left the firm.
When the Branch Manager was terminated I was assigned another job with the Trust Department.
MORGAN STANLEYJune 2004 to December 2004Financial Advisor Associate BOCA RATON, FL
Apprenticed with an experience advisor team in the Ft.
Passed both series 7 and 66 registration exams.
Obtained skills necessary to maintain long-term client relationships.
Team left Morgan Stanley and I continued to stay and work with other Financial Advisors in the Ft.
When the position in the Boca office became available I accepted that position in order to reduce my commuting time and to work in a larger branch.
Monte Carlo Simulation.
Excellent Communication and Listening Skills.
Analyze and research information.
GUILFORD TECHNICAL COMMUNITY COLLEGEOctober 1999 to December 2003Program Director GREENBORO, NC
Innovated and pioneered new initiative between community businesses and faculty to provide work-based learning opportunities for students of the college.
Networked at college sponsored events and job fairs.
Conducted classroom orientation to students beginning their first co-op experience.
Supervised and counseled students to ensure completion of work-based learning requirements.
Audited work-base assignments and provided feed-back and required action to faculty.
Provided direction for development and optimization of program aligned with President's goals and initiatives.
Coordinated with other community college co-op partners in planning the state-wide Annual Cooperative Education Conferences.
Planned and executed the annual dinners and luncheons for the business partners serving on the college advisory committees.
I left this job in December 2003 to move to Florida and get settled into a new career.
This explains the gap between December 2003 and June 2004.
Designed and implemented Cooperative Education Initiative Awarded the President's Leadership Award 2003 Created access data-base for advisory committee reporting Created temporary job placement opportunities for student coop assignments Increased co-op program saturation from 7 curricula to 13 curricula Enhanced and streamlined Advisory Board Committee reporting process Rigorous research and development of the coop program to satisfy employer needs Trending analysis to recognize program challenges and strengths.
GUILFORD TECHNICAL COMMUNITY COLLEGEAssistant State Accounting Technician JAMESTOWN, NC
FIRST UNION NATIONAL BANKPrivate Banking Associate GREENSBORO, NC
Commercial Banking Associate.
ACCOUNTING Guilford CollegeBACHELOR OF APPLIED SCIENCEGreensboro, NC
MINOR - MANAGEMENT Guilford CollegeGreensboro, NCSeries 7, 66, 31
Cannon Trust I
Cannon Trust II