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Senior Vice President & Chief Fiduciary Officer Resume Example

Resume Score: 70%

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SENIOR VICE PRESIDENT & CHIEF FIDUCIARY OFFICER
Executive Profile

Chief Fiduciary Officer of Wealth Management Services with demonstrated success in providing leadership to a fiduciary team and team of 28 client advisors to promote, administrative compliance, customer services and sales. Expertise in providing high net worth clients with wealth strategies for trust, investment, estate planning, gifting strategies,financial and retirement planning and income tax related issues. Extensive knowledge of multi- state fiduciary statues. Extensive probate and estate settlement experience. Experience with the administration of various types of trusts, personal & institutional agency and custody account relationships with special expertise in the charitable trust and endowment administration areas. Risk Management oversight and accountability for regulatory compliance and favorable examinations for personal trust administration with extensive experience and accountability of regulatory examinations. Proven ability to work with internal and external partners to address client/prospects needs and goals. Outstanding presentation, communication and cross-cultural team management skills. High-energy, results-oriented leader with an entrepreneurial attitude.


Skill Highlights

  • Risk Management Skills
  • Trust Administration Expertise
  • Probate Administration
  • Account Management of High Net Worth Clients
  • New Business Development
  • Estate and Financial Planning
  • Product development and delivery
  • Development & Drafting of Policies & Procedures
  • Regulatory, Compliance and Audit Experience
  • Vendor Negotiations
  • Quality Control Testing
  • Staff Motivation and Development
  • Training & Development
Core Accomplishments

  • Launched well-received programs of professional development and training courses for staff.
  • Developed and implemented automated administrative review process and platform.
  • Developed quality control testing program to ensure compliance and accuracy of account administration.
  • Created infrastructure for Risk Management program.
  • Mentored and coached employees resulting in increase in productivity.
  • Received Strong regulatory ratings in areas under oversight, personal trust administration, special assets and individual retirement account administration.
  • Successfully Outsourced ILIT administration to Third Party Administrator improving revenue streams and billing collection.

Professional Experience
Senior Vice President & Chief Fiduciary Officer02/2009 to CurrentFirstMerit Bank NAAkron, OH

Built a fiduciary team to support client advisors with document review and regulatory compliance. Developed fiduciary policies and procedures. Strengthened regulatory ratings by building a Risk Management Program including implementing, testing and rolling out a paperless Automated Administrative Review Account Platform.Received the highest regulatory ratings for areas of oversight. Provide on-going compliance support and guidance to Wealth Management Services personnel including Personal Trust Administration, Charitable & Endowment Group, Individual Retirement Accounts and Personal & Institutional Agency & Custody Accounts. Implemented standardization of all aspects of account administration throughout footprint. Key member of integration team for two acquisitions.

Vice President & Wealth Team Leader10/2008 to 01/2009FirstMerit Bank NACanton, OH

Directed wealth management team accountable for building sales and developing cross selling skills of a multi discipline staff of professionals including trust advisor's, retirement plan specialists and private bankers to enhance revenue and deepen overall customer relationships and customer satisfaction. Management of a high net worth account portfolio of all types of trusts, foundations, investment management and custody accounts for personal and institutional investors. Achieved sales goals for team.


Vice President & Client Advisor10/1997 to 01/2009FirstMerit Bank NAAkron, Ohio

Responsible for the administration of various types of personal trusts, personal and institutional agency accounts,personal and institutional custody, individual retirement accounts, charitable trusts and foundations of high net worth clients. Accountable for account retention and customer satisfaction. Created new revenue streams through new business efforts. Exceeded sales goals consistently year over year. Oversaw tax preparation and processing. Strengthened reputation with legal community.

Vice President & Personal Trust Manager02/1990 to 10/1997United National Bank & Trust Co.Canton, Ohio

Responsible and accountable for all aspects of the Personal Trust Division of a Trust Department including administration, customer satisfaction, sales and risk management of a team of trust officers. Responsible for the oversight of all Fiduciary Income Tax Reporting and Tax processing. Generated new business through weekly sales training, seminars and ongoing training in branch system to identify leads and opportunities. Worked with local law firms and accounting firms to develop a newtwork of referrals.

Vice President & Trust Tax Officer01/1982 to 10/1997KeyBank Canton, Ohio

Responsible for the preparation of various types of fiduciary income tax returns for trusts, private and public foundations, including the preparation of all federal and Ohio estate tax returns for trust department. Coordinated all Internal Revenue Service and Estate Tax audits and regulatory examinations. Administered a large book of high profile private foundations with grant writing capabilities. Also responsible for the administration of Bond Indentures. Created new revenue streams by cross selling Bank's services to various Foundation board members and donors.

Education
Bachelor of Science: Business Administration Malone University1990North Canton, Ohio, USA

Minor in Marketing

Graduated Summa Cum Laude

Certified Trust Advisor Designation Cannon Financial Institute

Member of the American Banker's Association

Member of FIRMA


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Resume Overview

Companies Worked For:

  • FirstMerit Bank NA
  • United National Bank & Trust Co.
  • KeyBank

Job Titles Held:

  • Senior Vice President & Chief Fiduciary Officer
  • Vice President & Wealth Team Leader
  • Vice President & Client Advisor
  • Vice President & Personal Trust Manager
  • Vice President & Trust Tax Officer

Degrees

  • Bachelor of Science : Business Administration Malone University 1990

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