High-performing Bank Executive offering 28 years' experience overseeing high-value customers and bank programs. Skilled Trust Operations Vice-President with 29 years in banking, progressing through positions of increasing responsibility and establishing continuous record of success. Leader with demonstrated success leading financial systems and programs. Knowledgeable about regulatory requirements and successful strategies for maintaining optimal controls. Well-organized, proactive and adaptable to dynamic conditions. Steadfastly managed multimillion-dollar Trust department income. Excellent reporting, record keeping and relationship-building abilities. Consistently met bank and customer service standards.
Attention to detail
Overall scope: Responsible for maintaining and balancing detailed financial records for 10,000 trust accounts with high net worth.
Professional development completed through
American Institute of Banking Classes:
Texas Trust School I at Southern Methodist University, Dallas
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