Experience

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  New england life insurance company

  Jan 1987 - Jan 1991

  Chartered life underwriter
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  Cowlitz bank trust department

  Jan 2004 - Jan 2010

  • SVP, Trust Department Manager

    May 2004 - Jan 2010

  • SVP, Trust Department Manager

    Jan 2004 - Jan 2010
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  Heritage bank nw

  Aug 2010 - Apr 2014

  Svp, senior trust officer

  Heritage Bank acquired Cowlitz Bank in July 2010, I continued to serve as the department's manager and then Senior Trust Officer responsible for business development and trust administration in Oregon.

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  Looking for opportunities in finance, banking, consulting, and business development

  Apr 2014 - Jun 2014

  Planning, trust administration, and business development
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  Portland fiduciary services

  May 2014 - now

  Principal

  Trust professional providing client guidance on investment policy, portfolio implementation, Hidden Levers portfolio stress testing, wealth transfer strategies, charitable efforts, real estate activities, family governance, and heritage and legacy planning.Serving Oregon and SW Washington