Joseph Nienaber

Experience

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  W.W. Norton & Company

  Jan 2006 - Jan 2009

  College Sales Representative

  Analyzed market data for the Carolinas university territory, identified opportunities for new-title adoptions, set sales targets, and closed sales in million-dollar publishing-sales territory for educational & general-interest publisher.Developed client relationships, provided customer service to college-textbook adopters, and updated marketing information.Developed strategies for promoting new educational titles, composed presentations, and presented at sales conferences.Increased revenue in territory by 15% from 2007 to 2009. Show less

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  University of North Carolina School of Law

  Aug 2012 - May 2013

  UNC Law Civil Law Clinic

  Worked as a third-year law student to represent clinic clients in matters of landlord/tenant disputes and North Carolina educational law.

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  New Jersey Courts

  Aug 2013 - Aug 2014

  Judicial Law Clerk

  Served as trial-level judicial law clerk to the Honorable John A. Peterson and Frank A. Buczynski, Chancery Division, Superior Court of New Jersey.Researched New Jersey law, wrote legal memoranda, and drafted opinions on matters including but not limited to trusts & estates, contested land title, chancery actions, and foreclosure.Acted as a court-appointed mediator for Landlord/Tenant and Small-Claims Courts, mediated between adverse parties, proposed solutions, and drafted resolutions to claims. Show less

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  Maselli Warren, P.C.

  Oct 2014 - Feb 2015

  Associate Attorney

  Represented commercial entities, institutional lenders, and individuals in general-litigation matters, including landlord/tenant defense, contested estates, and collection actions.Represented commercial entities and individuals in real estate transactions, including drafting contracts for sale, reviewing provisions of sale, and assisting in negotiations.

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  Contract Attorney

  Feb 2015 - Apr 2015

  Contract Attorney

  Performed legal functions on contractual basis, including document review and collaborating with firms on litigation. Partnered with attorneys on preparing insurance packages, reviewing appraisals, and assembling documents in support of storm-damage claims.

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  Bank of America Merrill Lynch

  Apr 2015 - Apr 2018

  Trust & Estate Associate

  Partnered with trust specialist teams operating in Los Angeles, Pacific Northwest, Mountain West, Midwest, and Northeast Merrill Lynch markets to onboard new trust business.Collaborated with internal trust specialists to review the trust company's appointments in trusts and testamentary documents, prepared new-business packages in partnership with US Trust officers, and interfaced with Merrill Lynch financial advisors and clients to provide regular communication of business updates on behalf of my trust teams.Prepared internal documents for client execution, directly communicated with clients and advisors on bank requirements for entering into new trust-business relationships, and represented trust teams to US Trust offices in on-boarding new client accounts. Show less

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  Bank of America

  Apr 2018 - Sept 2020

  AVP, Internal Trust Specialist

  Partner with field-based trust specialists in the Pacific Northwest, New York City, Midwest, and Southeast in providing a consultative sales approach to Merrill Lynch financial advisors and fiduciary services to existing and prospective clients. Was honored to be on Team of the Year 2019 and two of six top-performing teams for year.Collaborate with financial advisors, trust specialists, attorneys, and internal partners to successfully identify, qualify, sell, and onboard new trust business with Bank of America. Educate Merrill Lynch advisors on wealth-transfer techniques, administration requirements of trusts, and suitability of investments for corporate fiduciary accounts.Present prospective clients with appropriate trust tools as potential wealth-planning solutions for consideration with their attorney and tax professionals. Proactively contact financial advisors with prospective clients for trust services, conduct book reviews, and identify and discuss fiduciary opportunities. Show less

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  Bank of America Merrill Lynch

  Sept 2020 - Apr 2024

  VP, Wealth Strategies Specialist at Bank of America Merrill Lynch
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  TIAA

  Apr 2024 - now

  Director, Wealth Planning Strategist