Experience

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  Western national trust company/ zions national bank

  Jan 2000 - Jan 2005

  Sr. trust officer and vice president

  Administered approximately 110 complex fiduciary accountsMarket Value of book is $98,000,000+ with annual fees of $420,000+Continually reviewed accounts for risk managementPrepared and approved Discretionary Requests that were within my level of authority. Reviewed daily cash management activities within my accounts.Networked with local branches, accountants, and attorneys to develop new business and additions to existing accountsServed on Trust Company Compliance Committee and worked with committee members to write new Compliance Manual. In charge of Compliance for the stateTrained Junior Officers to manage trust accounts Show less

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  Bmo financial group

  Jul 2006 - Apr 2015

  Sr. trust administrator and avp

  • Worked closely with the litigation team to address complex issues within trust accounts. • Carefully reviewed trust documentation; identified areas of vulnerability and determined solutions to lower risk.• Chaired the New Trust Business committee; reviewed all submissions for completeness and consulted with officers as needed to ensure compliance with bank standards.• Served as a member of the national discretionary oversight committee.• Was selected to chair the national committee that reviewed account closings due to the death of the client. • Consulted with clients to assess their needs and determine the optimal financial solution.• Reviewed daily work produced by the Chicago office. Show less

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  Ameriprise national trust bank

  Feb 2016 - Mar 2019

  Vice president and trust officer

  • Meets with Clients and Financial Advisors on an as needed basis• Member of TASC (New Business and Discretionary Committee)• On Administration/Operations Small Group which creates and streamlines process of two teams• Administers 240 Complex Trust accounts• Carefully reviewed trust documentation; identified areas of vulnerability and determined solutions to lower risk.• Mentors Junior Trust Officer

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  U.s. bank

  Mar 2019 - now

  • Vice President & Trust Officer

    Mar 2019 - now

  • Trust Officer

    Mar 2019 - now