Davide Ruocco

Experience

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  Itasca Bank & Trust Co.

  Jan 1997 - Jan 2002

  Trust Administrator, AVP

  I joined Itasca as an HR assistant then was promoted to AVP / Trust Officer after just one year. Here, I supervised two land trust assistants and engaged in personal trust account administration, including trust document reviews and asset allocation. I also worked with clients and attorneys on estate planning matters, and served as point person for the departments technology solutions.✔ Developed and executed Itasca’s first-ever full land trust audit. Audited 900+ client files, completing the audit within nine months and paving the way for a major computer upgrade based on assurance of file accuracy.✔ Streamlined the audit function, reducing audit times from 4-6 days down to two. Show less

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  Davide Ruocco, Attorney

  Jan 2002 - now

  Estate Planner / Attorney

  I run a law practice focused on estate planning and contract negotiation. ✔ Partner with financial advisors regarding disposition of clients' assets, evaluate clients' long-term financial needs, and draft wills, testamentary trusts, revocable living trusts and powers of attorney.

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  Rider Ventures LLC

  Jan 2013 - now

  Founder / Lead Rental Support Specialist

  Based on my successes with Total Rider Tech (see Projects), I expanded my involvement in the motorcycle training sector, starting Rider Ventures as a sole proprietor and third-party contractor for Harley-Davidson Motor Co. I supervise one support specialist and indirectly oversee 30+ consultants who provide network quality consulting, field visits and training services to H-D rental dealers.✔ Developed a comprehensive quality assurance program to better serve the dealer network, and authored the first-ever training and reference manual for QA staff. Show less