Seasoned Financial Services professional searching for a new Trust Officer position, Product Manager position, or transitioning into Portfolio Management.
• Ability to translate complex ideas into simple, practicable forms and a communication style that creates trust with clients. Adept at ...
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Seasoned Financial Services professional searching for a new Trust Officer position, Product Manager position, or transitioning into Portfolio Management.
• Ability to translate complex ideas into simple, practicable forms and a communication style that creates trust with clients. Adept at financial analysis, managing multiple responsibilities, and providing timely follow-through with clients (both internal and external).
• Trust Officer. Relationship Manager and Fiduciary for families, foundations, and business retirement plans. SEI trust 3000, SunGard AddVantage. Administered trust accounts with a market value of $118 million and annual fee income of $660,000. Assisted Portfolio Managers.
• Product Manager. Retirement Plan Marketing at Edward Jones. Responsible for drafting communications to the field. Modified existing calculation tool to increase rollover sales. Development team for a new owner-only Defined Benefit pension plan. Proven ability to communicate and interface effectively with senior leaders/principals/FAs.
• Securities Operations at WFA. Project Manager for pilot program. Successfully led the transition of a new process between departments. SMA Models Trading, Reconciliation, and Portfolio Implementation. using Fiserv, APL, and Thompson Smart Station (BETA). Estate Processing. UAT testing using ALM / Quality Center.
• MBA (Specialization in Investments). Paralegal Certificate. Series 7 (Dec. 2017).
BS Finance (Specialization in Investments).
• Sold Life Insurance, Disability Income, and Investments for Northwestern Mutual Life
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