Senior manager with broad experience in the field of trust and asset management . Direct experience managing administration and sales teams responsible for all types of client relationships, including: personal trust and asset management, institutional asset management and custody, retirement plans, real estate and minerals management, as well as securities lending. Additional experience in fiduciary oversight/governance, budgeting and strategic planning, trust operations management and project management.
Listed skills include Banking, Risk Management, Management, Investments, and 19 others.