Danny Strickland Email and Phone Number

• Money Movement, Check Creation, Wires (Domestic/International), Distributions, Discretionary Preparations, Gifting of Securities, UPIA, IRA Distributions• Account Opening/Closing – Including Document Review• Trust Document Review • Tax Research• Notary• Document Research• Telephone Operations System• Verification/correction of data• Preparation of reports for Trust Officers and/or Clients• Creation of Presentations & Letters• Image/Uploading documents to FIRST imaging system • Reconcilement and resolution of item adjustments or errors • Knowledge of the bank and advanced knowledge of typing, data entry, calculator, bookkeeping• Manages team calendars• Record Retention/ Monitors open and closed files• Inventories current files on hand• Inventory of supplies/reordering• Knowledge of Word/Excel/PowerPoint• Organizes team functions for team building

• Verification/correction of data • Preparation of reports for managers or others in department• Creation and updating information from various sources• Reconcilement and resolution of item adjustments or errors • Answers questions of less experienced specialists and can resolve less complex issues before taking to a manager • Knowledge of the bank and advanced knowledge of typing, data entry, calculator, bookkeeping and general PC skills• Performs administrative duties including updating documents, memos, letters and forms• File documents in proper location• Record Retention/ Monitors closed files• Inventories current files on hand• Inventory of supplies/reordering• Creates forms, spreadsheets• Knowledge of Word/Excel

• Processing W8 and W9 tax reporting documents for customers• Ensures customers are in compliance within the Anti-Money Laundering Act and the Patriot Act• Monitors/maintains records for W8 and W9 forms, solicitation mailings, B & C notices, IRS penalty notices, backup withholding refunds, (Model Bank/California invalid TIN)

• Worked with the system tapes the bank uses to record and back up all work performed throughout the bank• Worked with silos, and all the other computer security issues within Bank of America• Ensured the bank had secure and accurate information stored• research for products, and produced reports, and assisted in the encryption process

• District Trainer• Used both a digital and 35 MM camera and then downloaded the photos into the Window’s photo program• Encouraged customers to purchase the best quality portfolio for their needs• Managed the studio in scheduling and banking

• Sought new opportunities in providing clients with the home of their dreams• Continual contact with all areas related to real estate• Connections with lending companies and the community

• Website Design• Created advertisements• Cold Calls• Door-to-Door Sales• Created Tracking Spreadsheets• Cleaned and maintained the client’s properties on a daily basis