Ethan Stewart Email & Phone Number

Philadelphia, Pennsylvania, United States

Philadelphia, Pennsylvania

- Responsible for administering, terminating, and distributing moderately complex accounts of all types, such as Irrevocable Trusts, Revocable Trusts and IMAs, with a combined market value of $500 million.- Managed, maintained, and administered over 700 client relationships and accounts as an additional point of contact for clients in partnership with an assigned relationship manager.- Maintained contact with clients and beneficiaries to deliver agreed upon services, address customer inquiries and resolve servicing issues.- Interpreted trust documents and client account agreements. Provided recommendations for discretionary distribution request approvals or denials to management. - Adhered to compliance and operational risk controls in accordance with Bank and regulatory standards, policies and procedures.

Buies Creek, North Carolina

- Planned and assisted in the coordination of the continuing education programs offered by the Trust Education Foundation. - Developed online placement bulletins for the trust business administration programs. - Attended classes and workshops that were designed to educate Trust professionals in new methods and techniques.- Assisted the director with setting up and planning Trust & Wealth Management educational and networking events.

Philadelphia, Pennsylvania

- Interfaced with account lawyers and family members to generate additional information for timely account closures.- Assisted stakeholders in the administration, termination, and distribution of moderately complex accounts worth $5M+ including Irrevocable Trusts, IRAs and Revocable Trusts.-Maximized workflow by timely scheduling/assisting in trust fund distribution to clients and beneficiaries.-Ensured customer satisfaction and retention by tracking communications and timely offering proactive resolution ideas while driving actionable responses to questions, concerns, or challenges.

Greensboro/Winston-Salem, North Carolina Area

- Oversaw a $50 million+ portfolio of closely held businesses, partnerships, real estate and alternative assets.- Conducted annual analysis of 40+ companies by applying standard business valuation and financial analysis techniques.-Represented client assets in a transactional setting.

Master Of Business Administration (M.B.A.), Business Administration And Management, Cum Laude

Bachelor’S Degree, Trust & Wealth Management, Minor In Financial Planning & Spanish, Cum Laude

Activities and Societies: Honor's College, President's List, School of Business Student Mentor (August 2014 - May 2016), Finance &.