Gary Cantrell Email & Phone Number

Cleveland, Oh, Us

Cleveland, Ohio, United States

Directs and oversees the Institutional Client Services team, including critical measurements of multiple markets or groups. Supports the overall mission and vision of the business. Ensures the consistent execution of the terms of any corporate assets, retirement plan or charitable and endowment document in which PNC serves as trustee or agent by providing leadership and direction to team.Develops and executes strategies to deliver consistent execution and administration of assigned accounts in accordance with documents, state and federal regulations, policy and procedure using approved platform of solutions. Provides industry/market insights and perspectives. Serves as subject matter expert and demonstrates technical expertise in sophisticated institutional trust strategies.Ensures the consistent execution of institutional trust services and works closely with other leaders across the business to provide solutions and actionable insight to clients to maintain and retains assets under management or under administration. Serves as a subject matter authority for the institutional trust team and business leadership. Manages and coordinates/conducts the performance, management, hiring and coaching of team. Executes risk management practices through adherence to PNC's policies and procedures. Proactively identifies, resolves or escalates risk management issues and sees through the resolution of legal and compliance-related issues for assigned accounts. Communicates with clients and business partners, solves problems and escalates anticipated or known client issues/concerns. Responsible for driving continuous process improvement.

Cleveland/Akron, Ohio Area

Director of the Institutional Asset Management Client Solutions team. Leads and directs the solution development for Fiduciary (Regulatory, Compliance and Legal), Administration and Onboarding of new clients. Responsibilities include developing business plans for each functional area of the solutions teams, expense control, and development of partnerships with key decision makers to ensure cross-functional alignment and synergy. Interacts with clients, consultants and industry experts in identifying and developing business solutions through industry research, competitive intelligence and regulatory updates. Reviews process and procedures to make improvements within the new account Onboarding process. Promotes a great employee experience by building winning teams through coaching and employee development.

Cleveland/Akron, Ohio Area

Director of the Institutional Asset Management Client Service’s division. Leads a team of 53 J.D.'s and administrative professionals with expertise in Charitable and Endowment (C&E) and Not For Profit Trusts who are responsible for the administration of more than 16,000 Institutional Trust accounts. Provides management oversight to direct reports consisting of 5 Group Managers working closely to mitigate risk and ensure fiduciary compliance with bank policy and procedure. Streamlines communications and filters information to enhance productivity. Promotes an atmosphere of employee engagement and inclusion.

Cleveland/Akron, Ohio Area

Managed the Retirement and Investment Services group within the firm’s Institutional Client Administration division. Responsibilities included running the day-to-day administration for ERISA, Taft Hartley, Escrow and Corporate Custody plans while leading a team of administrative professionals responsible for the administration of over 2,400 retirement accounts. Acted as the department liaison between the firm’s Institutional Client Administration division and the Bank’s Institutional Operations Unit.

Cleveland/Akron, Ohio Area

As Vice President / Administrative Manager, led highly visible unit of Institutional Asset Management division. Supervised administration for Not-for-Profit plans as well as ERISA, Taft Hartley, Escrow and Corporate Custody. Developed comprehensive RFP responses, providing administrative and marketing support for sales executives. Served as Compliance Manager for Taft Hartley product and maintained current knowledge of Fiduciary Risk Management procedures. Communicated effectively across all management levels.

Cleveland/Akron, Ohio Area

Handled daily administration for assigned block of more than 1,300 Taft Hartley retirement plans, as well as Relationship Management responsibilities. Attended Board of Trustee meetings, serving as the client representative for the Bank. Attended quarterly and semi-annual client meetings serving as a single point of contact for clients. Acted as a liaison with Risk Management and Audit to ensure department remained in full compliance with industry standards. Delivered key presentations for existing and potential clients, providing support for two sales executives. Developed spreadsheet for accurate weekly sales call tracking.