Executive Director & New Business Review Officer
CurrentMy role includes reviewing, interpreting, and negotiating a wide range of fiduciary, agency, escrow, partnership, and corporate instruments to support the acceptance and on-boarding of new business within corporate guidelines for risk and compliance. I also provide fiduciary support to over one hundred front offices in twenty states in order to assist with document interpretation, product selection, and special account acceptance issues. This includes counsel and support for distribution, termination, and specialized drafting matters.Instructor in the ABA accredited JPMC trust school program leading to CTFA certification.