Director, Master Pooled Trust
CurrentPromotes the Master Pooled Trust to family and professional groups. Discusses the benefits and uses of the Master Pooled Trust; works with attorneys and families to set up new sub-accounts; works with The Arc of Texas Finance & Trust Committees and corporate Trustee JP Morgan-Chase to ensure the investments are secure and records are accurate and communicates with families and beneficiaries regarding approval of disbursements for items and services to improve beneficiaries’ lives.