Charles Hicks work email
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Charles Hicks personal email
I recently retired but wish to re-enter the workplace in a limited capacity. My experience is broad based spanning senior management roles and sophisticated administrative responsibilities with direct client contact. This capability served me well and manifested itself in the many transitions associated with the transfer of businesses and projects inherent in my occupation. More specifically, I am seeking opportunities with advanced administration, project management, consultive activities, board appointments or other positions consistent with my experience and work history.A Corporate Trust professional with extensive experience in building Client relationships, providing account administration in both centralized and decentralized environments and management of staff ranging from small teams to nationally. Thorough understanding of risk associated with the business and its effective mitigation. Proven process for building both the breadth and depth of Client relationships and its natural extension in driving revenue growth. In a management capacity, effective in all technical management activities such as financial mangement, staffing, training, metrics, projects and change management, but particularly excel in providing a vision, constantly communicating with staff and building a trust with colleagues to meet goals.Specialties: Building Client relationships, risk management including loss mitigation and compliance monitoring, communication, sales management, staff development and training, project and change mangement, employee engagement, employee recruitment, contract negotiation, financial management and default administration. Significant experience in working with C-PACE assets and their management in a private placement environment.
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Vice PresidentWilmington Trust Nov 2011 - Mar 2021DallA senior relationship manager with significant experience in Corporate Trust administration, relationship management and regional/office staff management. Focusing all these skills in the establishment and growth of a denovo office for Wilmington Trust in Texas located in Dallas/Ft.Worth. An integral member of small team of three to significantly grow this office based on our experience and client focus. At time of departure managed over 75 clients and 150 transactions of sophisticated municipal debt transactions in multiple types including involved C-PACE private placements. Leveraged knowledge of anticipated issues and their resolution in building client trust and confidence. Focused on honest communication to build relationships and secure future appointments resulting in $250,000. in new business in a given year.
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Vp, Business Group Manager Texas & OklahomaBny Mellon 2008 - 2010 Assumed management responsibility for the North Texas market, a year later picked up Austin and Houston, and the Oklahoma market based in Tulsa. Accountable for 4 offices, 40 staff members, 18 relationship managers, approximately $25 million in revenue, and $4M in annual new business. Increased market share in Texas from 40% to 65%. Instituted monthly “Deliverables” meeting to monitor a multitude of risk issues and revenue collection. Conducted monthly sales meeting to review calling plans, call feedback, investment updates, and new business opportunities. Amongst 32 offices received the nationwide “MuniCup” in the 1st Quarter 2010. -
Senior Administrator/Team LeaderJp Morgan Chase/Bank Of New York 2005 - 2007Managed senior-level portfolio of Corporate Trust relationships including day to day administration, client relationship and generation of sales opportunities. • Portfolio comprised of approximately 130 bond transactions, included most of the office's significant clients, and represented approximately $2.5M in revenues.• Administration included 7 defaulted transactions• Reduced aged receivables by 90% and outstanding compliance ticklers by 62%• Mentored one Administrator and two Associates with no prior Corporate Trust experience• No lost business and 100% repeat business on assigned portfolio• Cross sold significant Treasury Services business to Texas State Agency
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Vice President, Corporate Trust AdministrationBankone Corporation, Jp Morgan Chase 2003 - 2005Led centralized account administration for BankOne and presentation of its capabilities in due diligence reviews for prospective purchasers. Retained by JP Morgan Trust Company in similar role and served actively in consolidation of two organizations at the administrative level.• Created single input worksheet for Relationship Managers to expedite new account setup on multiple systems• Reassigned administration of escrow accounts to office locations of their relationship managers• Leveraged Bank's relationship with LexusNexus to setup existing UCC filings, to more efficiently process continuations, and generate a new source of revenue. • Reduced outstanding compliance ticklers of centralized unit by 55%
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Managing Director, Regional Corporate Trust Client ServicesBankone Corporation 1999 - 2003National management responsibilities for 21 regional offices in 13 states comprising 140 staff members and over $60 million in revenues. Significant accomplishments included:• Transitioned administrative processing from 10 regional offices into a centralized processing unit.• Improved revenue growth from $48.1M to 61.4M and sales from $17.1 to 19.7 million.• Upgraded client calling program and conducted over 2000 client calls and 1500 “centers of influence” calls in 2001.• Reduced headcount from 140 to 104 with 24 transferred to the centralized administrative unit and reduced overall direct expense by 24%.• Established presence in Florida with new office in Jacksonville.
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Vice President And Texas State Manager1997-1999 Bankers Trust Company, Deutsche Bank 1997 - 1999Established and recruited staff for denovo office and managed the conversion of large institutional retirement plan clients from NationsBank to Bankers Trust. After facilities build-out and account conversions, responsible for the administration, cross selling, market share growth and profitability of retirement services in the Southwest region of the U.S. • Completed conversion on schedule and all clients were retained.• Instituted successful cross-selling effort that generated over $300,000 in additional fees after three months of operation.• Consolidated Houston office and its clients to the Dallas office to improve management of activities and reduce expenses.
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Senior Vice President, Retirement ServicesNationsbank, Dallas, Texas 1994 - 1997During transition, managed all of support units for Retirement Services including Performance Measurement, Client Accounting and Fee Processing. Subsequently was responsible for the Client Service Group managing the pension and custody needs for over 1000 plans comprising over $50 billion in assets.• Member of Management Team responsible for the consolidation of 12 regional offices into a single, call center based, middle office for the provision of all administrative activities into a more cost efficient delivery model.• Recruited, interviewed and hired over 80 new staff members over a 30 day period.• Nationwide Project Manager for the divestiture of NationsBank Retirement Services representing 5 different books of business, several hundred employees, several thousand plans and the transfer of over $100 billion in assets to well over 100 successor trustees
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Senior Vice President, Corporate Trust And Agency ServicesNationsbank, Dallas, Texas 1983 - 1994Responsible for the sales growth, profitability and the professional administrative services delivered for the Corporate Trust, Stock Transfer and Mortgage Custody product lines for the Southwest region of the U.S.• Consolidated the corporate trust activities of 20 unit banks into 3 regional offices.• Managed unit responsible for the fiduciary administration of over 100 defaulted bond issues.• Managed the divestiture process for Stock Transfer, Mortgage Custody and Corporate Trust business resulting in a transfer of capital to more core and profitable lines of business.
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Corporate TrustManufacturesr & Traders Trust Co 1980 - 1983
Charles Hicks Skills
Charles Hicks Education Details
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Bankone Leadership Development Program -
Mba Finance -
Ba Economics
Frequently Asked Questions about Charles Hicks
What is Charles Hicks's role at the current company?
Charles Hicks's current role is Vice President at Wilmington Trust.
What is Charles Hicks's email address?
Charles Hicks's email address is cf****@****att.net
What schools did Charles Hicks attend?
Charles Hicks attended University Of Virginia Darden School Of Business, Canisius College, State University Of New York At Buffalo.
What skills is Charles Hicks known for?
Charles Hicks has skills like Risk Management, Banking, Portfolio Management, Employee Engagement, Management, Financial Services, Mergers And Acquisitions, Leadership, Financial Risk, Training, Change Management, Due Diligence.
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Charles Hicks
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