Lead Wilmington Trust's investment planning through the effective utilization of the MSCI WealthBench platform. WealthBench, a comprehensive tool, facilitates the integration of planning, risk management, and portfolio analysis.Develop and present Comprehensive Wealth Plans to current and prospective Ultra High Net Worth (UHNW) clients, showcasing a deep understanding of their financial objectives and tailoring strategies accordingly.Championed enhancements to the investment planning platform, integrating Environmental, Social, and Governance (ESG) analysis and predictive drawdown features.Provide extensive training and coaching to a team of 75+ Investment Advisors, 60+ Wealth Advisors, and 30+ Associates on the effective use of the investment planning platform. This contributed to the attraction of new Wealth clients and the expansion of existing client relationships.Support the integration of WealthBench within M&T's wealth structure, collaborating with financial planning partners to ensure seamless coordination and integration of all planning deliverables.Established internal compliance procedures and controls, conducting annual model and compliance testing to ensure adherence to regulatory standards.Manage relationships with vendors and internal partners (Compliance, Risk, Legal, Marketing), ensuring the development and enhancement of the WealthBench platform and other wealth systems.Successfully manage a portfolio of High Net Worth clients, providing personalized financial solutions and strengthening client relationships.

Managed the investment portfolios of High Net Worth individuals, overseeing trust and investment agency accounts with a focus on optimizing returns and mitigating risks.Conducted in-person investment review meetings, effectively communicating financial goals, asset allocation strategies, and investment performance to clients.Designed customized asset allocation and financial plans tailored to individual client objectives, ensuring alignment with their unique financial goals.Executed strategic and tactical rebalancing of client accounts to maintain optimal portfolio structures and adapt to market conditions, contributing to the overall success of client investment strategies.

Provided robust support to a team of Investment Advisors, managing high net worth client relationships with a focus on delivering exceptional service and financial outcomes.Executed trades and implemented strategic rebalancing of client accounts, ensuring alignment with investment strategies and objectives.Prepared comprehensive investment review materials for high net worth clients, offering insightful analyses of their portfolios and highlighting key performance indicators.Conducted in-depth analysis of prospective clients' investment portfolios, providing valuable insights and recommendations to Senior Investment Advisors.Collaborated in recommending changes to asset allocation based on thorough analysis and market trends, contributing to the overall success of client investment strategies.Coordinated workflow among associates, overseeing task assignments, and meticulously verifying the accuracy of their work to maintain high-quality standards.

Conducted trading activities for high net worth clients, specializing in municipal bond portfolios to optimize returns and manage risk effectively.Performed detailed duration and credit analysis on individual portfolios, ensuring a thorough understanding of risk factors and potential returns.Executed directed trades for Investment Advisors, catering to the specific needs of trust and investment agency accounts.Evaluated municipal bond credits, meticulously assessing risk and return dynamics to make informed trading decisions in alignment with client objectives.

Underwrote commercial real estate and small business loans for multiple relationship managers, applying a detailed risk assessment to ensure sound lending practices.Managed and maintained existing loan portfolios for relationship managers, closely monitoring adherence to loan covenants and proactively addressing any issues.Conducted comprehensive analyses of financial statements and tax returns for commercial developers and investors, assessing creditworthiness and financial stability.Presented loan requests and modifications to the committee, demonstrating a thorough understanding of the proposed terms and providing detailed insights to facilitate informed decision-making.