Consulting engagements at Commerce Trust Company, First National Bank Wealth Management and First Citizens Wealth Management  Development of current/future state workflow processes and the integration/modification of external third-party systems along with the definition of new workflows and automation. Documented a single comprehensive baseline assessment regarding the existing operational structure, systems, and processes Provided a framework that identified areas of opportunity for immediate improvement, including process improvement and technology. Reviewed and enhanced over 100 Trust Company policies and proceduresHighlights Bridged the gap between trust institutions and their vendors, providing workflow solutions for a smoother, more efficient transition to the implementation process.

 Successfully managed, tracked and documented all aspects of new client implementations from the beginning. Developed and conducted organizational training strategies for trust clients. Provided customized product and best practice expertise to all clients.Highlights: Knowledgeable in TrustDesk and AddVantage software. Developed effective training plans for clients and implemented the necessary practices to meet long term goals.

Formal classroom trainer for the Trust 3000 accounting system.

Managed all banking, custody, lending, brokerage activities and relationships. Performed daily reconciliation of 150 client investment accounts. Managed monthly valuation of 20 partnership accounts. Worked closely with Tax/Estate Planner, Investment Manager and Investment Advisor to provide the best wealth management strategies for clients. Acted as liaison for all property, casualty, life, medical and liability insurance. Managed nine charitable foundations; consulting with family trustees on strategic, financial and tax matters.Highlights: Played a key role in the start up and development of Bell Family Office. Led conversion to SEI Trust 3000 system, including analysis of data, troubleshooting, coordination, and integration of other financial systems. Supervised and trained 4 staff members on the use of Trust 3000 and related functions. Researched and implemented a new custodial system which enhanced efficiency and resulted in a cost savings of over 20% for the company. Successfully managed the conversion from a service bureau environment at SEI to a back office relationship with SEI, reducing staff by 20% and cutting costs by 25%. Negotiated lower fees and preferential interest rates for wealth management clients by implementing SEI funds and automated cash management, also saving processing time. Put controls in place to ensure 4 successful surprise audits by the SEC.