Manages substantial book of trust business. Works in collaboration with nationwide network of financial advisors, CPAs, and trust and estate attorneys to provide clients with superior trustee service.

Managed relationship within large book of trust clients. Collaborated with area legal, accounting, and financial professionals to grow referral pipelines.▪ Oversaw 270% growth in annual fee revenues over 4-year period - $150 million AUA portfolio. ▪ Cultivated productive alliances with estate-planning attorneys, CPA’s and financial advisors, resulting in a steady and growing source of referrals.▪ Actively participate in area groups to build networks, support the community, and… Show more Managed relationship within large book of trust clients. Collaborated with area legal, accounting, and financial professionals to grow referral pipelines.▪ Oversaw 270% growth in annual fee revenues over 4-year period - $150 million AUA portfolio. ▪ Cultivated productive alliances with estate-planning attorneys, CPA’s and financial advisors, resulting in a steady and growing source of referrals.▪ Actively participate in area groups to build networks, support the community, and generate referrals. ▪ Oversight of delegated investment management for trust accounts.▪ Oversight of distribution decisions for clients.▪ Coordination and partial oversight of annual trust tax reporting.▪ Achieved a 10-year record of virtually zero client complaints and litigations.▪ Retained 95%+ of client base following a major acquisition. ▪ Proactive communications with client base to assure stability and continuance of excellent service. Show less

Handled virtually all aspects of running operations of a bank trust department during a business transition phase including:▪ Servicing portfolio of personal trusts, estates, conservatorships, and custody accounts.▪ Oversight of delegated investment management of personal trusts. ▪ Oversight of distributions of funds to trust beneficiaries within conforms of document language. ▪ Oversight of trust fee and billing processes. ▪ Decisions in purchase… Show more Handled virtually all aspects of running operations of a bank trust department during a business transition phase including:▪ Servicing portfolio of personal trusts, estates, conservatorships, and custody accounts.▪ Oversight of delegated investment management of personal trusts. ▪ Oversight of distributions of funds to trust beneficiaries within conforms of document language. ▪ Oversight of trust fee and billing processes. ▪ Decisions in purchase and sale of trust financial assets. ▪ Coordinated annual tax reporting and filing (federal and state) for personal trusts. ▪ Prepared quarterly internal financial reporting for Trust Department. ▪ Produced Trust Department segment of annual Bank FDIC Call Report. ▪ Drafted policy revisions and introduced procedural changes. Show less

Commercial Lending. Business development in Northern Colorado.

Fixed-Income Investment Broker. Strategic investment planning, and sales of fixed income products to lending institutions.