Justin Meyer

Justin Meyer Email and Phone Number

Chief Fiduciary Officer / Executive Vice President at Parkside Financial Bank & Trust @ Parkside Financial Bank & Trust
Justin Meyer's Location
Greater St. Louis, United States, United States
Justin Meyer's Contact Details

Justin Meyer personal email

n/a
About Justin Meyer

Experienced Executive Vice President and Fiduciary Officer with a demonstrated history of working in the financial industry. Skilled in Fiduciary Management, Estate Planning, Management, Personal Trust Administration, and Trusteeship. The views and comments on this page are my own and not those of Parkside Financial Bank & Trust, or of any person or organization affiliated with Parkside Financial Bank & Trust.

Justin Meyer's Current Company Details
Parkside Financial Bank & Trust

Parkside Financial Bank & Trust

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Chief Fiduciary Officer / Executive Vice President at Parkside Financial Bank & Trust
Justin Meyer Work Experience Details
  • Parkside Financial Bank & Trust
    Chief Fiduciary Officer / Executive Vice President
    Parkside Financial Bank & Trust Jul 2022 - Present
    Clayton, Mo, Us
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  • U.S. Bank
    Senior Trust Managing Director / Senior Vice President
    U.S. Bank Sep 2020 - Jul 2022
    Minneapolis, Mn, Us
    • Supervised trust administration teams for the East Region and the national Estate Settlement Services team.• Served as a liaison between the trust administration and business development executives to foster cooperation and coordination for delivering comprehensive wealth management services to high net worth clients.• Served as liaison between trust administration and trust tax to identify opportunities to create and deliver solutions to achieve enhanced client service.• Guided teams through merger of metropolitan and community wealth management service delivery models.• Prepared trust teams for successful OCC and internal examinations.• Served as Personal Trust Executive Committee member.
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  • U.S. Bank
    Trust Managing Director / Senior Vice President
    U.S. Bank Jan 2020 - Sep 2020
    Minneapolis, Mn, Us
    • Managed three teams of trust officers and trust associates, 16 individuals in total, responsible for the administration of accounts based in the St. Louis and Kansas City markets.• Led trust officers through regionalization of and transition to team-based trust administration.• Maintained communication with market leaders and local private wealth advisors to effectively maintain and expand client relationships.• Coached trust officers and trust associates to achieve their goals of retention, deliver a high level of client service and adhere to exemplary fiduciary standards of administration.
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  • U.S. Bank
    Wealth Trust Advisor Managing Director / Senior Vice President
    U.S. Bank Feb 2019 - Jan 2020
    Minneapolis, Mn, Us
    • Managed a team of three Wealth Trust Advisors within the St. Louis Market.• Guided the team through reorganization.• Established standards and goals for a newly created position of client advisors with business development and estate planning advisory goals.• Coached team to successfully achieve team goals for sales and revenue.• Won 2019 U.S. Bank Wealth Management Legends of Possible Award for one of the top business development wealth trust advisor teams in the organization.• Continued to maintain a book of business.
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  • U.S. Bank
    Trust Managing Director / Senior Vice President
    U.S. Bank Aug 2016 - Feb 2019
    Minneapolis, Mn, Us
    • Supervised a team of 15 trust officers and trust associates within the St. Louis market.• Assisted in the development trust officers’ and associates’ administration skills and professional goals.• Coordinated communication concerning ongoing legal matters among outside counsel, internal legal counsel, and local market leader, and participated in strategic decisions.• Won 2016 & 2017 U.S. Bank Wealth Management Elite / Legends of Possible Awards for one of the top business development trust officer teams in the organization.• Continued to administer a full book of business.
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  • U.S. Bank
    Trust Officer / Vice President
    U.S. Bank Mar 2013 - Aug 2016
    Minneapolis, Mn, Us
    • Won 2013, 2014 & 2015 U.S. Bank Wealth Management Elite Awards for one of the top business development trust officers in the organization.
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  • U.S. Bank
    Trust Officer / Assistant Vice President
    U.S. Bank Nov 2007 - Mar 2013
    Minneapolis, Mn, Us
    • Administered revocable trusts, dynasty trusts, ILITs, GRATs, charitable remainder and lead trusts, private foundations, cemetery perpetual need trusts, special needs trusts, probate estates, conservatorships, IRAs and agency accounts on behalf of high net worth clients.• Advised clients on estate planning methods to minimize transfer and income taxes, for creditor protection and to incentivize positive behavior from latter generations.• Communicated directly and substantially with clients, beneficiaries, accountants and attorneys for all parties in account administration.• Coordinated and participate in internal client relationship reviews.• Expanded client relationships and achieve sales and revenues goals annually.• Administered conservatorships, probate estates and trust estates.• Prepared federal estate and gift tax returns and state estate and inheritance tax returns for clients and their families.• Prepared applications for 501(c)(3) tax-exempt status for clients’ charitable foundations.• Prepared final income tax returns for deceased clients.• Responded to federal and state audits of estate tax returns.• Conducted efficient and effective legal research concerning issues primarily relating to federal and state estate tax and probate and trust administration.
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  • Hamburg & Lyons, Llc
    Associate Attorney
    Hamburg & Lyons, Llc Sep 2005 - Sep 2007
    Us
    • Represented clients of a boutique firm that specializes in estate planning and real estate matters.• Drafted revocable trust agreements, trust amendments, wills, codicils, durable powers of attorney, antenuptial agreements, real estate contracts, deeds, shared water well agreements, releases, settlement agreements, assignments and corporate formation documents.• Prepared applications, petitions and settlements for conservatorships and probate estates.• Prepared pleadings, discovery requests and responses and judgments in actions concerning breach of real estate contracts, breach of implied warranties, rent and possessions, adverse possession, access to roads (declaratory judgment) and interference with rights of easements (injunction). • Managed probate and trust estate administrations for clients.• Communicated directly and substantially with clients regarding informational and investigative interviews for case assessment and development, hearing preparation and ongoing status communications. • Conducted efficient and effective legal research concerning issues primarily relating to probate and trust litigation and estate matters.
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  • Ramsey County
    Certified Student Attorney
    Ramsey County May 2003 - May 2005
    Saint Paul, Mn, Us
    • Represented Minnesota’s second largest county in hundreds of court hearings concerning civil contempt, paternity, support and other family law related issues. • Negotiated favorable settlements with opposing counsel and pro se clients.• Drafted extensive motions, orders and briefs on behalf of Ramsey County.• Conducted legal research for the County concerning family law issues.
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  • Hall Ansley, P.C.
    Runner
    Hall Ansley, P.C. May 2000 - May 2002
    Springfield, Missouri, Us
    • Completed various tasks for primarily plaintiffs’ medical malpractice law firm, including preparing trial exhibits, serving subpoenas and special process summons and other day-to-day office tasks.
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  • Drummond Mechanical Contrs Inc
    Laborer
    Drummond Mechanical Contrs Inc May 1998 - Jan 2000
    • Warehouse and demolition worker for family-owned union mechanical contractor
    View

Justin Meyer Skills

Fiduciary Management Fiduciary Services Leadership Personal Trust Administration Trust Management Estate And Gift Taxation Estate Planning Estate Tax Planning Management Private Foundations Trusteeship Trusts

Justin Meyer Education Details

  • The University Of Alabama School Of Law
    The University Of Alabama School Of Law
    Taxation
  • University Of Minnesota Law School
    University Of Minnesota Law School
    Doctor Of Law (J.D.)
  • Missouri State University
    Missouri State University
    Political Science

Frequently Asked Questions about Justin Meyer

What company does Justin Meyer work for?

Justin Meyer works for Parkside Financial Bank & Trust

What is Justin Meyer's role at the current company?

Justin Meyer's current role is Chief Fiduciary Officer / Executive Vice President at Parkside Financial Bank & Trust.

What is Justin Meyer's email address?

Justin Meyer's email address is jm****@****fbt.com

What is Justin Meyer's direct phone number?

Justin Meyer's direct phone number is +161230*****

What schools did Justin Meyer attend?

Justin Meyer attended The University Of Alabama School Of Law, University Of Minnesota Law School, Missouri State University.

What skills is Justin Meyer known for?

Justin Meyer has skills like Fiduciary Management, Fiduciary Services, Leadership, Personal Trust Administration, Trust Management, Estate And Gift Taxation, Estate Planning, Estate Tax Planning, Management, Private Foundations, Trusteeship, Trusts.

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