Develop and maintain business relationships with attorneys, independent investment advisors, and tax advisors to find solutions for client’s estate planning needs in the St. Louis, Kansas City, Chicago, and surrounding markets. Assist independent investment advisors with the onboarding and transition of new corporate trust relationships. Focus on families with children with special needs and aging clients.

• Assist Regional Directors in day to day coaching of Portfolio Management teams• Assist Region Directors with Portfolio Manager, Portfolio Analyst, Administrative Assistant with accreditation and training requirements• Promote the Practice Management Process• Attend and support Region Directors’ Team meetings and one-on-ones allowing cross pollination of Director teams. • Appraises, coaches and develops associates and assists in evaluating other associates within the… Show more • Assist Regional Directors in day to day coaching of Portfolio Management teams• Assist Region Directors with Portfolio Manager, Portfolio Analyst, Administrative Assistant with accreditation and training requirements• Promote the Practice Management Process• Attend and support Region Directors’ Team meetings and one-on-ones allowing cross pollination of Director teams. • Appraises, coaches and develops associates and assists in evaluating other associates within the unit.• Supports the Region and Management Teams in leading the Portfolio Teams to meeting the metrics of the unit. This includes growing overall client relationships by meeting revenue growth, assets under management, profitability and retention goals, client surveys, peer reviews and management's judgment for efficient and effective use of available professional resources. Show less

• Supervise and manage Account Services Department (Team of 25) to ensure the successful onboarding of Private Asset Management, IRAs, Fiduciary, Endowment, Foundation, ERISA, Non-ERISA, and Directed Trustee accounts as well as cash processing and account closings; teams located in St. Louis, MO and Charlotte, NC. • Developed an Estate Settlement Team to support Wealth Management Advisory Team for deceased clients including new Agent for Executor Offering with aligned fee schedule in St… Show more • Supervise and manage Account Services Department (Team of 25) to ensure the successful onboarding of Private Asset Management, IRAs, Fiduciary, Endowment, Foundation, ERISA, Non-ERISA, and Directed Trustee accounts as well as cash processing and account closings; teams located in St. Louis, MO and Charlotte, NC. • Developed an Estate Settlement Team to support Wealth Management Advisory Team for deceased clients including new Agent for Executor Offering with aligned fee schedule in St. Louis, MO, 2017• Lead strategic planning initiative enhancing existing roles in Charlotte, NC by creating additional support function for in-depth review of complex cases for Wealth Management Advisory Team and created Department Management role in Charlotte, NC, 2013. • Implemented re-organization of Account Services Department by developing a Department Manager and hiring an unscheduled EFT with 5 direct reports, August, 2012. • Centralized and developed additional processes into Account Services Department including cash processing, preparation and delivery of account onboarding packets, account opening including sub-account opening for Fixed Income and Equity Departments and account closing. • Assisted in selection, development, implementation and training of account onboarding and workflow technology tool (Wealthworx) for Private Asset Management Accounts.• Developed oversight reporting to align with continual enhancements to Compliance and Regulatory requirements. • Participated in TIAA, FSB vendor selection for trust accounting program, SEI Wealth Platform.• Participating in TIAA Managed Product Future State; Client Service Model for high net- worth clients. • Responsible for internal policies and procedures for account opening, closing and cash processing align with Officers of Comptroller of Currency regulations and Internal Audit requirements. Show less

Supervised and managed Decedent and Grantor Trust Officers and Assistants to ensure the successful management of 700+ trust accounts with $500M under management. Oversaw the day-to-day administration for 60+ trust accounts. Led, developed, mentored and coached 9 Trust Officers and Assistants. Trained associates on trust administration and developed their customer service skills. Allocated new job responsibilities for associates to develop talents and skills. Responsible for… Show more Supervised and managed Decedent and Grantor Trust Officers and Assistants to ensure the successful management of 700+ trust accounts with $500M under management. Oversaw the day-to-day administration for 60+ trust accounts. Led, developed, mentored and coached 9 Trust Officers and Assistants. Trained associates on trust administration and developed their customer service skills. Allocated new job responsibilities for associates to develop talents and skills. Responsible for personnel hiring and promoted a positive team atmosphere. Communicated performance feedback to associates on their daily activities. Created policies and procedures aligning with state laws and fiduciary responsibility. Created high-performance organizational program which enabled the daily tracking of activities. Program introduced and implemented across administration department. Assisted Trust Company during internal and external audits and departmental imaging program.Collaborated with senior management including Department Leader, General Partner and Trust Legal Counsel. Show less