Wealth Management Group President
CurrentResponsible for the overall management of the Wealth Management Group including trust department, investment and brokerage as well as outsourcing services. Providing leadership to deliver excellence in the management of personal trusts, charitable trusts, employee benefits administration, investment management, foundation asset management, estate planning and administration. Focus on new business development, compliance, risk management, tax, budgeting and investment management.In addition, serve on the executive management team for the bank as well as the Asset Liability Committee, Trust Committee, Trust Investment Committee and Strategic Planning Teams.