Trust Industry expert with 20 years of experience in trust administration, wealth management, investments and trust operations.As a Senior Trust and Relationship Officer, I work with wealthy individuals, retirees, trust beneficiaries, foundations and endowments. I thrive by helping my clients. I strive to understand their needs, their goals and their situation. Established a reputation as the key resource for operations (including income processing, corporate actions, fees, unique assets and tax reporting), client accounting, compliance, risk management, investment performance reporting and management reporting.Former Certified Public Accountant (State of Hawaii).
Listed skills include Investments, Securities, Risk Management, Accounting, and 19 others.