Nancy Egg Email & Phone Number

Responsible for the administration of 1,735 Trusteed IRAs and Inherited Trusteed IRAs totaling $650 million in assets under management for Merrill Lynch Pierce Fenner and Smith White Glove Advisory Teams in Houston, Chicago, and New York. Facilitate investment manager changes, overdraft management, Required Minimum Distribution calculations and.

Responsible for the administration of approximately 300 standalone Trusteed IRA relationships with market values of $250,000-$500,000. Communicated regularly with Financial Advisors and clients regarding all aspects of Trusteed IRA account administration. Facilitated asset allocation and investment manger changes including completion of investment reviews.

Administered 200 personal trust accounts. Responsible for mutual fund asset allocation in accordance with Investment Oversight recommendations. Assumed managerial oversight for three Trust Officers and support staff. Prepared personnel recommendations and performance appraisals for staff members. Served as liaison between Fund Unit Officers, Financial.

Responsible for administration of 175 personal trust accounts including Charitable Remainder Unit and Annuity Trusts, Investment Managing Agency accounts and Irrevocable Trusts. Participated in asset allocation decisions with clients, Financial Consultants and Smith Barney Asset Managers. Prepared Investments Reviews and coordinated trust tax preparation.

Responsible for establishing and maintaining Life Insurance trusts including fund transfers for premium payments, generation of Crummey notices and investment reviews. Performed document review for potential new business.

Education record

Jd

Bachelor, Legal Education

Summa Cum Laude