Neil Archibald Email and Phone Number
Cultures of excellence, efficient operations, and financial improvements produce organizational success. Leading product development, curation, and communication processes drives revenue and organizational growth. As a dynamic and results-driven C-suite executive, I possess 20+ years of distinguished experience in contributing to organizational growth and enhancing operational efficiencies while incorporating a robust legal and risk management background. Further, I leverage my deep acumen in strategic planning, business development, and compliance oversight, complemented by my proven ability to foster strong board relationships and governance. I am also adept in steering continuous improvement initiatives, and leading high-performing teams to surpass business objectives and obtain aggressive goals. Below is a selection of the top accomplishments from my career with Members Trust Company, FSB: • Organizational leader of multi-billion dollar trust company and key driver of the development of an online IRA and IMA account opening portal using Laserfiche, a unique application that garnered invitation for the team to speak at a national conference.• Pioneering the Flex IRA product, an industry-first innovation that integrated a standard IRA, a Trusteed IRA, and Conduit Trusts, ensuring not only compliance with SECURE Act changes, but also setting a new standard in retirement account options.• Playing an integral role in the conception and development of the Charitable Donation Account, a novel financial product facilitating corporate capital expansion into equity investments while enhancing charitable contributions; worked closely with regulators and NCUA to establish agency regulations.I am excited to expand my professional network and see what the future may hold. If you would like to connect, please contact me at narchibald@msn.com.
Members Trust Company
View- Website:
- memberstrust.com
- Employees:
- 50
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Executive Vice President, Chief Administrative Officer, General CounselMembers Trust Company Jan 2022 - PresentTampa/St. Petersburg, Florida AreaDirect diverse team of marketing, data, and legal professionals and project managers. Provide guidance to and collaborate with compliance, fiduciary, and investment team members. Oversee corporate-wide and fiduciary legal affairs, with responsibilities spanning corporate M&A activities, litigation, and partnership agreements, managing budgets across marketing, product, and legal departments.• Oversaw development of online, semi-automated discretionary distribution review portal that replaced manual, paper submission process, reducing preparation time by 42% and enhancing Trust Committee risk management and oversight. • Led client fee structure redesign to enhance net income. -
Executive Vice President, Chief Fiduciary Officer, CooMembers Trust Company Feb 2019 - Jan 2023Tampa/St. Petersburg, Florida AreaOversaw operations, compliance, marketing, fiduciary administration, and business development, with direct management of 9 professionals and total team of 40 encompassing trust administration, operations, marketing, compliance, and business development. Maintained existing partnerships, cultivated new institutional alliances, and deepened ties with Office of Comptroller of Currency, ensuring sustained business growth. • Key sponsor for introduction of enhanced technology stack, achieving corporate-wide efficiencies and enhancing shareholder value.• Spearheaded website development with features such as embedded pages for activity tracking, funnel redirection to sales team, and increased “speed of adoption” through innovative online tools. -
General Counsel, Chief Fiduciary OfficerMembers Trust Company Apr 2016 - Feb 2019United StatesDirected fiduciary administration, supervising 5 direct reports (2 fiduciary officers, 3 admin) and 25 field trust officers indirectly. Strengthened ties across internal and external stakeholders, forging alliances, and receiving account referrals. Led change management and engagement strategy after major partner dispute, overhauling operational models to centralize retail office functions and enhance ROI, restoring relationships and revenue streams. • Cultivated productive regulatory relationships, facilitating strong ratings year over year.• Advanced MTC’s approach to Special Needs Trust services, collaborating with strategic partners to increase average account size. -
General Counsel, Secretary, CcoMembers Trust Company, Fsb Oct 2003 - Apr 2016Established MTC’s legal department, optimizing outside counsel partnerships for superior decision-making and ensuring legal protection. Spearheaded comprehensive compliance initiative in response to audit violation, leading to consistent strong regulatory ratings and enabling smoother M&A approvals.• Led state-chartered trust company merger effort with significant impact to revenue over 8 years and paving way for growth in institutional investment management.• Redesigned MTC’s corporate insurance program, achieving reduction in premiums and enhanced risk-based coverage for MTC and credit union partners while staying within constrained budget. -
Vice Chair Education And Admissions To The Florida BarFlorida Bar Association Jun 2008 - Jun 2014
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Trust OfficerMerrill Lynch Apr 2001 - Oct 2003Jacksonville, Florida, United StatesManaged trust and investment accounts. Total client portfolio of $170 million. -
Associate AttorneyMargulies And Associates May 2000 - Apr 2001Bankruptcy associate; managed chapter 11 and 13 bankruptcy matters.
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Bankruptcy AssociateNavigant Consulting Sep 1998 - May 2000Bankruptcy specialist for Chapter 11 U.S. Trustee; researched fraudulent transfers, prepared filings and basic pleadings. -
TeacherTeach For America Aug 1995 - Aug 19975th grade teacher at Pimlico Elementary School in Baltimore, MD
Neil Archibald Education Details
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Product Development -
Cues Ceo InstituteCertified Credit Union Executive (Cce) Designation -
Executive Management Certificate -
English Literature
Frequently Asked Questions about Neil Archibald
What company does Neil Archibald work for?
Neil Archibald works for Members Trust Company
What is Neil Archibald's role at the current company?
Neil Archibald's current role is Executive Leader | Board Advisor | Risk Management | Business Development & Growth Strategies | Financial Acumen & Budget Management.
What schools did Neil Archibald attend?
Neil Archibald attended Product School, Cues Ceo Institute, Cornell University - Johnson Graduate School Of Management, University Of Maryland Francis King Carey School Of Law, University Of Virginia.
Who are Neil Archibald's colleagues?
Neil Archibald's colleagues are Matthew Thompson, Jeff Terrell, Cfa, Dylan Sugg, Cfp®, Ctfa, Atfa, Mba, Brooke Bowen, Mba, Vera Feldbusch, Persia Shokoohi Streed, J.d., Kristin Hosack.
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