Neil Archibald Email & Phone Number

Tampa/St. Petersburg, Florida Area

Direct 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.

Tampa/St. Petersburg, Florida Area

Oversaw 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.

United States

Directed 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.

Established 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.

Jacksonville, Florida, United States

Managed trust and investment accounts. Total client portfolio of $170 million.

Bankruptcy associate; managed chapter 11 and 13 bankruptcy matters.

Bankruptcy specialist for Chapter 11 U.S. Trustee; researched fraudulent transfers, prepared filings and basic pleadings.

5th grade teacher at Pimlico Elementary School in Baltimore, MD

Product Manager And Product Leader Certifications, Product Development

Product Manager Certification (PMC®) | Product Leader Certification (PLC®)

Certified Credit Union Executive (Cce) Designation

Cornell University, University of Virginia, and University of Pennsylvania's Wharton School of Business – Certified Credit Union Executive.

Executive Management Certificate

Juris Doctorate, Law

Bachelors, English Literature