Honored to be recognized as a Senior Leader for our Trust & Wealth Division

Work with Personal Trust Officers, Employee Benefit Plan Administrations, Portfolio Managers, Trust Operations staff, and Executive to identify & assess operational risks which may arise as a result of process failures, inadequate technology, data breaches, or over-reliance on vendors. The documentation of controls, calculation of residual risk, & prioritization remove ambiguities and promote a common understanding across lines of business.

Project Manager for Accounting System ConversionProvided Fiduciary Support to Trust Officers & Development OfficersPerformed Annual Account Reviews of Trusts, IRAs, Investment Management & Custody accountsAuthorized or Declined new accounts presented for acceptanceResponded to Audit Requests for various employee benefit & foundation accountsAssisted external customers with online portal trouble-shootingCalculated NAV for 12 domestic equity CTFs daily

As Trust Services Manager, I was responsible for maintaining oversight of the acceptance, administration, and cash management of personal trust accounts in compliance with the corporate trustee’s policies and served as the liaison for the corporate trustee’s Operational Risk Management Group & Audit Services. I participated in internal client-specific meetings, committees, and working groups to determine best practices for ongoing trust administration and estate tax planning within the boundaries of the governing document, Grantor’s intent, and strategic planning for future activities. I communicated one-on-one with client service team members to answer technical questions, solve systems problems, implement solutions, and educate as needed and also served as a liaison between GenSpring’s business line and the corporate trustee’s Risk Management Group.I was proud to participate in & lead enhancement projects to create operational efficiencies & improve overall collaboration. Similarly I designed & delivered internal fiduciary-related training sessions via webinar with animated PowerPoint presentations & redesigned fill-in-the-blank forms created in Word into user-friendly Adobe forms utilizing radio buttons and drop-down combo boxes.In my 1st year as Fiduciary Analyst, I oversaw internal Fiduciary Operations and Administration of personal trust accounts and IRAs held by the Corporate Trustee which delegates investment decisions to GenSpring Family Offices. My analytics involved reviewing various Excel reports & incorporating conditional formatting. I scheduled & prepared materials for Trust Committee meetings and also was responsible for leading special project initiatives, Operational Risk Management, fiduciary compliance oversight, and internal audit remediation.

I served as the Project Coordinator and point of contact for all Florida Wealth Team members and Trust Committee members utilizing the New Account Opening Tool for streamlining the acceptance, opening, and funding of new fiduciary & IRA accounts and providing individualized training to users. I facilitated the sales process of new-business referrals from start to finish through legal document interpretation, analysis and qualification of referral, KYC, Risk Assessment, detailed record-keeping, presentation to the Advisory Center’s Committee, coordination with operations units including account opening and asset transition, and collaboration with other wealth-team members including estate planning attorneys and accountants throughout the process.At the same time, I administered 150 existing personal trust, investment management, IRA, and custody accounts including discretionary evaluation and processing, cash management, administrative reviews, research, and interpretation of legal documents as well as management of special projects. I supported a large network of other Trust Officers, Client Advisors, & Portfolio Managers and was the "go-to" support for users trying to onboard new clients onto our wealth management platform and provide technical support as well. Additionally, I was tapped to lead project initiatives with technical aspects and deliver training to other team members.

Administer trust, custody, and investment agency accounts.Led KYC process initiative for team

bookkeeping & filled orders

created Excel reports for Accounts Payable & Accounts Receivable clerks during school breaks