Patrick St. Fleur Email & Phone Number

Atlanta, Ga, Us

United States

Responsible for managing a portfolio of 150+ M&A escrow accounts and developing/maintaining strong customer relationships.Provides primary client contact, proactive communication and consultation, coordination of internal partners for the effective delivery of M&A escrow products and services.Ensure sound risk management and compliance practices maintaining appropriate levels of risk mitigation and adherence to relevant policies and procedures.

Atlanta, Georgia, United States

Responsible for managing a portfolio of 150+ M&A escrow accounts and developing/maintaining strong customer relationships.Provides primary client contact, proactive communication and consultation, coordination of internal partners for the effective delivery of M&A escrow products and services.Ensure sound risk management and compliance practices maintaining appropriate levels of risk mitigation and adherence to relevant policies and procedures.

Atlanta, Georgia, United States

Responsible for developing and maintaining strong customer relationships for corporate trust accounts. Provides primary client contact , proactive communication and consultation, coordination of internal partners for the effective delivery of M&A escrow products and services. Ensure sound risk management and compliance practices maintaining appropriate levels of risk mitigation and adherence to relevant policies and procedures.

Atlanta, Georgia, United States

Work directly with Corporate Trust escrow clients and Escrow Relationship Managers to develop new business and expand current relationships by partnering with Escrow Relationship Managers and Sales professionals. Provides daily account management and administration for an escrow portfolio, which would require cash management, investments, setting up accounts, and on-boarding new clients. Assist with escrow agreements review, setting up ticklers,closing new accounts and works closely with Relationship Managers to ensure proper account administration. Maintains the client relationship for assigned accounts including customer contact for needs/problems/overall satisfaction and resolution.Awards and Accomplishments:Truly Outstanding Performance Award and Recognition- October 2013

Atlanta, Georgia - New York, New York

I am tasked with ensuring compliance and customer satisfaction to the highest standards of the bank. I report directly to the Relationship Manager. The Trust Administrator plays a critical role in providing the best service to our clients. The position requires me to perform ongoing administrative activities for BNY Corporate Trust Services. Under the guidance of the Relationship Manager and Team Leader, the Trust administrator is responsible for much of the day to day administration of the portfolio, involving funds transfer, trade clearance, compliance monitoring, client service and communication.Specialty- Bank Owned Life Insurance AdministratorSpecialty- Tennessee Municipal Bond Fund AdministratorAccomplishments:Outperfomance Award For April 2013.

Atlanta, Georgia

Intern in the Corporate Trust division for the Bank of New York Mellon