Peter Wayne Email & Phone Number

Louisville, Kentucky, United States

Louisville, Kentucky, United States

Louisville, Kentucky, United States

Louisville, Kentucky Area

• Chaired a task-force which developed and coordinated an upgrade of the wealth management department’s digital presence and physical marketing materials. The success of this effort ultimately led the executive.
• Served as Chair of the Next-Generation Committee, which identified creative ways to further develop personal relationships with customers and prospects, while ensuring that available technological and digital tools.
• Developed new business by authoring articles, speaking publicly on behalf of the bank and wealth management department, and coordinating community and industry specific events.
• Provided the wealth management department’s clients with guidance on estate, retirement, business succession, generational wealth transfer, next-generation, financial, charitable, and special needs and elder/long term.
• Partnered with various departments and employees of the bank to help address clients’ needs and ensure that the available services were well coordinated.
• Served as the administrative officer and primary contact for over 65 accounts within the wealth management department.

Louisville, Kentucky Area

• Developed the firm’s “Fight Club” which was a group of firm lawyers who were passionate about bringing in new business by using creative ways to target new prospects.
• Assisted firm partners with the zoning board approval process for various zoning changes, variances, and waiver requests for properties within Jefferson County.
• Developed, composed, and implemented comprehensive, personalized estate, business succession, and special needs plans for clients ranging in net worth from $10,000 to $10,000,000+.
• Managed, coordinated, and led a team of firm employees to administer a large mass tort settlement involving minor disabled children from around the country; ensured each settlement was approved by a court of proper.
• Coordinated and delivered various presentations to organizations, local banks, businesses, and investment firms about issues ranging from estate planning to tax planning to government benefits planning.

Louisville, Kentucky Area

• Opened, operated, and managed the Louisville Regional Office.
• Established an annual marketing strategy that included print ads and sponsorships, as well as community and industry specific events in order to develop the company’s brand and identity.
• Developed financial strategies to satisfy the medical, financial, and estate planning goals of clients.
• Provided counsel to severely disabled clients regarding life insurance annuities and coordinated with wealth managers and trust companies to ensure holistic planning.
• Presented to both local and national law firms and attorney centric organizations on how best to address settlement related issues, such as Medicare, Medicaid & ERISA.
• Provided counsel on the legal, tax and financial effects of the receipt of settlement proceeds.

Cincinnati, Ohio Area

• Opened, operated, and managed the Louisville Regional Office.
• Helped establish Affiance Partners, LLC, a Medicare Set Aside administration company, from its origination.
• Worked in coordination with fellow employees to establish the firm’s ERISA lien resolution practice.
• Developed financial strategies to satisfy the medical, financial, and estate planning goals of clients.
• Provided counsel to severely disabled clients regarding life insurance annuities and coordinated with wealth managers and trust companies to ensure holistic planning.
• Coordinated with Brook-Hollow Financial, a Chicago-based financial firm, Prudential Life Insurance, and Allstate Life Insurance for the proper advancement of real estate tax deferred products and market strategies.

Juris Doctorate

Undergraduate, Major In Finance And Minor In Management Information Systems