Ronald Chaisson Email & Phone Number

Los Angeles, Ca, Us

Bakersfield, California, United States

I have the pleasure of providing guidance and support to my Clients, helping them reach their financial goals and achieve financial success in the years to come. Responsible for the Administration and Investment Management of Personal Trusts, Charitable Trusts, Irrevocable Trusts, Testamentary Trusts, Investment Management Agencies, Custody Accounts, Estate Settlement of Trust Administration Relationships, Probate Estate Settlements and Estate Planning for High Net Worth Relationships.Responsible for the Management of New Business Development as a Wealth Strategist for over 25 Branch Offices, Law Firms and Certified Public Accountants in the Central Valley and Central Coast.Currently manage over Ninety Relationships valued over $ 145,000,000 in Market Value which generates over $ 1,000,000 in annual revenues. Achieved the New Business High Performer Award of the Year in 2018 and 2020.Achieved New Business Sales Results of over $ 174,000 in 2023.Achieved New Business Sales Results of over $ 161,000 in 2022.

Pasadena, California, United States

Responsible for the Administration and Portfolio Management Relationship of over 100 Citizens Trust High Net Worth Clients which included Investment Management Agency Accounts, Personal Trusts, Charitable Trusts, Testamentary Trusts, Irrevocable Trusts, Individual Retirement Accounts and Custody Accounts. Responsible for the Management of New Business Development with Law Firms and Certified Public Accountants throughout the Central Valley. Active Member of the New Account Committee, Discretionary Distribution Committee, Personal Trust Administration Committee and the Investment Portfolio Management Committee

Bakersfield, California, United States

Responsible for the Administration and Investment Management of Personal Trusts, Charitable Trusts, Irrevocable Trusts, Testamentary Trusts, Investment Management Agencies, Custody Accounts, Estate Settlement of Trust Administration Relationships, Probate Estate Settlements and Estate Planning for High Net Worth Relationships.Responsible for the Management of New Business Development as a Wealth Strategist for over 25 Branch Offices, Law Firms and Certified Public Accountants in the Central Valley and Central Coast.Currently manage over Ninety Relationships valued over $ 145,000,000 in Market Value which generates over $ 1,000,000 in annual revenues. Achieved the New Business High Performer Award of the Year in 2018 and 2020.Achieved New Business Sales Results of over $ 161,000 in 2022.Achieved New Business Sales Results of over $ 153,000 in 2021.Achieved New Business Sales Results of over $ 240,000 in 2020.

Administration and Investment Management of Personal Trusts, Investment Management Agencies, Custody Accounts, Estate Planning and Employee Benefit Plans. Emphasis on serving High Net Worth relationships within the Key Private Bank Division of the Bank in servicing all of their financial needs. Management of over Eighty relationships valued over $ 500,000,000 in Market Value which generates over $ 4,000,000 in annual revenues. Achieved the Key Bank Signature Circle Award 2012 for Outstanding Relationship Service and Outstanding Sales Results with over $ 484,000 in New Business Sales Revenues and over 75 New Future Fee Appointments within Estate Plans where the Bank was named as Executor and Trustee. New Business Sales Revenues in 2013 of $ 460,000 along with over 60 New Created Estate Plans in 2013.

Greater Los Angeles Area And Beverly Hills

Management of a newly established Wealth Management and Personal Trust office with the emphasis on servicing High Net Worth customers within the Wealth Management – Private Bank Division of the Bank for all of their financial needs. Administration Management of Seventy – five relationships worth over $400,000,000 in Market Value which generates over $3,000,000 in annual revenues. Successfully recruited, trained and managed a senior staff of eight Personal Trust Officers, Fiduciary and Budget oversight of three offices, Financial Performance to Budget, New Business and Client Retention, Risk Management and Compliance, Administration and Investment Management of Personal Trusts, Investment Agencies, Estate Planning. Achieved the Regional Director of the Year Award 2009 for breaking existing Sales Records, Retained Client Relationship records and Budget Controls.

Graduate Trust And Investment Services, Honors

Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General