Turn everyday individuals and families into philanthropists. Make it easy for companies to give back to their communities and engage their employees. Be a resource for local nonprofits so they can spend their time serving. Create operational excellence.

Utilized extensive experience in wealth manage and trust administration to provide services on an as needed basis. Specific engagements include guiding new trustees as they establish their business model, manage tax season multi-state, privately-owned trust company, assisting in the development of a new client statement, and serving as an expert witness in a trust administration case.

Managed key aspects of trust operations and administration (including successful 2014 trust accounting system conversion) while continuing to play a significant role in the development and oversight of the firm's trust services and also developing and managing client relationships

Developed and executed the business strategy to create an Atlanta presence for Synovus Trust Company, N.A. based on providing personalized, top-tier service to middle-market clients ($1 - $20 million) through widespread delivery of consistent message to key centers of influence, delivery of quality service, local decision-making and hiring of key players

Responsible for the identification, design and implementation of new products and services for personal and institutional trust business lines, leading project teams which developed and implemented 5 major products in 2 years, while serving as key participant in major strategy initiatives for Private Client Services and championing a CRM initiative resulting in the purchase, customization and implementation of a CRM system

Managed teams of relationship managers as well as client relationships, including creating and managing a unique division within SunTrust's Atlanta office which was designed to profitably and efficiently provide high quality, personalized service to a select group of clients, earning the highest ratings on the 1998 client satisfaction survey of all Atlanta Personal Trust divisions