Special Needs Trust Administration and Business Development. Trust services for small trusts.

Marketed, built, and managed an Elder Services practice on the Trust and Fiduciary platform for Central Florida. Within 9 months, built the largest Elder Services practice in Florida, generating $200K in fees on Assets Under Management (AUM) of $10M.* Relationship Management - Achieved 100% client retention rate. Delivered personalized wealth and life management solutions to high net worth individuals and seniors with $1,000,000+ AUM, including trust administration, asset management, estate planning, and life management services-annual revenue of $430K. * Business Development - Grew revenue by 28%; expanded existing client relationships by introducing private banking, planning, brokerage, trust, and elder services to clients. Built a pipeline of prospects and new clients through partnerships with internal team members and Centers of Influence. * Brand Building - Enhanced brand awareness of Wells Fargo's Strategic Business Segments, including Elder Services and Special Needs Trusts, through speaking engagements, participation in conferences, sponsorships, and building a network of senior resources.

Fiduciary administration and compliance oversight for Personal Trust, Investment, and IRA accounts for high net worth clients.* CRM - Key member of team that managed 100 relationships with $320M AUM.* Issues Resolution - Resolved complex fiduciary issues and asset exceptions, analyzed discretionary distributions, completed administrative reviews, and performed internal control audits.* Process Improvement - Developed and refined business processes and fiduciary policies through participation on numerous committees and advisory teams, including successful implementation of on-line tools for discretionary actions, investment policy statements, administrative reviews, and client communications; established new and revised policies and procedures.* Process Improvement - Created new process for documenting pledges in fiduciary accounts which was adopted by the entire trust company, thereby ensuring distributions were made with appropriate approvals.* Project Management - Led the Orlando office through a successful and efficient conversion of almost 500 accounts to the Wells Fargo trust centers as well as the conversion of trust systems in 2010.* Staff Development - Supervised and mentored trust associates; trained team members to ensure accounts were administered in accordance with governing instruments, fiduciary law, and internal policies/procedures.

Managed 90 Trust, Investment, and IRA relationships for high net worth clients which generated $1.8M revenue; exceeded annual new business goals by 10% per year on average.* CRM - Achieved consistent client retention rate of greater than 95% by building deep relationships with clients while providing comprehensive wealth management and estate planning solutions.* Trust Administration - Point person in Florida for Intangible Tax Trusts and Special Needs Trust; solid expertise in fiduciary administration, investment management and wealth planning.* Brand Building - Expanded brand awareness of the trust department in the community through involvement in professional and non-profit organizations, and partnerships with Centers of Influence.* Special Project - Developed the process and implemented two money market conversions for the entire Wells Fargo Trust Company, increasing annual revenue to the bank by $2.5M.* Staff Development - Trained Trust Officers and Trust Associates in programs, including Estate Planning for Marital Deductions, Wells Fargo Trust Academy classes, and internal policies and procedures.

Assisted regional trust manager and trust officer.

Analyzed profitability of resort programs and pricing strategies. Prepared financial reports and budgets, controlled and explained variances for the Golf Resort, Polynesian Hotel, and the Walt Disney World Golf Classic Tournaments.