Will Stott, Cfirs, Cste, Afim Email & Phone Number

• Directs the daily activities of the trust examination team• Coordinate with federal and state counterparts to ensure the timely scheduling and completion of joint examinations• Meet with banks and individuals interested in opening North Carolina chartered trust department and non-depository trust companies • Coordinates with the regulatory agencies of more than 15 states to effectively coordinate regulatory activities • Active committee member tasked with developing a Trust-focused examination curriculum

Raleigh-Durham, North Carolina Area;

• Examines the Management, Operations, Earnings, Compliance, Capital, Investments, Assets, and Accounts of bank trust departments and non-deposit trust companies• Ensures the safety and reliability of the trust financial system for the State of North Carolina• Works with key executives and board members to strengthen business and decrease risk exposure across both profit and cost centers• Created and installed a new report compilation process that reduced compilation time from more than one day, to less than one hour

Shelby, Nc

• Managed and developed in a fiduciary capacity the relationships for an assigned book of business • Active member of the following: Trust Investment Committee, Trust Administrative Committee, and Credit, Audit, and Regulation Committee• Redeveloped account administration processes to bring department into alignment with federal trust regulations

Raleigh, Nc

• Generated approximately $10.88 million of new revenue annually• Retained annually existing contracts worth an estimated $21.75 million • Achieved “Winner’s Circle” status multiple years• Maintained a region leading Top-4 customer loyalty ranking for five consecutive years• Developed and installed a unified, audit compliant data retention system for the district

Master'S Degree, Trust And Wealth Management

Ba, Economics

Investment Management

Completed a multitude of professional curriculum certification courses focused on Trust and Trust Compliance.