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.