
I have a very strong background in Trust Operations and Trust Administration. I have over 35 years of experience in banking with most of that specifically working with Trusts. I have mentored many colleagues as well as managed team members. Currently a Senior Trust Advisor. I also have a strong risk background.
Experienced in trust administration with oversight of approximately $1.5 billion in trust assets, ensuring compliance with regulatory standards and enhancing operational efficiency. Managed daily administrative tasks including discretionary decision-making and client review meetings, which contributed to improved client satisfaction and trust management processes. Developed accurate trust records that facilitated streamlined audits and reporting accuracy. Collaborated effectively with clients to assess financial needs, providing tailored solutions that reinforced client relationships.