Description
PROFESSIONAL SUMMARY Successful Leader/Strategic Planning/Excellent Communicator/Accounting and Finance Accomplished professional with almost two decades of comprehensive, in-depth experience working with trust management, estates, guardianships, and in other fiduciary administrative roles. Long history with emphasis on all facets of relationship management with client's and other professional advisors, including attorneys, CPA's, investment advisors, and care management individuals. Adherence to proper legal standards, including pleading preparation and court appearances, accounting and assist with tax preparation, investments oversight, including securities, real property and other tangible assets, as well as overall case management with over eighty clients and $2000M assets under management.
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