Description
Summary Nationally recognized Chief Compliance Officer and trust expert with a unique blend of 40 years' experience in fiduciary risk management, compliance, trust and estate administration, asset management, estate planning, legal counsel, and department management. In depth knowledge of all aspects of the fiduciary business and pertinent laws and regulations. Demonstrated ability to utilize first line practical experience, second line compliance expertise, and industry and regulatory contacts to develop creative solutions and implement strategic business initiatives in a compliant and risk managed manner.
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