Description
Experienced with computer systems and interfaces with brokerage firms, banks and outside advisers. Knowledgeable with Advent/Axys/Moxy products and systems. NATIONSBANK OF TEXAS, N.A. Dallas, TX 1995 - 1997 Vice President, Relationship Manager Personal Trust & Private Client Banking Services Generate new business for trust, investment and loan products targeted at the wealth market. Exceeded sales goals resulting in top 10 performers in national ranking for sales revenue. Manage 120 high net worth trusts, agency and custody accounts generating over $1.8 million in annual fee revenue, with attrition rate of less than 1% annually. * Manage numerous commercial and high net worth personal banking clients providing customized financing, banking services, investment alternatives and trust services. * Expanded relationships by working with attorneys, CPA's and family members to generate referrals and to secure additional account appointments. Vice President 1990 - 1995 Personal Trust and Investment Services Managed 150 high profile, high net worth trust, agency and custody account generating over $1.5 million in annual revenues. Managed and supervised support staff of five employees in department.
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