Manager Vice President

Alison Westbrook

*** ****** *****, **********, ******** 19802

703-***-**** (h) ******.*.*******@*****.***

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Professional Experience

Wells Fargo Bank N.A.

Vice President, Trust Manager

**** - present

. Supervise nine trust officers managing 2000+ accounts, train and

mentor staff and provide guidance on trust and estate

administrative and legal issues. Have supervised as many as 23

trust officers in current role.

. Act as liaison between field partners, including wealth advisors,

brokers and financial planners, and trust administrators

. Work extensively with risk and audit departments to ensure account

compliance

. Work with other trust team managers to determine best global

approach to wealth management administration within the Wells Fargo

multi-state footprint

. Work with trust officers to profile accounts for new business and

referral opportunities

Branch Banking & Trust (BB&T)

Vice President, Relationship Manager, Trust Manager

2000 - 2008

. Reviewed documents associated with all new business and future

fees, and worked with outside planners to edit documents for

suitability to bank's policies and procedures, and administrative

style

. Personally directed the administration of the largest and most

complex estates, trusts under will, agencies and trusts under

agreement. Proactively administered highly sensitive accounts with

pending or ongoing litigation and consulted with outside counsel

regarding legal issues

. Allocated work and provided training, legal advice and guidance

for trust officers and staff.

. Top sales producer for BB&T in 2004

Northern Trust Bank of Florida N.A.

Trust Officer

Senior Tax Analyst, Trust Legal Department

1998 - 2000

. Prepared and reviewed complex fiduciary and estate tax

returns.

. Consulted on any tax-related legal matters.

. Involved in the entire trust and estate settlement process.

. Conducted internal training sessions and provided guidance to

tax staff.

. Represented Northern Trust Bank in meetings and audits.

. Interacted with attorneys, auditors, accountants, federal and

state tax authorities, clients, banks and insurance companies.

. Interpreted new laws and regulations on trust, estate, gift and

generation-skipping transfer taxation.

. Provided solutions to the most complex, highly sensitive trust,

estate, gift and generation skipping transfer tax problems.

Alison L. Goodman, P.A.

Attorney at Law

1995 - 1998

. Developed and managed a small law practice which included

preparing, reviewing and consulting on complex fiduciary and estate

tax products.

Education:

. University of South Florida, B.A., Economics, 1992

. St. Thomas University School of Law, J.D., 1995

. Villanova School of Law, LL.M., Taxation, 1996

. College of William and Mary, International Tax Academy,

Amsterdam, Fellow, 1994

. KPMG Meijburg, Amsterdam, Intern International Tax, 1994

Professional Affiliations:

. Florida Bar, Member in Good Standing since 1996

. Member of the Real Property, Probate and Trust Law Section of

the Florida Bar

. Attorney Member of Bar for the 11th Circuit Court of Appeals

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