Management Manager

J. Michael Brown, JD

**** ******** *****, **, #23-703-***-****

Washington, D.C. 20009 *******@*******.***

Trust Market Leader

Proven ability to instill a proactive sales approach into traditional,

reactive client service cultures

Solutions-oriented, decisive change agent with the unique talent to

effectively balance fiduciary expertise with a sales/team approach to

existing clients and prospects. Consistent track record of meeting and/or

exceeding revenue goals in different organizations and locations while

ensuring consistent, responsive client experiences as well as regulatory

compliance. Skilled at designing and implementing change, developing high-

performance teams, and leading in a matrixed management environment with

multiple key priorities. Excellent mentor energized by educating associates

on fiduciary business and helping them achieve their professional goals.

Recognized for practical, commonsense solutions to technical dilemmas;

strong client service/relationships; and ability to diffuse challenging

client sensitivities. Qualification highlights:

( 14 years of progressively responsible trust leadership roles

with Bank of America successfully communicating and modeling BOA's

client and shareholder dedication to diverse associate populations.

( Experience managing teams through evolving corporate cultures

and business models including BOA/NationsBank mergers and PNC Bank's

acquisition of Riggs.

( Expertise in resource management and business channeling.

Championed centralization of small accounts to call-center environment,

enhancing earnings by driving business to most efficient client-service

mechanism. Led work restructures and promoted and implemented team

approach to client service and new business.

( Leader in client retention. Maintained 97% client retention

rate at PNC Bank since 2006 as Director of Trust and Planning. Stay

current with account management issues by managing personal book of

accounts.

Professional Experience

PNC BANK, NA, Washington, D.C. 2006 - Present

Director of Trust & Planning - Recruited to help integrate Riggs

franchise into D.C. market. Lead 8 vice presidents, an assistant vice

president, and 8 sales and service associates in delivery of trust and

estate administration in matrixed management environment. Oversee and

implement policies and procedures, chair administrative review committee,

and serve as trust officer on select, high-profile accounts. Serve as

bank's fiduciary representative in D.C. community.

. Fiduciary/Wealth Management Oversight: Hold full accountability for

fiduciary activities and delivery of trust/estate services for D.C.,

suburban Virginia, and Maryland offices. Utilize advisory planning

approach.

. Acquisition Integration: Played key role in transitioning Riggs's silo

approach to PNC's team approach model after its acquisition.

Eliminated excess staff, realigned resources, and properly channeled

legacy accounts while continuing to manage fiduciary aspects of

region's book of business.

. Work Restructures: Saved approximately $800,000 by

restructuring/eliminating staff in 2006 and 2008 to bring revenue and

account loads in line with gearing ratios.

. Account Management: Manage personal book of business totaling $42

million in assets and generating approximately $650,000 in annual

fees.

BANK OF AMERICA, N.A. (NationsBank) 1988 - 2001 ~ 2005 - 2006

Trust Team Leader (2005 - 2006), Palm Beach, FL - Rehired to assume

leadership of 11-member trust team managing 1000+ trust accounts

representing multiple jurisdictions. Left position when offered

opportunity to advance management and technical skills as PNC Bank's

Director of Trust and Planning in Washington, D.C. office.

. Acquisition Integration: Led successful local effort to integrate

legacy Fleet accounts after Fleet acquisition and accompanying Fleet

associate departure; added 525 new accounts and exceeded corporate

expectations for retaining asset base.

Private Bank Team Leader (2000 - 2001), San Francisco, CA - Supervised

five relationship managers responsible for delivering credit, fiduciary,

and investment services to high-net-worth individuals. Served as Private

Banking liaison to other lines of business. Left position to return to

East Coast.

. Policies & Procedures: Partnered with legacy BOA trust officers to

implement fiduciary policies and procedures.

. Change Management: Contributed to integration of California-based BOA

with NationsBank, predecessor of new Bank of America.

J. Michael Brown Page Two

Additional Professional Experience

BANK OF AMERICA, N.A. (continued)

Fiduciary Manager (1997 - 1999), McLean, VA - Promoted to lead nine trust

officers accountable for trust administration and fiduciary compliance.

Continued to chair administrative and investment review committee.

City Executive, Private Bank (1999 - 2000), Metro Washington, D.C. -

Managed and mentored four relationship managers delivering credit,

fiduciary, and investment services to high-net-worth individuals. Chaired

administrative and investment review committee.

. Account Management: As senior personal trust officer, managed personal

book of complex and diverse accounts.

. Risk Management: Assisted with loan portfolio reviews including risk

rating reviews.

Fiduciary Team Leader (1993 - 1997), Metro Washington, D.C. - Led all

trust administration and risk management. Oversaw diverse book of trust

accounts. Chaired administrative and investment review committee.

. Regulatory Compliance: Ensured compliance with fiduciary policies and

procedures by initiating and implementing a management control review

process.

. Business Planning: Facilitated implementation of multiple business

model adjustments to enable fiduciary staff to sell credit and

investment products.

Trust City Manager (1992 - 1993), Baltimore, MD - Established a new trust

office in Baltimore and served as primary liaison with other lines of

business. Provided trust administration to Private Banking.

. Sales Results: Exceeded revenue goals.

. Change Management: Played key role in transition of Maryland National

Bank to NationsBank.

Senior Trust Officer (1988 - 1992), Richmond, VA - Administered diverse

book of fiduciary accounts including trusts, estates, investment, and

custody accounts.

THE TRUST COMPANY OF VIRGINIA, Tysons Corner, VA 2003 -2005

Senior Vice President - Hired to open new office in D.C. area for

Richmond-based closely held trust company. Led business development and

trust administration. Served as Northern Virginia office's chief trust

officer.

. Start up & Expansion: Managed all aspects of new office opening from

locating and renting space to hiring associates and driving new

business. Led successful expansion effort.

. Audits: Consistently led office to attain successful state audits.

SUN TRUST BANK, Washington, D.C. 2001 -2002

City Trust Manager - Accepted position to return to East Coast.

Supervised 11 trust officers as primary fiduciary and compliance officer.

Due to unexpected physical problem, had to leave position two months

after taking it; took a year to fully recover.

Education & Professional Affiliations

JURIS DOCTOR

Campbell University School of Law, Buies Creek, NC

BACHELOR OF ARTS IN HISTORY

East Carolina University, Greenville, NC

NORTHERN VIRGINIA ESTATE PLANNING COUNCIL

WASHINGTON D.C. ESTATE PLANNING COUNCIL

Open to relocation for the right opportunity

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