Manager Management

WILLIAM L. BARNETT

CFSC (Certified Financial Services Counselor)

CRSP (Certified Retirement Services Professional)

*** *. ********* **., *********, PA 17601

E-Mail: *******.*******.***@*****.***, (H) 717-***-****

Expertise

. PERSONAL TRUST AND CHARITABLE TRUST AND FOUNDATION ACCOUNT

ADMINISTRATION

. QUALIFIED PLAN ADMINISTRATION

. PORTFOLIO MANAGEMENT

. NEW BUSINESS DEVELOPMENT

. CORPORATE AND BOND TRUST ADMINISTRATION AND OPERATIONS MANAGEMENT

. FULL SERVICE TRUST DIVISION MANAGEMENT AND COMMUNITY BANK TRUST

DIVISIONS

. EXPERT KNOWLEDGE OF ALL ELEMENTS OF MICROSOFT OFFICE SUITE

Professional Experience

First Commonwealth Bank-Trust Advisors, Indiana, PA-DuBois Regional Senior

Trust Officer

Vice President and Senior Trust Officer June

2014 to present

Responsibilities include:

. Administration and investment management of all personal trust and

retirement plan accounts

. Sales responsibility for all trust lines of business

. Investment management policy, strategy and asset selection

Trust accounting systems utilized: Metavante/My Trust Desk

Investment Performance System: Inform/Investment Scorecard

Ephrata National Bank Money Management Group, Ephrata, PA

Vice President, Senior Trust Officer and Department Manager

December 2008- December 2013

Responsibilities include:

. Administration and investment management of all personal trust and

retirement plan accounts

. Sales responsibilities for all trust lines of business

. Investment management policy, strategy and asset selection

ACCOMPLISHMENTS:

Grow assets under management: 35% in 5 years, leading division of twelve

team members

Grow revenue and assets at an average 7.5% rate annually

Trust accounting systems utilized: SunGard Charlotte

Investment Performance System: Inform/Investment Scorecard

The Juniata Valley Bank, Trust & Investment Management Division,

Mifflintown, PA

Senior Vice President and Division Manager January 2003-

December 2008

Responsibilities include:

. Accountable for all personal trust administration and management.

. Development of personal trust, investment management, and employee

benefit consulting.

ACCOMPLISHMENTS:

Implemented all new investment management policy, strategy and asset

selection

Grew assets under management 70% in 5 years, leading division of six team

members

Trust accounting systems utilized: SunGard Charlotte

Investment Performance System: Inform/Investment Scorecard

Waypoint Bank, n/k/a Sovereign Bank, PA

Vice President/ Manager Retirement Plan Services Unit August

2000- January 2003

Responsibilities include:

. Developed and managed qualified plan business

. Managed administration and investment, including all employer

investment updates and employee communications meetings

. Trust Accounting systems utilized: SEI

. Investment Performance System: Inform/Investment Scorecard

CoreStates Asset Management, n/k/a Wells Fargo Bank, Lancaster, PA

AVP, Relationship Officer & Portfolio Manager, Administrative Services

Nov 1996- August 2000

Responsibilities include:

. Relationship Officer for 55 personal trust and retirement plan

relationships.

. Portfolio manager for 14 individually managed accounts and sixty-

five participants; directed and managed qualified retirement plans

. Conduct all employer investment updates and employee communications

meetings throughout Mid-Atlantic region

Trust accounting systems utilized: SEI

Investment Performance System: Inform/Investment Scorecard

The York Bank & Trust Company, York, PA n/k/a M&T Bank

Vice President & Trust Officer Feb 1993-Nov

1996

Responsibilities include:

. Account relationship manager and administrator for 90 separate

relationships

Trust accounting systems utilized: SEI

North Carolina National Bank, Charlotte, NC, n/k/a Bank of America

Vice President, Group Manager, Employee Benefit Administration

July 1991- Nov 1992

Responsibilities include:

. Team Leader in Eastern Region supervising seven team members.

. Managed forty separate corporate relationships totaling $1.1B in

assets under administration.

. Project coordinator for various consolidation and development

projects.

Trust accounting systems utilized: AMTrust

Pittsburgh National Bank, Pittsburgh, PA n/k/a PNC BANK

Assistant Vice President/ Trust Officer, Employee Benefits Account Manager

July 1988-July 1991

Responsibilities include:

. Administered trust employee benefit services and provided sales

support and administration in development of the 401(k) product.

ACCOMPLISHMENTS:

While retaining full administrative responsibility, served as Manager of

Employee Benefit Operations. Managed 16 persons, re-aligning EB

operations responsibilities, establishing training regimen, and defining

and implementing a long-term strategy.

Trust accounting systems utilized: AMTrust

OTHER SYSTEMS:

Working knowledge of: M&I Trust Service n/k/a Metavante and FIS

EDUCATION

. University of Pittsburgh, Pittsburgh, PA

Bachelor of Science, College of Arts & Sciences -

Mathematics/Economics

. Pennsylvania State University-Attended Masters Degree in Business

Administration Program

PROFESSIONAL DEVELOPMENT/COMMUNITY SERVICE

. Former Director of Investment Management and Trust, School of the

Pennsylvania Bankers Association

. Graduate of PA Bankers Association Trust School

. Graduate of the ABA Graduate Trust School

. Member of Lancaster County and York County Estate Planning Councils

. Foundation Board of Ephrata Community Hospital

. 11 year member of Rotary Club

. Married with twin daughters

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