North Dakota Customer Service

OBJECTIVE:

Seeking a rewarding opportunity to bring together experience in compliance, estate, legal, tax and financial management. I am a client oriented professional who enjoys a challenging, mid-fast paced working environment where expectation of results are clear and a successful team is held to consistent accountability. I engage in open communication with a team whose end result is to produce best outcomes for clients of the company. A healthy work-life balance is ideal. EXPERIENCE:

Heartland Trust Company Fargo, North Dakota June 2024 - Present Trust Officer

• Execute comprehensive management and administration of various accounts, including Trust, Conservatorship, estates, IRA and investment accounts on behalf of clients.

• Manage administration of specialty interests such as real estate, mineral rights, etc.

• Collaborate with attorneys and CPAs of clients with mutual clients as needed.

• Develop client relationships and consistently provide an exceptional customer service experience in person, via phone and through written communication.

• Authorize transactions performed by Associates based on client requests and/or direction of Trust documents.

• Initiate contact with potential clients and develop expanded business relationships with clients and their families.

Shack Village, LLC Fargo, North Dakota March 2021 - March 2024 Property Director

• Managed student housing focused property of 364 units.

• Raised occupancy from 42% to 76% in my first 6 months of management.

• In the following year, lead a new team to raise occupancy further to 97%.

• Developed systems and processes for managing growth and compliance. MetroPlains Management, LLC Fargo, North Dakota June 2017 - 2021 Regional Manager

• Managed over 850 units of Low Income & Subsidized Housing properties including regulatory compliance, budgets, asset/capital investments, personnel, tenant issues and operations.

• Tasked with improving and writing policies and procedures and train staff to comply with all federal statutes and state and local law.

• Worked with entity ownership groups to strategize capital improvement schedule by preparing and presenting various financial models dependent on property, market, asset age.

• Responsible for financial oversight of each property including budgeting, cash projections, marketability, and financial analysis for presentations on property performance. Integreon Managed Solutions Fargo, North Dakota November 2015 - June 2017 Legal Consultant - Financi

Brianna J. McAleer

1114 8th Ave N Fargo, North Dakota 58102 *******.*.*******@*****.*** 701-***-**** Eide Bailly Fargo, North Dakota May 2014 - June 2015 Wealth Transition Services - Senior Associate

• Worked with senior partners of the WTS team to review Will and Trust documents and evaluate data involving client assets, income and liabilities in order to prepare calculations and flow-chart documents using various estate planning techniques including charitable planning, GRAT, IDGT, and Dynasty, formation/change in business structures.

• Prepared tax compliance documents for estates, trusts, gifts, private foundations and split interest charitable trusts.

• Assisted senior partners in client development and client retention by providing clients with best outcomes from a tax, legal, and personal family position.

• Successfully conducted legal tax research culminating in written or presentation materials for use within the firm and externally.

Helical LLC & GivingPointe Fargo, North Dakota May 2011 - June 2014 Advisor - Legal & NonProfit

• I began consulting with GivingPoint but due to the business closing, I continued on with clients remaining with the company as their consultant and opened up my work to include specialized legal services.

• Consulted with organizations and their leadership to develop best practices to meet the needs of fiscal and governance standards.

• Worked closely with high net worth individuals on the creation and ongoing administration and compliance of private family foundations.

• Provided basic estate planning services, non-profit and foundation services.

• Wrote articles and presented publicly on topics including foundation, tax and family transition planning.

EDUCATION:

University of ND, School of Law Grand Forks, North Dakota May 2011 Juris Doctorate

• Honors:

Juris Doctorate with Distinction

Associate Editor, North Dakota Law Review

The Colorado College Colorado Springs, Colorado May 2005 B.A. Economics

• Honors:

Academic and Leadership Scholar

Instituto Superior Quito, Ecuador

Spanish Immersion, Level 4

Jonkoping International Business School Jonkoping, Sweden Microeconomics & Business Studies

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