Estate Planning Attorney

TRUST OFFICER

SUMMARY OF QUALIFICATIONS

Dynamic, proactive, and dedicated professional, with broad-based background in managing trust accounts and supporting affluent clients in their wealth management. Demonstrate proven ability in working effectively with corporate and non-profit clients. Possess in-depth knowledge of legislative issues along with government and international policies. Has the ability to perform multiple tasks within fast-paced environments.

AREAS OF EXPERTISE

- Corporate Contract Negotiating

- Administrative Support and Service

- Public Relations and Marketing

- Strategic and Tactical Planning

- Account Management

- Client Relations and Retention

PROFESSIONAL EXPERIENCE

U.S. Trust-Bank of America Private Wealth Management, Minneapolis, MN

TRUST ADMINISTRATIVE OFFICER Jun 2007-Feb 2009

- Perform several operational tasks working collaboratively with clients in finalizing large estates

- Coordinate with clients to elaborate complex financial planning processes to lay people

- Oversee all transaction activities and co-sign bill payments as well as fiduciary distributions

- Support the CPA and attorney in filing estate tax returns and researching financial transactions

- Conduct interview to vendors providing clients with special services such as healthcare and cleaning services

- Negotiate with external and internal partners including attorneys and CPAs

- Examine client accounts of more than $5 million to identify frauds

Notable Accomplishments:

- Served as communication liaison between trust officers and affluent clients

- Provided assistance to estate settlement officer with valuation of tangible personal property, communication with real estate agents, division of estate property, and organization of estate sale

- Successfully acquired assets for new accounts as well as estate accounts

- Managed and cultivated relationships by preparing court filings, attending court hearings, and communicating with court-protected clients

- Acquired and developed proficiency in variety of trust administration software including Trust Web, AMS, PACE, Siebel, Trust Express, Maestro, and FIRST

Zomax Incorporated, Plymouth, MN

INSIDE SALES REPRESENTATIVE / MARKETING ASSISTANT 2006

- Sold supply chain, manufacturing, and fulfillment support services for publicly-traded international corporation

- Researched manufacturing and supply chain market with the aid of internal and external sources

- Interfaced between Legal, Customer Service, Production, and Scheduling departments

- Consulted contract details including pricing and delivery schedules

- Generated sales reports and maintained pipeline information using CRM software

- Collaborated with the Director of Marketing to develop targeted marketing strategies including direct mail, e-mail, and telephone campaigns

ORDER ADMINISTRATOR 2005-2006

- Contributed within complex organization of account, program, and project managers maintain ISO 9001 manufacturing certification

- Managed complex manufacturing orders with compliance to quality control and security protocols

- Received Closed Loop Corrective Action Certification

Bush / Cheney’04 Campaign for President of the United States, Des Moines, IA

IOWA FIELD REPRESENTATIVE 2003-2004

- Administered political organizations within 47 Iowa counties for presidential election campaign

- Successfully recruited and led 400 volunteers for campaign rallies

- Reported campaign events and political progress to senior campaign management

- Monitored distribution of 12,000 tickets for two Presidential campaign rallies

Notable Accomplishments:

- Spoke at several Iowa caucuses on behalf of the President’s campaign

- Obtained 105% of campaigns vote goal in applicable counties

- Organized campaign events for Vice President Dick Cheney, Mayor Rudy Giuliani, Secretary of Commerce Don Evans, and Congressman Tom DeLay

College Republican National Committee, Washington DC

COMMUNICATIONS DIRECTOR 2003

- Developed and implemented communications plan for national political youth convention

- Authored press releases for national media release

EDUCATION

JURIS DOCTOR (IN PROGRESS)

William Mitchell College of Law, St. Paul, MN

Dean’s List

Expected Graduation date: Jan 2010

BACHELOR OF ARTS IN GOVERNMENT / INTERNATIONAL AFFAIRS: 2003

Augustana College, Sioux Falls, SD

Dean’s List

Received Dybvig Leadership Award and Pro Musica Scholarship

PROFESSIONAL TRAINING

Completed training with topics including:

- Campaign Structure and Organization

- Voter ID and Targeting

- Developing a Persuasive Message

- Recruiting and Motivating Volunteers

- Precinct Organization

- Door-to-Door and Phones

- Fundraising-Finance Plan and Budget

- Get-Out-The-Vote (GOTV)

- Effective Debate Techniques

- Organizing Phone Banks

- Public Speaking

- Strategic Communication

ACTIVITIES

William Mitchell Student Ambassador

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