Usually estate and trust services involve a team of professionals: Certified Public Accountant (CPA), an attorney, a financial planner or investment advisor, insurance agent and
bank trust officer.
We accept nominations of professionals from all sides of the financial advisory industry, including registered investment advisers, registered representatives, financial planners, brokers, insurance agents, certified public accountants,
bank trust officers, firm executives and those working for industry organizations.
Not exact matches
Bank letters of credit and customer lists are usually enough to win the
trust of customers who initially express concerns about doing business with an unaudited company, claims chief financial
officer Henry Szabo.
2006.04.03 «Defending
Trust:
Banking for the 21st Century» Barbara Stymiest Chief Operating
Officer RBC Financial Group Canadian Club Luncheon Conference
Advising the new head of the Boardroom this season will be world - class business minds, including investment guru Warren Buffett, one of the most successful businessmen in the world; former Microsoft CEO and Los Angeles Clippers owner Steve Ballmer; Tyra
Banks, a supermodel, actress, TV host, producer, accomplished businesswoman and CEO of the Tyra
Banks Company and cosmetics brand, TYRA Beauty; actress, author and entrepreneur Jessica Alba, the founder and chief creative
officer of The Honest Company and Honest Beauty; and Schwarzenegger's
trusted confidante and nephew, prominent entertainment attorney Patrick Knapp Schwarzenegger.
He worked with Bankers
Trust Company as an associate (1993 - 1995), Korfez Securities (Garanti
Bank) as Co-Head of Research (1995 - 1997), UB Ulusal Securities (formerly SAMBA Saudi American
Bank) as Managing Director for research and asset management (1997 - 2000), Kent Securities as Deputy General Manager responsible for the asset management department (2000 — 2001), and ABN AMRO Asset Management as Chief Investment
Officer in Istanbul (2001 - 2004).
Before being elected Insurance Commissioner in 2000, Poolman served four terms in the North Dakota House of Representatives and was a
trust officer for the Bremer
Bank.
She was previously Executive Vice President, Personal Financial Services and Wealth Management, HSBC
Bank Canada and President and Chief Executive
Officer of HSBC
Trust Company (Canada).
- Ends - Press contacts Hilary McVitty BSA Head of External Affairs 020 7520 5926
[email protected] Victoria Bamber Press & Publications
Officer 020 7520 5927
[email protected] Notes to Editors BSA customer satisfaction research (first published on 7 October 2013)
Trust · 63 per cent of mutual customers say that they trust their provider to act in their best interests · 44 per cent of bank customers say the same of their pro
Trust · 63 per cent of mutual customers say that they
trust their provider to act in their best interests · 44 per cent of bank customers say the same of their pro
trust their provider to act in their best interests · 44 per cent of
bank customers say the same of their provider
Prior to joining Capital, he was a senior investment
officer for Boatmen's
Trust Co. and an investment research analyst for Boatmen's National
Bank in St. Louis.
He was Vice President, Senior Investment
Officer, and Chairman of the Investment Committee of the National
Bank and
Trust of Ann Arbor from 1974 to 1980.
From 1974 to 1979, he was an investment research analyst with the National
Bank of Detroit, covering a wide array of industries and from 1979 to 1983, he was the Chief
Trust Investment
Officer for the National
Bank and
Trust of Ann Arbor.
Before being elected Insurance Commissioner in 2000, Poolman served four terms in the North Dakota House of Representatives and was a
trust officer for the Bremer
Bank.
You also agree to notify us by the same means if you are or become: a) employed or affiliated with a securities brokerage firm,
bank, investment adviser,
trust company, insurance company or securities exchange; or b) an
officer, director, affiliate or 10 % shareholder of a publicly traded company.
An
officer or other employee of a
bank,
trust company, or credit union, who is expressly authorized by the institution to certify or guarantee signatures.
Prior to Credit Suisse First Boston, he worked at Bankers
Trust Company, where his last position was Managing Director and Chief Operating
Officer for the
Bank's derivative business.
Charles Eckberg Active in real estate since 1975, Mr. Eckberg has managed the 15,000 - acre Hollister Ranch Owners Association residential development and served as a Senior
Trust Real Estate
Officer for Security Pacific
Bank and the
Bank of America.
It contains the full text of basic
banking laws and implementing regulations; agency official bulletins, guidance and advisory opinions; and comment rulings on safety and soundness topics such as application procedures, branches, capital, directors and
officers, loans, and
trust services.
Richard M. Borden, who recently joined Robinson + Cole's expanding Data Privacy + Security Team in the firm's Hartford office, has an inside understanding of these concerns, as he previously served as the chief privacy
officer and chief information security privacy counsel of Depository
Trust & Clearing Corporation (DTCC) and senior vice president and assistant general counsel at
Bank of America.
Our dispute resolution team is counsel to multinational corporations, financial institutions,
banks, funds, insurers,
trust companies and governments as well as private individuals, directors and
officers.
Before joining Orrick, Ed was a partner of Schulte Roth & Zabel LLP; a Senior Vice President, the General Corporate Counsel, Corporate Secretary and AML Compliance
Officer of Fiduciary
Trust Company International (an FDIC insured
bank and subsidiary of Franklin Resources, Inc.); and a partner of K&L Gates LLP.
The gist of these new kinds of relationships is that the cost of
trust (heretofore provided by notaries, lawyers,
banks, regulatory compliance
officers, governments, etc...)
Accomplished, articulate and savvy
Trust and Investment
Officer with experience driving profitable growth within the
banking industry's challenging and competitive market.
Early Career Banco Popular North America, Chicago IL, AVP, Branch Manager 1996 - 2003 Banco Popular Northa America Chicago, IL Teller Operations Manager 1994 - 1996 Pioneer
Bank &
Trust, Lane Financial Group Small Business Development
Officer 1992 - 1994
Pre 1995: Assistant Vice President — First Port City
Bank, Bainbridge, GA Consumer Loan Manager — Tri County
Bank, Royston, GA
Bank Officer — NationsBank, Hartwell, GA Loan
Officer — Farm Credit, Americus, GA Courier Teller — Athens Federal Savings
Bank, Athens, GA Teller — First Port City
Bank, Bainbridge, GA Teller / ATM Maintenance — First State
Bank and
Trust, Valdosta, GA
Brotherhood
Bank &
Trust, Kansas City • KS 2006 — 2009 Assistant Vice President, Consumer Loan
Officer Provided training of computer programs for consumer and mortgage lending to personal bankers and provided counseling to consumers in loan products.
First
Bank and
Trust, Carnesville • GA 1995 — 2001 Assistant Vice President; Security and CRA
Officer Developed and serviced loan portfolio derived from home purchase and improvement, raw land development, construction, and business needs.
Worked as CFO / Deputy Director at Department of Technology Services, City, CA; Vice President at E California
Bank &
Trust, City, CA; Assistant Vice President at Wells Fargo
Bank, City, CA;
Banking Officer / Manager — Great Western
Bank, City, CA; Financial Consultant — First Affiliated Securities, City, CA
Tags for this Online Resume:
Banking Industry, Account Management, Management, Mortgage Loans, Sales, Equity, P&L, Wholesale, Business Development, New Business Development, Business to Business Sales, Business to Business Sales Management, Region Sales Manager, Treasury Services, Corporate Payments,
Trusted Advisor, Relationship Management, Tresury Management
Officer, B2B Payments, Commercial Card Sales, Cash Management, Relationship Manager, Client Experience Manager, Radionics, ePayables, Vice President
SunTrust
Bank (Ft. Lauderdale, FL) 01/1991 — 11/1997
Trust and Investment Services Specialist II • Provided specialized administrative support to trust officer within the Probate Division of the Trust Department • Held responsibility for composing critical correspondence, monitoring overdrafts and payments, and various accounting functions including determination and adjustment of cost basis and preparation of accounting and distribution schedules • Started as secretary for Executive Vice President of Trust New Business Department, later transferring to Trust Administration Department as a Trust Specialist I with a subsequent promotion to Trust Speciali
Trust and Investment Services Specialist II • Provided specialized administrative support to
trust officer within the Probate Division of the Trust Department • Held responsibility for composing critical correspondence, monitoring overdrafts and payments, and various accounting functions including determination and adjustment of cost basis and preparation of accounting and distribution schedules • Started as secretary for Executive Vice President of Trust New Business Department, later transferring to Trust Administration Department as a Trust Specialist I with a subsequent promotion to Trust Speciali
trust officer within the Probate Division of the
Trust Department • Held responsibility for composing critical correspondence, monitoring overdrafts and payments, and various accounting functions including determination and adjustment of cost basis and preparation of accounting and distribution schedules • Started as secretary for Executive Vice President of Trust New Business Department, later transferring to Trust Administration Department as a Trust Specialist I with a subsequent promotion to Trust Speciali
Trust Department • Held responsibility for composing critical correspondence, monitoring overdrafts and payments, and various accounting functions including determination and adjustment of cost basis and preparation of accounting and distribution schedules • Started as secretary for Executive Vice President of
Trust New Business Department, later transferring to Trust Administration Department as a Trust Specialist I with a subsequent promotion to Trust Speciali
Trust New Business Department, later transferring to
Trust Administration Department as a Trust Specialist I with a subsequent promotion to Trust Speciali
Trust Administration Department as a
Trust Specialist I with a subsequent promotion to Trust Speciali
Trust Specialist I with a subsequent promotion to
Trust Speciali
Trust Specialist II
The regulatory scrutiny of
banks will be a boon for real estate investment firms for the foreseeable future, according to Barry Sternlicht, chief executive
officer of Starwood Property
Trust, a Greenwich, Connecticut - based mortgage REIT.
Home inspectors, mortgage brokers and agents, home stagers, lawyers, appraisers, loan
officers at
banks and
trust companies, surveyors, legal clerks, movers, renovators, window blind makers and everybody you can think of is in the blast of business that is set off when a real estate agent pulls the trigger on the sale of a home.
Brines is the chief investment
officer for the CitizenTrust Wealth Management and
Trust division of Citizens Business
Bank.
Prior to joining NPV Advisors, Ms. Thatcher was employed with ABN AMRO
Bank, where she was a
Trust Officer in the Asset Backed Securities Group.
Private -
banking clients are usually more attracted to deals in major cities, said William Fuhs Sr., the former chief executive
officer of New York Private
Bank &
Trust, who now advises family offices on real estate investments.
In separate prosecutions by federal attorneys in Philadelphia and Wilmington, Wilmington
Trust loan
officers have been convicted and imprisoned for accepting bribes for making improper loans during the
bank's last years.