Professional Overview
Over 48 years of banking experience in all aspects of the corporate trust business. Currently providing training, consulting and expert witness services for corporate trust providers and related parties. Has extensive experience in delivering training in domestic and global markets. Actively involved in industry initiatives currently serving on the ABA Corporate Trust Committee with a long history of speaking at industry events and conferences. Actively engaged in providing expert witness services only in defense of Trustees. Has a wide range of experience in managing staff, growing the business, controlling risks and selling to clients.
Personal skills include excellent speaking ability, good organizational skills, and written abilities. Outstanding technical knowledge of the corporate trust business plus the unique talent to convey information to others in an engaging and understandable manner. Proven training ability as demonstrated for 20+ years of training for Cannon Financial Institute for their Corporate Trust Schools and at Deutsche Bank for 7.5 years training globally. Also performed as training manger for First Union and Bank of America.
Corporate Trust Insights, President, 2010-present
Deutsche Bank (Deutsche Bank National Trust Company) - 2002-2010
First Union National Bank- 1999-2002
Reliance Trust Company- 1997-1999
First Trust of Illinois 1996-1997- Sales person for developing municipal and escrow business.
Bank of America- 1994-1995- Training Manager for corporate trust business nationwide until the business was sold in 1995. Served on conversion team for the transition.
Harris Trust and Savings Bank- 1993-1994- Acted as Manager of Administration responsible for 15 staff. Initiated and managed conversion to new system and acquired escrow business from other area of the bank.
First National Bank of Chicago- 1986-1993- Manager of Administration with staff of 41 and revenue stream of $16million. Developed new business in structured finance. Actively served as chairman of the ABA Corporate Trust Workshop for 3 years.
Continental Bank- 1972-1986- Assistant Manager of corporate trust responsible for 25 staff members. Actively developed new business for single family mortgage revenue bonds and managed mortgage custody function.
Education
MBA Finance, Loyola University
BA Political Science, Monmouth College graduated Cum Laude
CCTS (Certified Corporate Trust Specialist)
Professional Activities
Served on Institute of Certified Bankers (ICB) Advisory Board
Member of ABA Corporate Trust Committee
Independent contractor delivering training for Cannon Financial Institute
Over 48 years of banking experience in all aspects of the corporate trust business. Currently providing training, consulting and expert witness services for corporate trust providers and related parties. Has extensive experience in delivering training in domestic and global markets. Actively involved in industry initiatives currently serving on the ABA Corporate Trust Committee with a long history of speaking at industry events and conferences. Actively engaged in providing expert witness services only in defense of Trustees. Has a wide range of experience in managing staff, growing the business, controlling risks and selling to clients.
Personal skills include excellent speaking ability, good organizational skills, and written abilities. Outstanding technical knowledge of the corporate trust business plus the unique talent to convey information to others in an engaging and understandable manner. Proven training ability as demonstrated for 20+ years of training for Cannon Financial Institute for their Corporate Trust Schools and at Deutsche Bank for 7.5 years training globally. Also performed as training manger for First Union and Bank of America.
Corporate Trust Insights, President, 2010-present
- Providing training, consulting, and expert witness services for the corporate trust industry.
- Speaking at conferences and off-sites.
- Reviewing risk procedures and strategic planning.
- Author, "Corporate Trust: A Partner in Finance" (Hudson River Publishing, 2014)
Deutsche Bank (Deutsche Bank National Trust Company) - 2002-2010
- Provided global training for entire corporate trust business to include traditional bond trustee services; structured finance ABS, MBS and CDOs; custody; global equities ADRS and offshore directorships for trusts and Special Purpose Vehicles in tax advantaged locations worldwide.
- Established the regional Chicago office for municipal and escrow services and grew the business to $2million in revenue with 5 total staff.
First Union National Bank- 1999-2002
- Served as Corporate Trust Training Manager designing and delivering training for over 9 regional offices in addition to managing a training staff of three.
Reliance Trust Company- 1997-1999
- Served as expert witness on cases involving trustees to defend their position in litigation.
- Actively delivered training to over ten corporate trust provider organizations from large institutions to smaller banks.
- Provide consulting services to several organizations to help them grow their business as well as render written consulting analysis of business initiatives.
First Trust of Illinois 1996-1997- Sales person for developing municipal and escrow business.
Bank of America- 1994-1995- Training Manager for corporate trust business nationwide until the business was sold in 1995. Served on conversion team for the transition.
Harris Trust and Savings Bank- 1993-1994- Acted as Manager of Administration responsible for 15 staff. Initiated and managed conversion to new system and acquired escrow business from other area of the bank.
First National Bank of Chicago- 1986-1993- Manager of Administration with staff of 41 and revenue stream of $16million. Developed new business in structured finance. Actively served as chairman of the ABA Corporate Trust Workshop for 3 years.
Continental Bank- 1972-1986- Assistant Manager of corporate trust responsible for 25 staff members. Actively developed new business for single family mortgage revenue bonds and managed mortgage custody function.
Education
MBA Finance, Loyola University
BA Political Science, Monmouth College graduated Cum Laude
CCTS (Certified Corporate Trust Specialist)
Professional Activities
Served on Institute of Certified Bankers (ICB) Advisory Board
Member of ABA Corporate Trust Committee
Independent contractor delivering training for Cannon Financial Institute