University of St. Thomas

Franklin & Marshall College

Mounds Park Academy

The Lawrenceville School

Palm Beach Day School

American Boychoir

Managing Director & Senior Vice President  at U.S. Bank Private Wealth Management

U.S. Bank Private Wealth Management

Managing Director & Senior Vice President 

Bank of America Private Bank

Senior Vice President

Wells Fargo

Vice President

Anchor Bank, a division of Old National Bank

VP- Private Client & Institutional Trust Advisor

•Administered trust, and investment management accounts for client relationships with varying degrees of complexity while managing and monitoring for adherence to governing instrument, compliance and legal standards.
•Provided investment management and trust services for individuals and families through oversight of trusts, estates, investment and custody accounts.
•Assisted other trust and investment personnel with servicing their existing client base and supporting the transitional activities surrounding the acceptance of new clients.
•Met with clients to assess needs, create and enhance business relationships and build and enhance business by recommending changes to existing relationship and enhancing their services.  
•Promoted in August of 2005 from Associate Client Relationship Officer

U.S. Trust

Client Relationship Officer

•Coordinated Sales, Marketing, Communications, Plan Administration, Trustee Services, Implementation Services and Investment Services information into one consolidated and concise response to request for proposals (RFP’s) and requests for information (RFI’s) for plans between $50 million and $1 billion in total assets.  
•Met with Clients on an annual frequency or greater, to discuss objectives and determine goals for 401(k) plan administration.  
•Performed analyses and daily reconciliation of plan value, participant activity, cash flows, and DDA clearing account for five different 401(k) plans while helping my team manage six other plans at any given time.
•Personally responsible for the administration of seven different company plans, and assisting team with their plans, and training new staff as needed.

Citi

Marketing & Communications Analyst

•Worked with junior client service representatives by teaching new product knowledge and the proper terminology associated with Fidelity’s products and services.
•Processed and controlled thousands of multi-million dollar incoming and outgoing trades within several of Fidelity Investments Institutional Money Market funds.  
•Provided exceptional client service to Institutional callers and brokers by responding to inbound calls, performing trade execution and acting as a customer service advocate.

Fidelity Investments

Cash & Liquidity Management Services Team Leader

Edward R. (Trey) Titcomb III- MBA