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Self-motivated senior-level journalism management professional with significant years of relevant experience, related proficiencies and a background in syndication, new media and publishing. Detail?oriented individual who exemplifies professionalism, and an ability to manage multiple projects and tasks at any given moment. Demonstrated history of successful department administration and effective issue resolution, while providing high-quality reporting to executive management as well as facilitating efficient production and distribution operations. Highlighted leadership qualities and the ability to work with and manage individuals from varying backgrounds, while promoting team values. Driven partner eager for professional growth, increased responsibility, and the opportunity to leverage extensive technical knowledge, content analysis, social media utilization and brand development expertise ? along with an entrepreneurial spirit ? within the performance-based work culture of a growing organization.
Wells Fargo Bank (formerly Wachovia and First Union) ([Insert City, State]) 11/1997 ? Present
Assistant Vice President / Trust & Fiduciary Specialist / Estate Settlement Group / Wealth Mgmt. (04/2001 ? Present)
? Managing deceased grantor trust accounts and estates, Agent for Personal Representative and Agent for Trustee accounts, Successor Trustee account.
? Work diligently on retention of sales goals, new business sales goals, training goals and promotion of estate settlement monthly goals.
? Daily contact with attorneys, beneficiaries, real estate officers, CPA, Financial Advisors, and Trust Tax Officers.
? Prepare distribution schedules for partial and final distributions. Prepare Estate Checklist for the Tax Department for taxable estates for the preparation of the 706 Estate Tax Returns and Post-Mortem Plans. Prepare closing packages for Trust Operations Closing Unit.
? Monitor due diligence process to make sure that all of the accounts are in compliance with Wells Fargo compliance guidelines as well as updating accounts for internal and external audits.
? Handle various estates in which have Spanish-speaking beneficiaries.
Trust Associate III ? Wealth Management Group / Probate Unit (11/1997 ? 04/2001)
? Supported five Trust Officers handling the estate administration of over 45 estates and deceased grantor trust accounts.
? Responsibilities include: Account opening of new estates from inception to closing, collection and booking of assets, distribution of assets to beneficiaries, correspondence to beneficiaries, attorneys and accountants, payment of outstanding debts of the decedent and safe deposit box inventory.
? Handled daily calls, preparing distribution schedules; submit closing papers to the Closing Department for final distribution of the accounts.
? Assisted the real estate department with the appraisals of the personal property and real estate and any related matters.
? Monthly monitoring of the Reg 9 Reviews of all the trust accounts.
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 Specialist II
University of Puerto Rico (Rio Piedras, PR) 05/1984
B.A. ? Business Administration
CTFA Designation (11/2002) ? Certified Financial Planning Program Certificate (Financial Planning, Insurance, Investments, Tax, Retirement Planning & Employee Benefits and Estate Planning ? 09/2000)
Professional Development and Association
ABA Graduate National Trust School (1st and 2nd) ? Cannon Trust Advance Seminar ? First National Bank ? Florida Trust Academy ? Broward County Community College ? Financial, Accounting, Economics and Law Courses ? American Bankers Association Courses ? Trust Business, Trust Operations and Trust Investments ? 1st Year of Florida Trust School ? Florida Bankers Association
Lotus 123 ? Sungard Trustware II ? NCS Trust ? Microsoft Office ? Lotus Notes ? Spanish / English Fluency