Summary

Executive Vice President and Trust Officer successful at providing the vision and leadership of a high performance national bank and trust organization with $1.1 billion in assets. Excellence in recruiting, developing, managing and retaining top-producing trust and estate sales professionals that enhance growth and maximize sustainability. Future goals include mentoring individuals striving for success in the trust and investment area.

FIRST NATIONAL BANK AND TRUST - BELOIT, WI                                                 

1978 - 2016

Executive Vice President and Trust Officer: 1992 – 2016

• Responsibilities include overall management of the trust and brokerage divisions
• Responsible for Bank Investment Portfolio
• Member and Secretary of the Board of Directors and Trust and Investment committee
• Monitors the banks liquidity and cash needs on a daily, monthly, quarterly, and annual basis or on an as-needed basis
• Ensures implementation of investment policy, recommending changes and making adjustments as needed to improve products and services for the bank and its customers
• Serves on Asset and Liability Management committee
• Oversee revenue generation
• Major Account Relationship Building & Retention
• Personally participate in the administration and management of selected accounts that are of a particular sensitive and/or complex nature
• Identify and lead new business opportunities
• Maintains business and social contacts in the Bank’s marketing area for developing and retaining new trust business
• Risk assessment planning
• Represent the bank in civic and community affairs

Vice President and Trust Officer: 1989 – 1992 

• Responsibilities include overall management of the trust company, account administration, and business development
• Functioned as an integral member of internal Trust Investment Committee and made key investment recommendations 
• Elected to Board of Directors

Assistant Vice President and Trust Officer: 1979 – 1989

• Promoted to oversee a diverse account base; served as point of contact for agencies, revocable living trusts, irrevocable trusts under agreement, testamentary trusts, charitable trusts, irrevocable life insurance trusts, and retirement accounts
• Managed all activities of the trust department with responsibility for personal trust account administration, portfolio management, operations, and business development.
• Interacted with estate planning attorneys, certified public accountants, financial consultants, investment advisers, and family wealth managers
• Reviewed portfolios, conduct analysis and present wealth plans of action on a daily basis
• Managed Trust investments

Bank Auditor: 1978 – 1979

• Reviewed bank practices and records for compliance with established internal policies and procedures
• Planned and prepared for audits
• Report audit findings and recommendations to management based on audit results 

Office of the Comptroller of the Currency - Eau Claire, WI  

1974 - 1978

National Bank Examiner

• Identify and report on a bank’s ability to follow protocols, keep records, and comply with all regulations.
• Examined loans, interest rate risks, capital, liquidity, wealth management, and banking laws and regulation compliance
• Interviewed employees and recorded findings
• Drew conclusions based on findings and recommended corrective actions

EDUCATION

Bachelor of Business Administration, University Of Wisconsin-Madison

PROFESSIONAL DEVELOPMENT

Chairman of the Board of Directors for American Red Cross (Beloit Chapter), United Way, Beloit Regional Hospice, and Wesley Willows.

Member of the Board of Directors for Rosecrance.