- 20+ years in Private Banking and Trust
- Worked with individual clients regarding trust and estate planning
- Represented a large financial institution as Personal Representative in several estates
- Managed a team of trust officers
- Handled Compliance issues for Southwest Florida
- Served as President of the Foundation for a large financial institution, with 4 community representatives
- Worked with non-profits regarding grant requests
- Handled budget management for a telecommunications firm
- Total attention to detail
- Complete confidentiality
- Reliable and accurate
- Excellent listening skills
- Sensitive to your schedule
- Appreciates working with time constraints and deadlines
- Bachelor of Science Degree in Mathematics from Kansas State University
- Completed National Graduate Trust School at Northwestern University
- Former Board Member of Pines of Sarasota Foundation
- Formerly a member of Planned Giving Committee for the Education Foundation of Sarasota County
- Adult Learner Scholarship Committee for the Community Foundation of Sarasota County
- Participate in grant reading as a volunteer
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