Experience

Adelphi Trust Company

• United States
• Financial Services
• 1 - 100 Employee

• Co-Founder & Chief Fiduciary Officer

  • May 2022 - Present



Raymond James Trust, NA

• St. Petersburg, FL

• Chief Fiduciary Officer

  • Jan 2013 - May 2022



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Sr Regional Fiduciary Manager

  • 2010 - 2012

  Responsible for all compliance, risk management and fiduciary issues for assets under management in the Private Bank. Managed Trust Advisors assisting high net worth clients with estate, trust and elder service planning. Responsible for all compliance, risk management and fiduciary issues for assets under management in the Private Bank. Managed Trust Advisors assisting high net worth clients with estate, trust and elder service planning.



Wachovia Trust

• Tampa, St Petersburg,Clearwater, Sarasota and Orlando

• Regional Trust Manager

  • 2005 - 2010

  Responsible for all compliance, risk management and fiduciary issues for assets under management in the Private Bank. Managed Trust Advisors assisting high net worth clients with estate, trust and elder service planning. Responsible for all compliance, risk management and fiduciary issues for assets under management in the Private Bank. Managed Trust Advisors assisting high net worth clients with estate, trust and elder service planning.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Trust Team Leader/Senior Trust Officer

  • 2001 - 2005

  Manage compliance, risk and fiduciary issues as well as administer 100 top tier wealth clients. Manage compliance, risk and fiduciary issues as well as administer 100 top tier wealth clients.



Fisher & Sauls, PA

• Attorney

  • 1994 - 2001

  Practice included estate planning, estate and trust administration, guardianship, elder law and residential real estate. Practice included estate planning, estate and trust administration, guardianship, elder law and residential real estate.