Experience

• 

  Commercial Bank of Texas

  • Retired Senior Vice President and Trust Manager

    • Jun 2006 - Jun 2016

    charged with marketing the department in addition to administration of accounts. Advises customers on estate planning issues and planning ideas. Responsible for overseeing the investments of the department and development of new personnel.

• 

  American National Bank of Texas

  • Vice President & Trust Officer

    • 2005 - Jun 2006

    charged with marketing trust and wealth management services to Dallas and Collin County professionals. Administered the most difficult estates and trusts and performed estate planning for customers and prospects of the bank. Advised Trust Manager on the operation and compliance of the Trust Div...

• 

  NAEPC

  • Past President

    • 2004 - 2005

    Heading a national organization of over 250 local estate planning councils with over 25,000 individual members.

• 

  Brown Brothers Harriman Trust Company of Texas

  • Executive Vice President and Chief Operating Officer

    • Jan 1999 - Jan 2003

    charged with marketing the department. Responsible for management of the department, and administration of accounts.

• 

  First State Bank of Texas

  • Senior Vice President and Trust Officer

    • Jan 1997 - Jan 1999

    charged with marketing the department from the twenty one various banking centers. Responsible for management of the department, administration of accounts and development of personnel.

• 

  North Dallas Bank & Trust Co

  • Senior Vice President and Trust Manager

    • Jan 1988 - Jan 1997

    charged with bringing the department into and profitability regulatory compliance. Responsible for management of the department, administration of accounts, marketing, review of legal instruments, estate planning and the development of the personnel.

• 

  Nations (NCNB

  • Senior Vice President

    • Jan 1982 - Jan 1988

    charged with restructuring the department for profitability and to comply with regulatory compliance. Responsible for management of the department through changing ownership, administration of accounts, marketing, review of legal instruments and financial planning.

• 

  Mtrust (Mercantile)

  • Vice President

    • Jan 1970 - Jan 1982

    charged with management of the Estate Administration section of Personal Trust. Handled the largest and most complex estates along with working with the attorneys for the department.