Experience

Bank of Clarke

• United States
• Financial Services
• 1 - 100 Employee

• CHIEF FIDUCIARY

  • Jul 2021 - Present

• BANK LEGAL COUNSEL - INTERNAL

  • Jul 2021 - Present



The Fauquier Bank

• Warrenton, Virginia

• Director of Trust Svcs. / Corporate Counsel

  • 2019 - 2021



Bulkley Richardson

• United States
• Law Practice
• 1 - 100 Employee

• Founder Trustee Services

  • 2014 - 2019



U.S. Trust

• Financial Services
• 700 & Above Employee

• Market Trust Executive

  • 2004 - 2014

  -Served as corporate executive responsible for fiduciary matters; -Provided legal oversight to fiduciary officers on top-performing team; -Recipient of Fiduciary Excellence Awards; -Member of national investment and fiduciary governance committees; -Supervised work of outside counsel on trust-related matters; -Advised individual fiduciaries, grantors, beneficiaries; -Formulated recommendations for exercise of discretion by corporate trustee; -Served as member of Market President's committee for grant-making and institutional philanthropy; -Named to U.S. Trust proficiency program for top fiduciary advisors nationally. -Top ranked in multiple business cycles. Show less