Experience

Bryn Mawr Trust

• United States
• Investment Management
• 200 - 300 Employee

• Vice President/Manager of Fiduciary Services

  • Jun 2012 - Present

  Berwyn, Pennsylvania, United States • Manage team of 12 client service associates supporting over 50 functions serving approximately 50 client facing advisors in the Wealth Management Division. • Lead project manager for the Wealth Division, familiar with both Agile and Waterfall methodologies. Successfully ran 3 core-accounting system conversions and the implementation of a bank-wide client relationship management (CRM) system. Provided hands-on, small group training to over 150 individual Wealth Division employees who… Show more • Manage team of 12 client service associates supporting over 50 functions serving approximately 50 client facing advisors in the Wealth Management Division. • Lead project manager for the Wealth Division, familiar with both Agile and Waterfall methodologies. Successfully ran 3 core-accounting system conversions and the implementation of a bank-wide client relationship management (CRM) system. Provided hands-on, small group training to over 150 individual Wealth Division employees who successfully adopted the CRM system. • Built first-ever “middle office” for the Division providing centralized support of complex processes for all client facing advisors. • Revamped entire administrative and investment account review process resulting in each client facing employee saving upwards of 40 hours of time/year. • Creates and develops processes and procedures touching advisors ranging from Disaster Recovery plans, annual project plans, implementation of systems upgrades, and wire transfers. Successfully implemented procedures for the handling of unique, non-marketable securities held in Division accounts. • Implemented adoption of a document retention and filing system in 2014 saving substantial time/cost to the Division and leading to more organized document storage and retention policies. • Lead contact for all internal audits and external examinations of the Wealth Management Division. Provide timely and accurate deliverables to auditors and examiners and meet with them to answer any process related questions. • Implemented a Wealth Management Division cash sweep program which not only increased deposit figures on the bank’s balance sheet but provided WMD clients with an overall higher rate of return on cash equivalent investments. • Revamped the Wealth Management Division’s client onboarding process, leveraging technology (DocuSign and FIS Addvantage) and designing advisor friendly materials for use in performing prospect and client due diligence.

• Investment Associate

  • Jan 2010 - May 2012

  • Lead primary stock trader for department, placing trades with brokers, taking client trade orders by phone and executing them, analyzing daily market trends, and advising investment officers of trends • Prepared investment proposals for prospective clients and sell these ideas in person • Researched and proposed potential new investments to the department, which involved research of mutual funds, fund managers, stocks, and bonds all while analyzing current market trends • Conversion… Show more • Lead primary stock trader for department, placing trades with brokers, taking client trade orders by phone and executing them, analyzing daily market trends, and advising investment officers of trends • Prepared investment proposals for prospective clients and sell these ideas in person • Researched and proposed potential new investments to the department, which involved research of mutual funds, fund managers, stocks, and bonds all while analyzing current market trends • Conversion Team Member who assisted in recent conversion to a new trust accounting software system. Spearheaded meetings regarding upcoming conversion events and delegated tasks to members of the team. Played a major role in pre and post conversion trouble shooting • Daily communication with external clients in person and via telephone



Shirk & Mejia

• Paralegal

  • Jan 2008 - Jan 2010

  Ephrata, PA • Worked primarily in Estate and Trust Administration including preparing Pennsylvania Inheritance Tax return and Federal Estate Tax return documents • Participated in daily communication via telephone and in person with estate and trust clients • Prepared all paperwork for residential and commercial real estate transactions • Closed real estate transactions with loans of up to $45M



Smoker Gard Mersky, LLP/Susquehanna Land Exchange, LLC

• Paralegal

  • Apr 2005 - Jan 2008

  Lancaster, PA • Assisted attorneys practicing in Real Estate, Bankruptcy, Civil Litigation, and Collections • Prepared all paperwork including title binders, and reviewed title searches for real estate settlements including residential purchases, refinances and entity property/shares transfers • Involved in daily correspondence with external clients, both in person and by telephone • Conducted settlements and reviewed loan documents with clients • Worked for the firm’s title company and prepared… Show more • Assisted attorneys practicing in Real Estate, Bankruptcy, Civil Litigation, and Collections • Prepared all paperwork including title binders, and reviewed title searches for real estate settlements including residential purchases, refinances and entity property/shares transfers • Involved in daily correspondence with external clients, both in person and by telephone • Conducted settlements and reviewed loan documents with clients • Worked for the firm’s title company and prepared all title insurance policies Show less