Experience

Arden Trust Company

• United States
• Financial Services
• 1 - 100 Employee

• Regional Trust Manager & Senior Vice President

  • May 2022 - Present

  Scottsdale, Arizona, United States Manage Arden Trust’s Arizona and California offices.

• Senior Vice President & Trust Officer Specialist

  • Jun 2013 - May 2022

  Scottsdale, AZ Began working for Reliance Trust Company of Delaware (name change to Arden Trust Company as of May 2019) due to their acquisition of Citigroup Trust Delaware, N.A. in June of 2013. Responsible for the administration of over 200 trust and estate accounts generating approximately $1.2 million in annual revenue. Retained the majority of my Trust clients during the transition to Reliance due to relationships built. Provide invaluable consultation to my Lead Trust Officer and co-workers on Trust… Show more Began working for Reliance Trust Company of Delaware (name change to Arden Trust Company as of May 2019) due to their acquisition of Citigroup Trust Delaware, N.A. in June of 2013. Responsible for the administration of over 200 trust and estate accounts generating approximately $1.2 million in annual revenue. Retained the majority of my Trust clients during the transition to Reliance due to relationships built. Provide invaluable consultation to my Lead Trust Officer and co-workers on Trust and system issues. Obtained the CTFA designation in 2000.



Citigroup Trust Bank- Delaware, N.A.

• Vice President and Trust Officer

  • Jan 2008 - May 2013

  Phoenix, AZ Handled all aspects of Trust and Estate administration while ensuring that the highest fiduciary guidelines were followed. Provided extraordinary service to Trust clients. Served as a rotating adjunct member of the Trust Account Review Committee which reviewed all discretionary distribution actions and new accounts. Worked diligently with Citigroup Trust and Reliance Trust Company of Delaware on various conversion projects due to Reliance's acquisition of Citigroup Trust in June 2013.



Citigroup Trust Bank-Delaware, N.A.

• Assistant Trust Officer

  • Jul 2000 - Dec 2007

  Scottsdale, AZ Assisted a Senior Vice President with the administration of Trust and Estate accounts in a growing trust office with a heavy influx of new accounts. Performed annual investment and administrative reviews, prepared discretionary requests and handled all system processing. Member of the Private Trust Users Group wherein I acted as a liaison between administration and operations to solve issues while creating and simplifying procedures.



Wells Fargo Bank Arizona, N.A.

• Trust Assistant

  • Apr 1996 - Jun 2000

  Mesa, AZ Assisted a Senior Vice President with the administration of Trust and Estates. Assisted with the establishment of a new Trust Office in Mesa, AZ. Performed various office management duties.



Citibank, N.A.

• Trust Administrator

  • Jan 1994 - Apr 1996

  New York, NY Responsible for the administration and portfolio management of over four hundred trust accounts. Portfolio Management included monthly reinvestment, balancing and investment reviews of trust accounts invested in Common Trust Funds.

• Trust Assistant

  • Jul 1989 - Jan 1994

  New York, NY Assisted and Supported Trust and Estate professionals with the administration of Trust and Estate accounts.