Expertise

Personal Trust Middle Office Operations liaison between trust administration and trust operations, supervising the onboarding of new assets and reconciliation of assets custodied outside of Midwest Trust

Responsible for various management reporting and audit compliance working directly with the president and audit chair person

Experience

Joined Midwest Trust in 2010 after nine years at State Street Bank and Trust

Over 15 years of experience in the financial industry primarily in trust and investment management services

Education

BS in Management Accounting, Park University