JPMorgan ChaseFiduciary Account Officer
Jul. 2002 - Nov. 2006JPMorgan Private Bank, New York, New York- Officer position responsible for the on-going administration of high-net worth Private Banking personal trust accounts. - Prepared and presented requests to the Trust and Investment Committee for matters such as: account openings and closings, additions, revocations, and discretionary matters. - Read and interpreted governing instruments to ensure trust accounts were being administered properly in terms of fiduciary law and bank policy. - Liaison with various internal departments, including tax, accounting, investments, and terminations groups on resolving client matters. - Actively participated in meetings with clients, attorneys, and portfolio managers.