Cadence Bank, N.a. Oct 1, 2008 - May 2017
Senior Vice President and Dallas Market Manager
Cadence Trust Oct 2008 - May 2017
Senior Vice President and Dallas Market Manager
Texas Bank and Trust Oct 2008 - May 2017
Senior Vice President and Regional Trust Manager
Trust Management Group Mar 1999 - Sep 2008
Managing Principal
Education:
Robert Morris University 1980 - 1983
Master of Science, Masters
Thiel College 1971 - 1975
Bachelors, Bachelor of Arts, Business Administration, Business, Accounting
Mt. Lebanon High School
Skills:
Wealth Management Estate Planning Trusts Strategic Financial Planning Investments Portfolio Management Private Banking Trust Services High Net Worth Individuals Banking Credit Risk Management Automotive Restoration Appraising Auto Racing Dealer Management Financial Services Financial Planning Financial Analysis Small Business Investment Management Asset Management Management Retirement Planning
Interests:
Estate Planning Private and Family Foundations Decedents' Estates Management of Personal Trusts Court Trusts
Certifications:
National Associaion of Estate Planners and Councils Accredited Estate Planner (Aep)