Summary
Overview
Work History
Education
Skills
Affiliations Recognition Achievements
Timeline
Generic

Anita D. Calabro

Palm Bay,FL

Summary

Senior Vice President and Senior Trust Administrator at Cypress Bank & Trust, excelling in client retention and fiduciary compliance. Proven track record in trust administration and investment management, enhancing client relationships and driving business growth. Adept at risk assessment, I leverage strong interpersonal skills to deliver exceptional service and build lasting partnerships.

Overview

40
40
years of professional experience

Work History

Sr. Vice President & Senior Trust Officer

Cypress Bank & Trust
Vero Beach, Florida
01.2012 - Current
  • Provide client acquisition, expansion and retention building a book of business utilizing established and developed internal and external referral sources;
  • Provide quality administration in accordance with OFAC/ SEC oversight, company policy and procedure in accordance with the governing document for all trust, investment management, IRA, guardianship, administrative trustee, and custodial client relationships.
  • Collaborated with clients to understand their financial goals and provide tailored advice.
  • Managed trust accounts for diverse client portfolios and maintained compliance standards.
  • Performed periodic reviews of existing investments to identify potential risks or opportunities for improvement.
  • Developed strategies for managing assets within a portfolio according to client objectives.
  • Communicated regularly with clients, trustees, attorneys, bankers, and advisors regarding changes in trust status or other relevant information.
  • Mentored senior staff in leadership development and succession planning.

Vice President and Trust Administrator

Region Morgan Keegan Trust
Melbourne, Florida
01.2008 - 01.2012
  • Company Overview: Wealth Management- Melbourne, Florida
  • Provide client acquisition, expansion and retention building a book of business utilizing established and developed internal and external referral sources;
  • Provide quality administration in accordance with banks policy and procedure as it relates to the governing document for all trust, investment management, IRA, guardianship and custodial client accounts.
  • Develop and build Regions Morgan Keegan Trust brand working with local professionals, intermediaries and build awareness in the community through volunteering and community service.
  • Wealth Management- Melbourne, Florida

Asst. Vice President and Trust Administrator

Wachovia
01.2005 - 01.2008
  • Company Overview: Wealth Management-Vero Beach/Stuart/ Melbourne/Daytona Beach
  • Serve as primary Trust Administrator for challenging fiduciary accounts.
  • Add value to the relationship by solving existing problems, anticipating possible problems, and developing a perspective on individual client situations to use as a vehicle for selling additional products and service;
  • Reviews in conjunction with tax partners all tax returns;
  • Manages relationships among existing administrative team, internal support divisions, co-fiduciaries and beneficiaries;
  • Advise internal and external investment divisions of all pertinent circumstances related to cash requirements of estate and investment account objectives as they relate to client and account needs;
  • Oversee administration of decedents’ estate plans in all areas where the bank has responsibility.
  • Coordinates the balancing of account requirements and customer needs during the estate settlement period;
  • Oversee and approve all Reg-9 reviews for book of business;
  • Provide oversight for all account opening and closing accounts.
  • Maintain appropriate skills training opportunities, acquire and maintain a high degree of knowledge regarding investment markets and strategies, economic outlook, and trust and estate planning issues and financial issues as they affect affluent customers.
  • Wealth Management-Vero Beach/Stuart/ Melbourne/Daytona Beach

Investment Associate

Wachovia
Vero Beach
01.2002 - 01.2005
  • Company Overview: Wealth Management-Vero Beach
  • Enhance the client relationship through excellent client service and coordination of products and services to generate and maintain revenue.
  • Work directly with Investment Strategist with portfolio management and research and help monitor accounts regarding allocation of assets and the reinvestment of cash and income.
  • Coordinate and help prepare new business proposals and respond to customer requests for information and service.
  • Assumed responsibility for smaller accounts, maintained established compliance and risk management practices.
  • Wealth Management-Vero Beach

Trust Associate Private Bank

Wachovia Trust
Melbourne
01.1998 - 01.2002
  • Company Overview: Melbourne
  • Responsibilities included reading and interpreting trust and legal documents associated with daily administrative activities.
  • Coordinated account opening and closing of all types of personal trust and investment accounts combining risk management and time management skills to achieve results accurately and efficiently.
  • Provided support for Trust team in the daily processing of various trust functions and transactions and movement of funds pursuant to account agreements; working with and adhering to time deadlines set by the various departments in the bank; generating reports and letters, maintaining transaction files, researching, and responding to inquiries and requests on behalf on client and various circumstances.
  • Provide service for a full range of trust accounts from simple to complex while building a current working knowledge of the products, services, fiduciary requirements, and client servicing skills.
  • Melbourne

Family Law, Trust, Estate Planning and Probate Paralegal

Diane Baccus-Horsley, Esquire
Melbourne, FL
01.1997 - 01.1998
  • Company Overview: Melbourne, FL
  • Primary responsibilities were preparation and filing of all pertinent court documents in concert with probate estate and family law objectives, included drafting and submitting proper documentation to the client, court and all interested parties in a timely and professional manner.
  • Provide superior administration for all estate planning, estate settlement, trust, divorce, guardianship, and investment administration related.
  • Compiled, marshaled, and administered assets in probate estates and taxable trusts.
  • Maintained all client accounts and work files, ensuring timely deadlines were met and in accordance with applicable laws and court docket timeliness.
  • Assist with daily reports and provide computer based legal research for each case where needed.
  • Provided final accounting for all fee-based activity and submit for attorney, client and court approval.
  • Melbourne, FL

Account Administrator and Supervisor

Path, Inc.
Melbourne, FL
01.1986 - 01.1996
  • Company Overview: Melbourne, FL
  • Tracked and reported daily account receivables and payables for 2 stores;
  • Prepared accounting reports for daily cash activities;
  • Maintained accounting records for quarterly and year-end tax reporting.
  • Monitored and maintained record for Florida Lottery reporting all aspects of ticket sales to upper management and the Florida Lottery officials.
  • Supervised internal audits and reported outcomes to upper management;
  • Supervised and managed 10- 14 employees;
  • Negotiated all contracts for supplies and materials;
  • Implemented training procedures for all new employees;
  • Ensure all expectations of customer service were met through proper training disciplines.
  • Melbourne, FL

Education

Completion of Cannon Trust School -

01.2007

Completion of Cannon Graduate Trust School -

01.2007

B.S. - Business Administration

Capella University

A.A. - Legal Studies General

Eastern Florida State College

A.S. - General Legal Studies

Florida State College

Skills

  • Client retention
  • Fiduciary compliance
  • Trust administration
  • Investment management
  • Risk assessment
  • Customer relationship management

Affiliations Recognition Achievements

  • Board Member, Planned Giving Council Indian River County, Present
  • Board Member, McKee Botanical Gardens, Indian River County
  • Board Member, McGee Botanical Finance Committee, Present
  • Board Member, SafeSpace, 2019, 2020
  • Board Member, Serene Harbor, 2008-2011
  • Committee Member, Health First Foundation, 2009, 2010
  • Top Producer Award, Regions Wealth Management, 2009
  • Volunteer Member, Bayside Engineering and Technology Academy, 2008
  • Volunteer Member, Society of Women Engineers, 2007, 2008
  • Vice President, Brevard County Schools Parent Teacher Organization, 2007/08
  • Member, Brevard County Schools Student Advisory Committee, 2007/08
  • Past Member, Brevard Paralegal Association
  • Past Member, Special Equestrians of the Treasure Coast
  • Chair, Core Values Committee, 2005, 2006, 2007
  • Member, Diversity Committee, 2005, 2006, 2007
  • Award, I am Wachovia, 2004, 2005
  • Regional Associate of the Year Award, 2004

Timeline

Sr. Vice President & Senior Trust Officer

Cypress Bank & Trust
01.2012 - Current

Vice President and Trust Administrator

Region Morgan Keegan Trust
01.2008 - 01.2012

Asst. Vice President and Trust Administrator

Wachovia
01.2005 - 01.2008

Investment Associate

Wachovia
01.2002 - 01.2005

Trust Associate Private Bank

Wachovia Trust
01.1998 - 01.2002

Family Law, Trust, Estate Planning and Probate Paralegal

Diane Baccus-Horsley, Esquire
01.1997 - 01.1998

Account Administrator and Supervisor

Path, Inc.
01.1986 - 01.1996

Completion of Cannon Trust School -

Completion of Cannon Graduate Trust School -

B.S. - Business Administration

Capella University

A.A. - Legal Studies General

Eastern Florida State College

A.S. - General Legal Studies

Florida State College

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Anita D. Calabro