Annie Hartmann

• Specialized in the establishment and management of de novo private trust companies
• Experienced in all facets of trust administration and family office services as it relates to multi-generational trusts
• Oversight of all aspects of trust systems, operations, regulatory compliance, investment management and cash management function for the private trust company
• Focused on providing concierge service to family/owner clients while dovetailing trust services among and between existing third party firms and the family office
• Leading and facilitating business an governance meeting for trust clients, staff and their professional advisors
• Hired and managed employees to maximize productivity while training staff on best practices and protocols.
• Developed and implemented new strategies and policies to establish long-term business objectives and provide strong and sustainable organizational leadership.
• Cultivated strong relationships with external partners to foster collaboration and maximize resources.
• Reduced operational costs through strategic cost management initiatives.

Responsible for all aspect of trust administration of UHNW clients

Helped to write an refine policies and procedures for new are of business for the company

Served as a primary contact for sales staff in helping to not only identify potential projects, but also help to identify appropriate solutions.

Assisted sales staff in closing business and onboarding new clients

• Demonstrated proficient leadership skills to motivate employees and build competent teams.
• Hired and managed employees to maximize productivity while training staff on best practices and protocols.
• Collaborated with senior management to develop strategic initiatives and long term goals.

• Worked from the ground up to help a UHNW family establish their own trust company
• Devised and built out operations commensurate with the needs of the company
• Drafted and implemented the appropriate control and processes to address various regulatory demands
• Trained and developed existing family office staff to take over many of the required daily tasks
• Developed a team of legal, tax, trust and other accounting professionals to assist as needed for the ongoing operation of the trust company
• wired and managed employees to maximize productivity while training staff on best practices and protocols.
• Developed and implemented new strategies and policies to establish long-term business objectives and provide strong and sustainable organizational leadership.
• Cultivated strong relationships with external partners to foster collaboration and maximize resources.
• Reduced operational costs through strategic cost management initiatives.

• Leaped from the Norwest Management Training program to work in the trust area
• Administered over 300 personal trust accounts while assisting on another 300 personal trust accounts
• Developed and implemented the first marketing strategy for change of situs, multigenerational trusts
• Selected to manage the accounts of the some of the most senior executives with Norwest Corporation
• Established and maintained strong relationships with customers, vendors and strategic partners.
• Represented organization at industry conferences and events.