Hi, I’m
Annie Hartmann
Sioux Falls,SD
Summary
Versatile business leader with proven experience as a personal trust administrator versed in the unique laws of South Dakota and other states with favorable trust tax law. Strategic analytical person, change manager and visionary executive with success implementing plans to meet current and future needs. Experienced in managing a variety of personal trusts and serving both internal and external clients.
Overview
36
years of professional experience
1
Certification
Work History
CONSULTANT
09.2023 - Current
Job overview
- Advising various financial groups regarding establishment and management of trust companies, identifying sources of solid income flows and problematic areas of business.
- Collaborated with business leadership to identify growth opportunities.
- Consulted with trust groups regarding staffing needs, sourcing staff, and building an effective Board of Directors.
- Review trust company processes to assure compliance while increasing accuracy and efficiency.
- Recommended updates to policies and procedures and how best leverage for compliance and training purposes.
Single Family Private Trust Company
PRESIDENT
08.2004 - 07.2023
Job overview
- Specialized in the establishment and management of de novo private trust companies.
- 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 and governance meetings 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.
Citi Trust South Dakota
VICE PRESIDENT
05.1999 - 07.2004
Job overview
- Responsible for all aspects of trust administration of UHNW clients.
- Helped to write and refine policies and procedures for new area 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 Financial Advisors and sales staff in closing business and onboarding new clients.
- Collaborated with senior management to develop strategic initiatives and long-term goals.
Single Family Private Trust Company
PRESIDENT
12.1998 - 05.1999
Job overview
- Worked from the ground up to help a UHNW family establish their own trust company.
- Devised and built operations commensurate with the needs of the company.
- Drafted and implemented the appropriate controls and processes to address various regulatory demands.
- Collaborated with family office staff on trust company responsibilities and compliance requirements.
- Developed a team of legal, tax, trust, and other accounting professionals to assist as needed for the ongoing operation of the trust company.
- Cultivated strong relationships with external partners to foster collaboration and maximize resources.
- Reduced operational costs through strategic cost management initiatives.
Norwest
VICE PRESIDENT
06.1989 - 12.1998
Job overview
- Leaped from the bank’s Management Training program to work in the trust area.
- Administered over three hundred personal trust accounts while assisting on another senior trust officer with three hundred personal trust accounts.
- Developed and implemented the bank’s first marketing strategy for change of situs, multigenerational trusts.
- Selected to manage the accounts of the most senior executives of the corporation.
- Established and maintained strong relationships with customers, vendors, and strategic partners.
- Represented organization at industry conferences and events.
Education
Augustana University
BA from Business Communications
University Overview
Augustana University
BA from Government and Intl Affairs
University Overview
Minor Philosophy
Skills
- Consulting
- Leadership and Mentor
- Business Structure Development
- Curious Learner
- Articulate Communication
- Industry Expertise
- Professional Integrity
- Mission and Vision
- Strategic Planning
Certification
- ABA Graduate Trust School
- Cannon Financial Institute
- CTFA
Timeline
CONSULTANT
09.2023 - Current
PRESIDENT
Single Family Private Trust Company
08.2004 - 07.2023
VICE PRESIDENT
Citi Trust South Dakota
05.1999 - 07.2004
PRESIDENT
Single Family Private Trust Company
12.1998 - 05.1999
VICE PRESIDENT
Norwest
06.1989 - 12.1998
Augustana University
BA from Business Communications
Augustana University
BA from Government and Intl Affairs
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