Antonio Bertram
Denver,Colorado
Summary
Committed individual with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
15
15
years of professional experience
Work History
Trust Administrator
Secured Alliance
Denver, Colorado
06.2019 - 07.2023
- Reviewed trust documents and advised trustees on the legal requirements of their duties.
- Developed and implemented strategies for managing complex trust administration matters.
- Maintained records of trust assets and transactions in accordance with applicable laws and regulations.
- Researched case law and consulted with attorneys when needed to resolve trust-related disputes or questions.
- Advised trustees on best practices for administering trusts efficiently and effectively.
- Communicated regularly with beneficiaries concerning changes in their accounts or distributions they may be entitled to receive.
- Processed payments associated with trusts such as rent, taxes, insurance premiums.
- Implemented financial plans and insurance strategies specifically tailored to client's financial goals.
- Formulated and actualized strategic financial plans across client investment portfolios.
- Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
- Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors and other professionals.
- Reviewed clients' accounts and plans regularly to determine need for plan reassessment.
- Organized and maintained trust documents and records.
- Reviewed, analyzed, and interpreted trust instruments to ensure compliance with applicable laws and regulations.
- Prepared periodic accountings of trust assets for beneficiaries.
- Assisted in the preparation of tax returns for trusts and estates.
- Managed trust distributions in accordance with terms of the agreement.
- Communicated effectively with trustees, beneficiaries, attorneys, CPAs, and other professionals regarding trust matters.
- Coordinated activities between all parties involved in a trust transaction or distribution process.
- Researched relevant legal issues related to trusts such as taxation or probate law.
- Drafted correspondence related to trust transactions or distributions.
- Identified areas where operational efficiencies could be improved within the Trust Administration department.
- Assisted in resolving conflicts among family members regarding inheritance rights or other matters related to a trust.
- Checked transactions and reporting for compliance with regulatory standards and investigated discrepancies.
- Maintained current understanding of applicable regulations and tax laws to keep funds in compliance with legal standards.
- Consolidated business data into actionable metrics to simplify and highlight areas of concern and opportunity.
Care Manager
The Care Navigator/Good Shepherd Fund
Denver, Colorado
08.2010 - 08.2018
- Provided advocacy for clients to ensure their needs are met through appropriate services.
- Coordinated with other health care providers, such as physicians and psychiatrists, to develop comprehensive treatment plans.
- Facilitated the coordination of medical appointments and transportation for clients when needed.
- Maintained accurate records of client visits and progress notes in accordance with agency policies and procedures.
- Provided crisis intervention services to clients when necessary.
- Monitored client's compliance with medications prescribed by physician or psychiatrist, if applicable.
- Arranged referrals for additional services such as housing assistance or financial aid programs when needed.
- Served as a liaison between clients' families and community agencies providing services to them.
- Evaluated potential living arrangements for clients including independent living facilities or supervised residential settings.
- Organized recreational activities that promote physical activity and positive interactions among peers.
- Ensured that all documentation is completed accurately according to state regulations.
- Participated in continuing education courses related to mental health topics.
- Facilitated communication between members of health care delivery while involving clients in decision-making processes to minimize service fragmentation.
- Promoted integrations of long-term services and support to enhance continuity of care.
- Audited charts to drive accurate and thorough documentation, supporting reimbursement of services rendered.
- Assisted with meal planning to meet nutritional plans.
- Collaborated with outpatient team to identify patients for handover and post-discharge follow-up.
- Maintained communication and transparency with governing boards, department heads and medical staff.
- Established solid relations with leadership and staff by attending board meetings and coordinating interdepartmental information exchanges.
- Maintained records management system to process personnel information and produce reports.
- Managed changes in integrated health care delivery systems and technological innovations while keeping focus on quality of care.
- Coordinated work activities and scheduling of medical, nursing and physical plant staff.
- Maintained awareness of government regulations, health insurance changes and financing options.
- Administered fiscal operations for accounting, budget planning, authorizing expenditures and coordinating reporting.
Creative Producer
Iheartmedia, Clear Channel
Denver, CO
02.2008 - 09.2022
- Produced and operated multiple radio programs including talk and sporting event broadcasting.
Education
Some College (No Degree) - Psychology
Metropolitan State College
Denver, COSkills
- Portfolio Management
- Legal Documentation
- Interpersonal Communication
- Document analysis
- Multitasking
- Active Listening
- Adaptability
- Analytical Thinking
- Task Prioritization
- Time Management
- Team Collaboration
- Transaction review
- Reliability
- Asset Management
- Problem-Solving
- Decision-Making
- Financial statement review
- Professionalism
- Excellent Communication
- Attention to Detail
- Self Motivation
- Organizational Skills
- Adaptability and Flexibility
Timeline
Trust Administrator
Secured Alliance
06.2019 - 07.2023
Care Manager
The Care Navigator/Good Shepherd Fund
08.2010 - 08.2018
Creative Producer
Iheartmedia, Clear Channel
02.2008 - 09.2022
Some College (No Degree) - Psychology
Metropolitan State College