Brooke Degnan-Tupy
St. Paul,MN
Summary
Experienced Trust Officer with a keen focus on charitable trusts and private foundations. Seeking a position where I can leverage my expertise in trust administration, regulatory compliance, and fiduciary acumen to drive process improvement and streamline policies and procedures.
Overview
9
9
years of professional experience
Work History
Charitable Trust Officer
Charitable Services Group, U.S. Bank
06.2021 - Current
- Administered dozens of scholarship and grant programs, from application intake to award distribution, ensuring adherence to specific criteria and guidelines
- Conducted thorough due diligence on grant applications ensuring compliance with foundation missions and guidelines
- Coordinated with educational institutions, students, and families to streamline scholarship disbursement and address any issues or concerns
- Collaborated with trustees, directors, and advisors to set grant-making priorities and evaluated the impact of grants on the community
- Cultivated and nurtured strong, trust-based relationships with high-net-worth clients, resulting in increased philanthropic contributions and long-term partnerships
- Worked alongside legal and compliance teams to ensure trust accounts adhered to regulatory requirements
- Oversaw a diverse portfolio of trust funds, supervising asset allocation and investment strategies, resulting in consistent grown in assets under management.
Trust Officer
Trust Advisory Center, U.S. Bank
09.2018 - 06.2021
- Interprets documents while applying fiduciary principles and trust laws together with internal policies and procedures to properly administer accounts
- Manages risk within framework of potentially conflicting interests
- Researches varying degrees of complex fiduciary issues, leveraging appropriate resources when needed
- Demonstrates diligence and circumspect thoroughness in situational analysis and administrative duties
- Displays professional communication skills with clear and concise writing, good interpersonal demeanor and active listening
Trust Associate
Trust Advisory Center, U.S. Bank
11.2017 - 09.2018
- Proactively worked with the Administrators and Relationship Managers in servicing clients and administering a specific portfolio of large and complex accounts
- Researched and resolved complex client service issues requiring extensive knowledge of trust administration with minimal guidance and efficacy
- Monitored and reviewed actions taken on behalf of accounts including disbursing funds, computing payouts, opening and terminating accounts, and general account maintenance
- Initiated projects within team setting to promote timeliness, increased efficiency, and expectations while seeing the project to completion
Operations Coordinator
Trust Advisory Center, U.S. Bank
06.2016 - 11.2017
Medical Sales Coordinator
Key Medical Supply
08.2014 - 06.2016
Education
Bachelor of Arts - Political Science & Sociology
University of Wisconsin
05.2014
Skills
- Complex Problem-Solving & Critical Thinking
- Client Relationship Management
- Trust and Private Foundation Management
- Excellent Communication
- Detail Oriented & "Information Sponge"
- Continuous Improver
Timeline
Charitable Trust Officer
Charitable Services Group, U.S. Bank
06.2021 - Current
Trust Officer
Trust Advisory Center, U.S. Bank
09.2018 - 06.2021
Trust Associate
Trust Advisory Center, U.S. Bank
11.2017 - 09.2018
Operations Coordinator
Trust Advisory Center, U.S. Bank
06.2016 - 11.2017
Medical Sales Coordinator
Key Medical Supply
08.2014 - 06.2016
Bachelor of Arts - Political Science & Sociology
University of Wisconsin