Denise Matheny
Highlands,NJ
Summary
Results-driven Executive Director experienced in estate planning review for ultra high net worth clients and complex families, with a strong focus on risk management. Well-versed in producing reports, evaluating account revenue and handling quarter and year-end closings. Meticulous, conscientious and methodical in approach.
Overview
20
20
years of professional experience
Work History
Trust Officer and Executive Director
J.P. Morgan Trust Company of Delaware
06.2012 - Current
- Support continuous improvement initiatives within the organization, sharing best practices among more than 20 fellow Trust Officers.
- Provide expert guidance during the drafting of wills and trusts, ensuring that all legal requirements were met while protecting the best interests of clients.
- Keep abreast of industry trends, regulatory changes, and best practices through continuous professional development, ensuring ongoing excellence in trust management services.
- Collaborate with internal teams to create customized wealth management solutions for each client''s unique goals and circumstances.
- Develop strong relationships with over 200 clients by providing personalized service and understanding their financial needs.
- Ensure regulatory compliance by staying updated on industry guidelines and applying them in daily operations.
- Maintain detailed records of trust transactions, providing clear documentation for audits and legal proceedings when necessary.
- Manage trust-related tax filings for over 90 relationships in a timely manner, minimizing penalties and maximizing benefits for client's estates.
- Serve as a trusted resource for more than 20 junior Trust Officers by offering guidance and mentorship in their professional development as well as interns and co-ops.
- Contribute to the overall success of the trust department by participating in cross-functional projects and initiatives.
- Manage a diverse team of domestic and offshore professionals, fostering a collaborative work environment for increased productivity.
- Promote a culture of continuous improvement by encouraging professional development opportunities for staff members.
- Champion diversity, equity, and inclusion efforts within the organization to create a more inclusive work environment.
Trust Administrator and Vice President
J.P. Morgan Trust Company of Delaware
12.2004 - 05.2012
- Contributed to the growth and success of the organization by meeting or exceeding client retention and new business development goals.
- Collaborated with legal, tax, and investment teams to ensure optimal management of trust assets.
- Identified potential risks within the portfolio by conducting regular risk assessments on trusts under management.
- Established strong relationships with clients by providing exceptional customer service and support.
- Reduced risk exposure with thorough reviews of trust agreements and careful monitoring of account activities.
- Ensured the timely and accurate distribution of trust assets to beneficiaries in accordance with the terms of the trust agreements.
Education
Trust Administration
Cannon Trust School
2008
BBA - Finance
Wilmington University
Wilmington, DE08.2004
Skills
- Leadership Qualities
- Organizational capabilities
- Regulatory Compliance Awareness
- Project management experience
- Cross-cultural sensitivity
- Risk Assessment Competence
- Trust management expertise
- Tax Law Proficiency
- Strategic Thinking Capacity
- Teamwork and Collaboration
- Multitasking Abilities
- Team Collaboration
- Adaptability and Flexibility
- Customer relationship development
References
Available upon request
Timeline
Trust Officer and Executive Director
J.P. Morgan Trust Company of Delaware
06.2012 - Current
Trust Administrator and Vice President
J.P. Morgan Trust Company of Delaware
12.2004 - 05.2012
Trust Administration
Cannon Trust School
BBA - Finance
Wilmington University
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