CONNIE ABOLT, CTFA
Wilmington,Delaware
Summary
Managing Director and senior trust & fiduciary professional offering a 25-year record of accomplishment that underscores my commitment to leadership excellence and superior guidance.
Overview
25
25
years of professional experience
Work History
Director of Trust Settlement IRAs & Tax
Charles Schwab Trust Company (CTSC)
12.2022 - Current
- Led the management initiatives for new settlement, IRA, and tax teams by providing leadership and guidance.
- Facilitated cross-functional collaboration for improved decision-making processes within the organization.
- Successfully and seamlessly transitioned tax vendors for reduced costs and improved service quality.
- Boosted client satisfaction rates through exceptional relationship management and improved procedures.
Senior Manager & Senior Trust Officer
Charles Schwab Trust Company of Delaware (CSTCD)
05.2016 - 12.2022
- Tasked with and executed creating new settlement and IRA teams.
- Developed policies and procedures, allocated talent, and defined KPIs.
- Maintained 150 UHNW ($1.5 billion) trusts of the most sensitive relationships.
- Led cross-functional teams to achieve project milestones and deliver the highest-quality results.
Manager & Trust Officer
Charles Schwab Trust Company of Delaware (CSTCD)
12.2014 - 05.2016
- Administered 240 HNW/UHNW trust accounts of $500 thousand to $250 million while delivering superior trust service to attain the company mission.
- Kept abreast of industry trends, regulatory changes, and best practices through continuous professional development, ensuring ongoing excellence in trust management services.
Team Lead & Senior Trust Administrator
Wells Fargo Bank, N.A.
09.2013 - 12.2014
- Bolstered employee morale and performance of four direct reports which administered 1500 HNW accounts in NY and CT
- Enhanced overall team performance by providing regular coaching, feedback, and skill development opportunities.
Trust Administrator
Wells Fargo Bank, N.A.
07.2010 - 09.2013
- Communicated with beneficiaries, grantors, and other involved parties providing trust and fiduciary assistance.
- Enhanced client satisfaction by effectively managing trust accounts and addressing their individual needs.
Trust Associate
Wells Fargo Bank, N.A. (formerly Wachovia Bank)
04.2005 - 07.2010
- Supported a Fiduciary Officer and Wealth Manager with all day-to-day administration of 67 relationships and provided exceptional customer service by assisting with clients' trust inquiries.
Financial Specialist
Wachovia Bank (formerly First Union Bank)
06.1999 - 04.2005
- Managed two retirement specialty sites and prepared banking financial reports for management and clients.
- Completed series 6, 63, health, life and annuity licenses
Education
Bachelor of Arts (B.A.) - Economics -
Salisbury University
Certified Trust & Fiduciary Advisor (CTFA) -
American Bankers Association Trust School
American Bankers Association IRA Online Institute
Skills
- Organizational Development
- People Management
- Legal and Regulatory Compliance
- Staff Development
- Stakeholder Engagement
- Verbal and written communication
Timeline
Director of Trust Settlement IRAs & Tax
Charles Schwab Trust Company (CTSC)
12.2022 - Current
Senior Manager & Senior Trust Officer
Charles Schwab Trust Company of Delaware (CSTCD)
05.2016 - 12.2022
Manager & Trust Officer
Charles Schwab Trust Company of Delaware (CSTCD)
12.2014 - 05.2016
Team Lead & Senior Trust Administrator
Wells Fargo Bank, N.A.
09.2013 - 12.2014
Trust Administrator
Wells Fargo Bank, N.A.
07.2010 - 09.2013
Trust Associate
Wells Fargo Bank, N.A. (formerly Wachovia Bank)
04.2005 - 07.2010
Financial Specialist
Wachovia Bank (formerly First Union Bank)
06.1999 - 04.2005
Bachelor of Arts (B.A.) - Economics -
Salisbury University
Certified Trust & Fiduciary Advisor (CTFA) -
American Bankers Association Trust School
American Bankers Association IRA Online Institute
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