Hugh Bourland
Dallas
Summary
CFP® certification candidate with expertise in trust structures and trustee succession operations, supported by a solid foundation in financial planning principles. Demonstrated success in managing complex client relationships while ensuring regulatory compliance and delivering exceptional client service.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Sales Associate
Arden Trust Company
Dallas
09.2024 - Current
- Partner with Sales Executives to pitch trusts to the internal acceptance committee, successfully onboarding $700M in client trust assets
- Serve as the primary technical liaison across 10+ concurrent deals, consulting financial advisors on complex trust mechanics to optimize client presentation strategies
- Conduct initial reviews of trust agreements to flag critical provisions, ensuring corporate trustee capabilities align with grantor intent prior to legal sign-off.
- Coordinate with trust officers, investment managers, and special asset teams to secure committee acceptance and transition clients to trustee of record status
- Translate complex performance metrics into actionable insights for executive leadership
- Drive the new business CRM pipeline via Salesforce, enforcing departmental accountability to minimize bottlenecks and ensure seamless client onboarding.
Intern
Macrospect
Irving
05.2023 - 08.2023
- Gained client-facing consulting experience supporting Fortune 500 companies' financial planning processes
- Used Workday Adaptive Planning software to help clients analyze financial data in greater detail
- Created 20+ instructional runbooks in PowerPoint outlining system functions within Workday Adaptive, improving process clarity for client teams
- Partnered with consultants and clients to communicate detailed process flows clearly and accurately
Intern
Denke & Denke CPA
Fort Worth
05.2022 - 10.2022
- Reconciled 15 personal, trust, and company accounts in Excel and QuickBooks, ensuring accurate client book balances
- Analyzed client financial data to support investment and decision-making conversations
- Updated monthly financial documents, enabling assessment of applicable tax deductions
- Organized physical and digital client files, facilitating timely preparation of financial statements
Education
CERTIFIED FINANCIAL PLANNER™ Certificate -
Southern Methodist University
Dallas, TX03-2026
Bachelor of Business Administration - Marketing
Texas Christian University, Neeley School of Business
Fort Worth, TX05-2024
Skills
- Client Communication
- Salesforce Administration
- Cross-Functional Collaboration
- Financial planning
- Fiduciary Standards
- Trust Governance
- Legal Document Review
- Estate Planning Principles
Certification
- Securities Industry Essentials (SIE)
- Candidate for CFP® Certification - Exam Scheduled: July 2026
Timeline
Sales Associate
Arden Trust Company
09.2024 - Current
Intern
Macrospect
05.2023 - 08.2023
Intern
Denke & Denke CPA
05.2022 - 10.2022
CERTIFIED FINANCIAL PLANNER™ Certificate -
Southern Methodist University
Bachelor of Business Administration - Marketing
Texas Christian University, Neeley School of Business