Jeannine Brzezinski
North Olmsted,OH
Summary
- Seasoned Wealth Administrator with an outstanding history of servicing client needs as an integral part of an experienced team providing integrated wealth advisory services that includes Fiduciary Oversight, Wealth Administration, Investment Management, Financial and Estate Planning
- Lead Administrator overseeing 77 relationships with 1.6 billion AUM across multi- generational families, Endowments and Foundations.
Overview
45
45
years of professional experience
Work History
Wealth Administrator
The Glenmede Trust Company N.A.
Beachwood, OH
04.2001 - Current
- Responsible for Administrative Oversight and Reviews of 77 individual and predominantly multi-generational relationships with1.6 billion AUM.
- Served as primary client contact for all administrative matters relating to this book of business
- Internalized the provisions of all underlying Trust documents to ensure accurate and timely administration.
- Integral part of annual tax planning efforts with clients to help them proactively plan to minimize taxes.
- Managed timely coordination and follow through with the Relationship Manager, Internal Estate Planning group and external Counsel on estate planning and estate settlement / administration matters such as probate administration, court accounting, 706s, 709s, and 1041s.
- Coordinated closely with the Relationship Manager to ensure that Reg(9) process was aligned with Administrative Reviews.
- On joining the Ohio office in 2001, was responsible for Ohio Administration for 7 years, training Associates on policies and procedures and ensuring the smooth day-to-day functioning of the office. The Ohio office was established do novo and has now grown to 3.9 billion AUM.
- Due to my extensive administration and operations experience, I have been frequently called upon to participate in change management initiatives that involved transition in policies / procedures, accounting and CRM systems and administrative practices, in order to minimize front line service disruption.
Sr. Associate / Associate
Key Bank N.A.
Cleveland, OH
07.1978 - 03.2001
- Account Administrator / Investment Associate - Key Asset Management
- Sr. Associate - Employee Benefits Accounting
- Associate - Trust Revenue
- Associate - Trust Real Estate
- Associate - Credit Card Processing
Education
Associate of Arts - Business Administration
Baldwin Wallace
Berea, OHCTFA - Certified Trust And Fiduciary Advisor -
Cannon Financial Institute
Athens, GA08.2017
Skills
- Fiduciary & Wealth Administration
- Compliance Administration
- Special Assets Administration for large complex trusts and families
- Tax Planning
- Managing external banking relationships
- Managing Back and Middle Office Administration for effective client service
- MS Office and multiple Accounting and CRM systems
Timeline
Wealth Administrator
The Glenmede Trust Company N.A.
04.2001 - Current
Sr. Associate / Associate
Key Bank N.A.
07.1978 - 03.2001
Associate of Arts - Business Administration
Baldwin Wallace
CTFA - Certified Trust And Fiduciary Advisor -
Cannon Financial Institute
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