Nathan Horjus
Henrico,VA
Summary
Dynamic and results-driven Trust Administration and Wealth Management Executive with over 20 years of progressive leadership experience in both small banks and Fortune 500 companies. Proven track record in developing high-performance teams and implementing best practices in account management, ensuring exceptional client retention and workforce stability during organizational changes. Committed to ongoing industry education, delivering outstanding training and mentorship to staff while consistently achieving results in risk management, regulatory compliance, and client satisfaction. Highly adept at analyzing data and trends to provide timely and impactful recommendations, poised to leverage extensive expertise in a new role.
Overview
24
24
years of professional experience
2
2
Certifications
Work History
Trust Advisor, Vice President
BB&T/SunTrust
01.2015 - 04.2025
- Manage up to 286 account relationships in the $5-$25M market. Provide strategic oversight and client relationship management in trust administration.
- Manage trusts across the lifespan, partnering with clients during major life events. Handle distributions, trust deposits, setup/opening, and data compilation for presentations.
- Consistently exceed all metrics for risk management, client satisfaction, and compliance.
- Mentor team members and serve as Subject Matter Expert on statutes and laws related to trusts.
- Troubleshoot accounts, create trust reports, and present to stakeholders related to accounts.
- Became the primary contact for all accounts after the BB&T and SunTrust merger.
- Utilize SEI Trust3000, proprietary software, MS and Adobe products, and digital storage systems.
Vice President of Trust Administration, Trust Officer
Talmer West/Michigan Commerce Bank
01.2004 - 01.2014
- Developed a new format for trust administration, improved asset management protocols, brought in new personal retirement plans, and identified new client trust opportunities.
- Oversaw a team and provided ongoing training and performance management.
- Chaired the Trust Investment Committee. Oversaw quarterly due diligence on sub advisors.
Trust Officer, Investment Advisors
Fifth Third Bank / Old Kent Bank
01.2001 - 01.2004
- Provided financial planning, private banking, trust and estate administration services.
Education
Dual B.A. - American History and Economics
Calvin College
Trust I, II, III, and Personal Trust graduate classes - undefined
Cannon Financial
Skills
Team Management
Legacy Plans
Stewardship
Account Management
Personal Trusts
Charitable Trusts
Regulatory Compliance
Training & Mentoring
Communication & Presentation
Culture Leadership
Accomplishments
➢ Managed and stewarded a diverse portfolio of up to 280 high-net-worth client relationships (with
individual account values up to $90M), successfully building long-term trust and fostering deep
connections.
➢ Trained and mentored 25+ individuals and managed teams of up to 6 staff.
Strategic financial discussions with clients around wealth transfer and estate planning.
➢ Outstanding track record of risk management, regulatory compliance, and client satisfaction across career.
➢ Maintained output and service quality through leadership changes, mergers, and acquisitions.
➢ Completed the intensive CTFA and AIF courses and have maintained credentials across career.
➢ Served on estate planning councils, trust tax committees, and nonprofit financial planning teams.
Certification
Certified Trust Financial Advisor (CTFA)
Accredited Investment Fiduciary (AIF)
Timeline
Trust Advisor, Vice President
BB&T/SunTrust
01.2015 - 04.2025
Vice President of Trust Administration, Trust Officer
Talmer West/Michigan Commerce Bank
01.2004 - 01.2014
Trust Officer, Investment Advisors
Fifth Third Bank / Old Kent Bank
01.2001 - 01.2004
Trust I, II, III, and Personal Trust graduate classes - undefined
Cannon Financial
Dual B.A. - American History and Economics
Calvin College
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