- Avid Reader
- Enjoying the art of baking and pastry-making, experimenting with recipes
- Volunteer Travel
- Mindfulness Practices
- Music
Savannah Franco
Las Vegas,NV
Summary
Detail-oriented fiduciary trust administrator with mid-level experience in managing complex client accounts and ensuring regulatory compliance. Proven ability to foster ongoing, comprehensive client interactions through various communication channels, enhancing operational efficiency. Skilled in cross-functional collaboration, process improvement, and project management, with a strong desire to leverage these competencies in a broader role beyond traditional trust administration and finance. Committed to driving efficiency and contributing to team success in dynamic environments.
Experienced with trust documentation and fiduciary management, ensuring compliance and safeguarding assets. Utilizes strong organizational and analytical skills to manage complex transactions and client communication. Track record of successfully overseeing fiduciary responsibilities and adapting to regulatory changes.
Overview
15
15
years of professional experience
Education
Associate of Science -
College of Southern Nevada (CSN)
10-2020
Work History
Agent Representative
New York Life & NYLIFE Securities
Las Vegas, NV
05.2026 - Current
- Managed customer inquiries and resolved issues to enhance service experience.
- Developed training materials for new representatives, improving onboarding efficiency.
- Streamlined communication processes between departments, increasing operational coherence.
- Analyzed customer feedback to identify trends and implement service improvements.
Trust Administrator/Onboarding Specialist/CRM Specialist
Dynasty Trust Company
04.2025 - 02.2026
- Support launch and ongoing operations of Nevada-chartered trust company under Nevada Financial Institutions Division oversight
- Assist with fiduciary administration, trust onboarding, asset titling, and distribution processing
- Contribute to development of compliance policies, AML/BSA procedures, and internal controls
- Coordinate trust accounting, document management, and client reporting systems
- Participate in regulatory exam preparation and board reporting support
- Help build operational workflows, vendor relationships, and startup infrastructure
- Provide high-touch service to UHNW clients, attorneys, and financial advisors
- Manage a 500-count portfolio of trusts accounts. Operating through the entirety of the onboarding of the client account, opening and maintaining NV IRS compliant information for each account.
- Managed trust account administration, ensuring compliance with regulatory requirements and internal policies.
- Developed and implemented efficient workflows for processing client transactions and managing documentation.
- Managed trust account administration, ensuring compliance with legal and regulatory requirements.
- Facilitated client communications, addressing inquiries and providing updates on trust activities.
Fiduciary Administrator Closing/Transfers
Wells Fargo Trust Services
05.2020 - 04.2024
- Managed a diverse portfolio of trust accounts, ensuring accurate and timely execution of account closures and transfers, demonstrating strong operational oversight.
- Led the coordination and communication between clients, successor trustees, and internal teams, ensuring seamless account transitions and adherence to regulatory standards.
- Developed and maintained internal systems for tracking account status, improving efficiency and accuracy in daily operations.
Fiduciary Administrator
Premier Trust, Inc.
07.2017 - 04.2020
- Supervised a team of assistants, providing guidance and ensuring high standards of client service and operational efficiency.
- Conducted thorough due diligence (KYC) and onboarding processes for new trust accounts, streamlining client integration and reducing onboarding time.
- Utilized Salesforce and other internal systems to manage client data, optimize workflows, and enhance client relationship management.
Transportation Dispatcher
MGM Grand – Transportation Department
12.2011 - 06.2017
- Managed dispatch operations for the transportation department, coordinating reservations and resolving guest concerns, ensuring smooth and efficient service.
- Maintained comprehensive records and handled multi-line phone systems, demonstrating strong organizational and multitasking abilities.
Skills
- Project Management
- Process Improvement
- Team Leadership & Collaboration
- Client Relationship Management
- Regulatory Compliance
- Data Management & Reporting
- Third-party collaboration
- Legal documentation
- Portfolio management
- Wealth preservation
- Asset allocation
Accomplishments
- Supervised team of 6 staff members.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Resolved product issue through consumer testing.
Interests
Timeline
Agent Representative
New York Life & NYLIFE Securities
05.2026 - Current
Trust Administrator/Onboarding Specialist/CRM Specialist
Dynasty Trust Company
04.2025 - 02.2026
Fiduciary Administrator Closing/Transfers
Wells Fargo Trust Services
05.2020 - 04.2024
Fiduciary Administrator
Premier Trust, Inc.
07.2017 - 04.2020
Transportation Dispatcher
MGM Grand – Transportation Department
12.2011 - 06.2017
Associate of Science -
College of Southern Nevada (CSN)