SHIN DOMEN
Honolulu,HI
Summary
Deeply ingrained and caring Trust and Estate Administrator, all with a focus on financial management, abiding by all legal and regulatory requirements of a fiduciary, and well-versed in handling the intricacies and delicate nature of these roles.
High-driven achiever with extensive executive-level experience and proven vision to lead Non-Profits and Fiduciary Services to continuous growth. Running routine operations and spearheading transforming updates to keep teams adaptable and systems scalable for changing demands. History of streamlining operations, increasing revenue and reducing costs to maximize business profits. Decisive and strategic leader with demonstrated track record of success in turning a good standing business into an exceptional business.
Overview
20
20
years of professional experience
Work History
CEO & PRESIDENT
Kupuna Fiduciary Services, LLC
Honolulu, HI
09.2021 - Current
- Founded consulting and coaching company to help set up non-depository trust company from end-to-end, primarily to help Solo Agers who don’t have spouses, children or friends to step in upon their incapacity and serve as Trustee, Medical POA to take charge and plan for their financial, legal, health and home care options.
- Established revenue sharing partnerships with Estate & Tax Planning Attorneys, Wealth Management Advisers, CPAs, Post-acute Home Care Service Providers, Realtors, to prepare the Trustee to strategize the best plan for our incapacitated clients.
- Provided C-Suite training and developed and efficient business marketing infrastructure.
- Provided on-going training for leadership and management team that elevates their reputation, services, and relationships with key business and community leaders in order to delivers meaningful results and fosters sustainable financial growth.
Executive Director & Chief Fiduciary Officer
CSI Trust Company
Honolulu, HI
01.2009 - 08.2021
- Established First Non-Depository Trust Company in Hawaii
- Oversaw administration of variety of complex and simple trusts, estate settlement cases involving multitude of assets and difficult beneficiary relationships including families.
- Responsible for leadership, management, and sustainable growth.
- Increased company revenue approximately $380,000 to $1,000,000+ through aggressive new network, relationships, and market strategies.
- Served as trustee, executor, conservator, and guardian for total of 180 clients over period of 13 years.
- Created fiduciary solutions to Hawaii’s elderly, people with disabilities, and those for whom individual trustee or bank trust company may not be appropriate or feasible.
- Responsible for meeting requirements of state and federal regulations of financial institution.
Executive Director
YMCA Of Honolulu (Central & Mililani Branches)
Honolulu, HI
09.2001 - 12.2008
- Served as Executive Director for two (2) YMCA of Honolulu Branches, Central and Mililani.
- Fiscal management of combined $4.5M operating budget.
- Sustainable growth of 7% per year
- Provided support and leadership to Board of Manager, and Management Staff
- Communicates and collaborates with government, schools, other not-for profits, corporations, and other organizations in community.
- Develops and maintains excellent relationships within community and YMCA of Honolulu, regional, national, and international YMCA movements.
- Provides leadership in securing needed resources for operations, capital improvement, community development and long-range financial stability.
- Established new customer service and problem resolution processes to improve client satisfaction rates.
- Negotiated new annual contracts and service agreements with vendors to achieve prime pricing.
- Updated and maintained membership database on consistent basis.
- Aligned department vision, goals and objectives with company strategy to achieve consistently high results.
- Spearheaded matrix organizational plan with clear roles and responsibilities to enhance processes, maintain quality and enforce regulatory compliance.
- Exercised appropriate cost control to meet budget restrictions and maximize profitability.
Education
No Degree - Trust Administration, Investments, Legal, And Taxe
Amercian Bankers Association
Alanta, Georgia10.2019
YMCA Professional Senior Director Certification - Leadership, Management, Human Resources
YMCA
YMCA Of USA03.2000
Bachelor of Arts - Theology & Christian Education
International College And Graduate School
Honolulu, HI05.1993
Skills
- Budget Planning
- Investor Relations
- Organizational Development
- Policy Development
- Financial Management
- Strategic Planning and Execution
- Judgement and Decision Making
- Portfolio Management
- Executive Leadership
- Industry Expertise
- Complex Problem Solving
- Operational Analysis
- Regulatory Compliance
Languages
Japanese
Professional Working
Timeline
CEO & PRESIDENT
Kupuna Fiduciary Services, LLC
09.2021 - Current
Executive Director & Chief Fiduciary Officer
CSI Trust Company
01.2009 - 08.2021
Executive Director
YMCA Of Honolulu (Central & Mililani Branches)
09.2001 - 12.2008
No Degree - Trust Administration, Investments, Legal, And Taxe
Amercian Bankers Association
YMCA Professional Senior Director Certification - Leadership, Management, Human Resources
YMCA
Bachelor of Arts - Theology & Christian Education
International College And Graduate School