Summary
Overview
Work History
Education
Skills
Community Impact
Timeline
Generic

Susan Hines

Sarasota,FL

Summary

A seasoned Managing Principal at Sabal Trust, I excel in fostering professional growth and expanding business horizons. With a proven track record in business development, honed at Northern Trust, my expertise in technical knowledge and exceptional communication skills have significantly contributed to sustained growth and strong client relationships. My leadership is defined by a collaborative spirit and a strategic approach to problem-solving.

Overview

34
34
years of professional experience

Work History

Managing Principal

Sabal Trust
08.2017 - Current
  • Mentored junior team members, fostering a collaborative environment and promoting professional development.
  • Built strong partnerships with external stakeholders to leverage resources and expand the firm''s reach in the industry.
  • Drove revenue generation through identifying new business opportunities and strategically expanding the company''s client base.
  • Developed and maintained long-term relationships with key clients for sustained business growth.
  • Excellent communication skills, both verbal and written.
  • Worked well in a team setting, providing support and guidance.

Senior Fiduciary Officer

Caldwell Trust Company
05.2013 - 07.2017
  • Provided customized wealth management and trust services to book of high net worth clients and their families.
  • Continued to build strong network of professional advisors within the community to drive new business goals.
  • Brought knowledge from prior work experiences to help strengthen internal processes and controls within the company.

Managing Director and Senior Wealth Strategist

Northern Trust
03.1996 - 04.2013
  • Trained and guided team members to maintain high productivity and performance metrics.
  • Delivered consistent revenue growth by identifying new business opportunities, orchestrating effective sales and marketing strategy that targeted untapped markets.
  • Expanded market presence through successful negotiation of key partnerships and acquisitions.
  • Cultivated a strong organizational culture built on integrity accountability teamwork which resulted in higher retention rates among staff.
  • Interacted well with customers to build connections and nurture relationships.
  • Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.

Vice President and Trust Administrator

SunTrust
05.1994 - 03.1996

Personal trust administrator for high net worth individuals and not for profit organizations.

Attorney

Icard, Merrill, Cullis, Timm, Furen & Ginsburg
05.1991 - 05.1994

Associate attorney for large regional lawfirm specializing in estate planning, real estate and corporate law.

Education

ABA National Honor Society -

Northwestern University
Evanston, IL
07-1995

J.D. -

University of Florida
Gainesville, FL
04-1991

Bachelor of Science - Business Administration And Management

University of Florida
Gainesville, FL
12-1987

Skills

  • Technical knowledge and Industry Expertise
  • Business Development and Community Networking expertise
  • Problem-solving abilities
  • Excellent Communication Skills
  • Team Building Leadership

Community Impact

  • William G. and Marie Selby Foundation, Board Chair
  • Jerome and Mildred Paddock Foundation, Trustee
  • James M. Doss Charitable Foundation, Trustee
  • Boys and Girls Clubs of Sarasota County, Board Member (awarded Board Member of the Year award)
  • Gulfcoast Community Foundation, Board Member
  • Sarasota County Bar Association, Board Member and Past Chair of South County Division
  • Southwest Florida Estate Planning Council, Past Chair
  • Venice Area Estate Planning Council, Past Chair
  • Charitable Gift Planners, Board Member
  • Leadership Sarasota Alumni
  • Additional Board Service on a number community board and associations over my 30 year career

Timeline

Managing Principal

Sabal Trust
08.2017 - Current

Senior Fiduciary Officer

Caldwell Trust Company
05.2013 - 07.2017

Managing Director and Senior Wealth Strategist

Northern Trust
03.1996 - 04.2013

Vice President and Trust Administrator

SunTrust
05.1994 - 03.1996

Attorney

Icard, Merrill, Cullis, Timm, Furen & Ginsburg
05.1991 - 05.1994

ABA National Honor Society -

Northwestern University

J.D. -

University of Florida

Bachelor of Science - Business Administration And Management

University of Florida
Susan Hines