Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Susan Miller

Burlington,NC

Summary

I am committed to helping clients meet their financial goals. Extensive experience developing and implementing estate and Trust planning strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.

Overview

31
31
years of professional experience
1
1
Certification

Work History

Trust Advisor

Truist
01.2017 - Current
  • Participated in ongoing professional development opportunities to maintain current knowledge of industry best practices.
  • Developed comprehensive trust strategies for clients, resulting in increased asset retention and growth.
  • Effectively communicated complex financial concepts to clients, helping them make informed decisions about their trusts'' investments.
  • Negotiated favorable terms on behalf of beneficiaries when settling estates or administering trusts.

Trust Administrator

Sabadell Bank
01.2011 - 01.2017
  • Established strong relationships with clients by providing exceptional customer service and support.
  • Contributed to the growth and success of the organization by meeting or exceeding client retention and new business development goals.
  • Reduced risk exposure with thorough reviews of trust agreements and careful monitoring of account activities.
  • Facilitated clear communication between clients, beneficiaries, attorneys, and other involved parties throughout the entire administration process.

Trust Administrator

CitiTrust
01.2008 - 01.2011
  • Coordinated estate planning strategies with external advisors to optimize wealth preservation for high net worth clients.
  • Conducted annual account reviews to maintain compliance with regulatory requirements and identify areas for improvement.
  • Streamlined trust administration processes for increased efficiency and accuracy in documentation.
  • Developed customized financial plans for beneficiaries, ensuring long-term financial stability and growth.

Trust Administrator

First Union /Wavhovia Bank
02.1993 - 01.2008

Education

Bachelor of Science - Business/Finance

Penn State University
University Park PA
12.1984

Skills

  • Sales experience
  • Compliance knowledge
  • Legal Understanding
  • Financial Acumen
  • Trust Management

Certification

  • CTFA since 2000
  • Graduated from Cannon Financial Graduate Trust School
  • Graduated from ABA Personal Trust School

Timeline

Trust Advisor

Truist
01.2017 - Current

Trust Administrator

Sabadell Bank
01.2011 - 01.2017

Trust Administrator

CitiTrust
01.2008 - 01.2011

Trust Administrator

First Union /Wavhovia Bank
02.1993 - 01.2008

Bachelor of Science - Business/Finance

Penn State University

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Susan Miller