William Hartmann

• Administer a book of over 700 Life Insurance Trusts.
• Keep accurate records of transactions and ensure all paperwork is completed accurately.
• Communicate with clients and other professionals to ensure trust accounts are managed properly.
• Review trust documents and ensure they comply with applicable laws and regulations.
• Prepare and file all necessary tax forms.
• Monitor investment performance and provide advice on investment opportunities.

• Direct liaison to Trust Officer
• Manage a specific book of Irrevocable Life Insurance Trust accounts
• Perform annual account administrative reviews
• Assist with policy due diligence and investment decisions

• Responsible for supporting attorneys, trust officers and clients with their daily trust administration needs
• Involved in account onboarding, review, and maintenance
• Assist tax professionals in preparing fiduciary tax returns
• Maintained a book of over 100 private assets

Launched account management systems for a de novo trust company specializing in international trusts and high net worth clients. Responsibilities including monitoring transactions and directing communications between various investment specialists, trust administrators and clients.

• Manage over 7000 assets
• Built and maintained accounting software containing over 130 Trust accounts
• Monitor the daily transactions of over 300 portfolios
• Assist in opening and closing of accounts and various administrative duties

Supervise daily operation of various indoor and outdoor pools.

• Supervise over 15 lifeguards
• Oversee up to 1000 patrons at a time
• Arrange, coordinate and implement promotion of aquatic programs and events
• Cultivated a culture of teamwork and maintain a calm, organized work environment during rescue and emergency situations

• Arrange and conduct activities while guiding physically disabled middle school children, in personal growth and daily living skills
• Contribute to the direction and 24-hour supervision of campers in their living unit and during activities while championing program initiatives and camp mission
• Lead campers and act as a role model in all areas of camp activities, including cleanliness, punctuality, chores, rules, and sportsmanship