Manages commercial banking portfolios for clients with $100 million to $2 billion in annual revenue. Responsibilities include researching complex credit information, evaluating loan and underwriting alternatives, resolving portfolio-management issues, leading projects and teams, mitigating risk, ensuring compliance, collaborating with stakeholders, and mentoring less experienced employees.

Administer Special Needs Trusts for beneficiaries with disabilities, ensure compliance with trust provisions and government benefit rules, coordinate with attorneys and care professionals, resolve trust-related risks, mentor junior staff, and engage clients and partners to provide high-touch fiduciary services within a risk-managed framework.