Leads complex fiduciary and estate planning strategies for high-net-worth and ultra-high-net-worth clients. Advises leadership, clients, accountants, and attorneys on trust administration, wealth transfer, taxation, asset management, fiduciary law, and financial planning. Develops innovative, cross-functional solutions, resolves complex planning needs, provides strategic guidance, and ensures compliance with loan originator and regulatory requirements.

Manages complex credit portfolios and client relationships within vendor finance. Responsibilities include analyzing cash flow, liquidity, leverage, collateral, debt coverage, and repayment sources; structuring and executing specialized lending transactions; supporting renewals and refinancings; managing risk and problem-loan resolutions; leading cross-functional initiatives; advising leadership on credit solutions; and mentoring less experienced employees.

10-week structured commercial banking internship providing onboarding, hands-on team experience, financial research and analysis, support for relationship managers and credit underwriters, networking, speaker series, and professional development with emphasis on compliance, risk awareness, and analytical skill building.