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Trust administration and Management Expert Witness | Georgia

Expert Qualifications

This expert spent his entire career as a trust officer. His experience has been in different types of trusts. In one of his positions, he was hired to manage and grow a $130 million trust shop. He restructured operations and grew the department to about $180 million. In another position, he headed a $25 million department, managing it for almost 15 years and grew assets to $140 million. He increased revenues almost 500%. He was promoted to Group Vice President and later to Senior Vice President. In one position, he handled assets of over $1 billion. He retired as of September of 2012.

Bio Snapshot

Location: Georgia
B.S., Cum Laude Business and Accounting Concentration, North Georgia College
M.B.A., Augusta College
Graduate Education, Trust & Banking, Southwestern Graduate School of Banking, Southern Methodist University
Certifications: Series 7, 66 and 24 securities licenses
Former, established and grew a Trust Shop, River City Bank, Rome, GA
Former, Vice President through Senior Vice President, SunTrust Banks
Former, Assistant Trust Officer, First National Bank of Augusta
Former, Trust Administrative Officer, Birmingham Trust National Bank
Former, Management and Coordination, SunTrust Georgia Affiliate Banks Trust Departments(8 of them throughout Georgia)

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