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Chris Moriarty, AFC
FINANCIAL RESOURCES - Hartsdale, NY
President, March 2002 to Present
MERRILL LYNCH TRUST COMPANY – New York, NY
(Relocated to Paramus, NJ)
Vice President and Trust Officer,
May 2000 to March 2002
Facilitated team approach, consisting of client’s investment advisor(s), legal advisor(s), and the administrative team to determine client’s needs and wishes. Determined appropriate investment planning tools to accomplish goals of the client. Supervised execution of client’s investment plan.
in the pilot phase for the transfer of appropriate accounts to a regional call
an intra-department database file (Microsoft Access) for multi-user client
follow-up and new business tracking. Database
would allow a user to contact a client with a history or log of prior
communications readily available.
MORGAN STANLEY DEAN WITTER – Jersey City, NJ
July 1998 to May 2000
for the on-going training, support, and management of seven Trust Officers
administering an average of one hundred thirty accounts.
Team administered varying types of accounts including Revocable,
Charitable, Testamentary, and Life Insurance Trusts.
to the restructuring of the Trust Company by serving on the Focus Group
designated to determine the needs of the Trust Company and recommend a new
organizational structure. Jointly
developed a plan that became the basis for the new structure.
an instruction manual designed to be an introduction to trust and estate
management and promote an open environment for questions and concerns of the
the Administration Department in a project to transition the operations and
correspondence processing to a paperless environment. Recommended procedural changes of forms used within and
AMSOUTH BANK – Clearwater, FL
June 1995 to July 1998
the Signature Services area of the Trust Department.
This included streamlining processes to become more cost effective and
adapting policies and procedures to develop a self-sufficient unit.
Supervised and administered approximately four hundred accounts along
with two staff members.
and implemented conversion of the estate fee accounting from cash basis to
accrual. The team analyzed benefits
and created the process for tracking monthly accruals.
Ø Developed a database file (Microsoft Access) to be shared by Administrators, within the Signature area, in order to improve continuity and efficiency. This database lowered amount of paperwork and allowed cross managing of accounts.
CHEMICAL BANK – New York, NY
Account Manager, August 1993 to June 1995
Responsibilities included monitoring and maintaining syndicated loan portfolios for corporate clients, such as, Landstar Systems, Reynolds Metals, ITT Corporation, and Metro-Goldwyn-Mayer.
and implemented improvements in reporting and training for Quality Assurance
Managers, which significantly decreased time spent and resources utilized.
Training period decreased from over five weeks to three weeks.