Integration of Wealth Management Business Units

Tired of talking about this and ready to truly make it happen?  The need has never been greater for operating more efficiently and creating a consistent, positive client experience.  Let us show you how to unite today’s technologies and develop creative organizational...
Les Revzon

Les Revzon

Les Revzon has more than 45 years’ experience in trust banking and consulting, concentrating in compliance, pension services, recordkeeping, corporate trust and personal trust. Before entering the consulting profession Les,  was Director of Compliance at The...
Richard Trumpler

Richard Trumpler

Richard Trumpler is a 46 year veteran of the trust industry, known primarily for his 30 year track record of taking over 5 distressed trust companies and quickly achieving regulatory compliance and profitability. In his most recent capacity as Chief Operating Officer...
Peter van Aartrijk

Peter van Aartrijk

Peter van Aartrijk works with client leadership to define marketing communication strategies that translate into highly effective programs.  Peter brings 30 years of branding and communications experience to help meet the complex challenges our clients face in a...
Mary Beth Sullivan

Mary Beth Sullivan

Mary Beth has 25 years of experience in financial services, both as a practitioner and an advisor to senior managers and directors. She specializes in designing and implementing strategies for growth and improved profitability for banks, thrifts, specialized financial...