Thomas C. Kane

Thomas C. Kane

by | Dec 28, 2018 | Team Bios

Early in his career Tom’s colleagues tagged him with the moniker, Boy Wonder.  The genesis of this likely sprang from a combination of his boundless enthusiasm and never-ending quest to learn all he could about financial services.  Or perhaps, wondering why...
Kip Gregory

Kip Gregory

by | Dec 27, 2018 | Team Bios

Kip Gregory is a specialist in creating and implementing successful business development strategies. The author of Winning Clients in a Wired World, he is recognized as one of the country’s leading authorities on improving sales productivity and creating business...
Les Revzon

Les Revzon

by | Apr 10, 2018 | Team Bios

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

by | Apr 10, 2018 | Team Bios

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

by | Apr 10, 2018 | Team Bios

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

by | Apr 10, 2018 | Team Bios

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...