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Trust officer/Financial sales Resume
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| Desired Industry: Banking/Mortgage |
SpiderID: 1215 |
| Desired Job Location: Raleigh, North Carolina |
Date Posted: 9/22/2004 |
| Type of Position: Full-Time Permanent |
Availability Date: 10/01/2004 |
| Desired Wage: |
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U.S. Work Authorization: Yes |
| Job Level: Experienced with over 2 years experience |
Willing to Travel: Yes, 50-75% |
| Highest Degree Attained: JD |
Willing to Relocate: Yes |
Objective:
DANIEL D. LUDWIG
4935 Summit Arbor Dr. #103
Raleigh, NC 27612 (919) 621-3507
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Summary of Qualifications
• 3 years experience as a personal trust officer
• Counselor and attorney at law (Georgia)
• Registered representative of First Citizens Investor Services (Series 7 & 63)
• Staff Auditor First Citizens Bank
Professional Experience
5/2003 to 7/2004 First Citizens Bank, Raleigh, NC Staff Auditor
Plan and function as auditor-in-charge for the audits of departments, identify and evaluate the effectiveness of procedures and controls, document audit test work and findings and prepare audit report.
1/ 2000 to 5/2003 Bank of America, Atlanta, GA Assistant Vice President and Trust Officer
Full responsibility for the management of a complex book of accounts with a total market value in excess of 30 million dollars. Responsible for administration of 280 accounts according to the terms of the governing legal document and local law (Florida), including the exercise of discretion, determination of appropriate investment objective, determination of the client’s tax preference (taxable or tax free bonds), selection of the investment strategy (conservative, moderate or aggressive) and the purchase or sale of mutual funds. Maintain a relationship with the client and identify potential cross selling opportunities.
1/1999 to 1/2000 Daniel D. Ludwig, Lawrenceville, GA Attorney at Law
Represented individuals and small businesses in state and federal courts, drafted contracts, pleadings, wills and trusts.
Education
Oklahoma City University School of Law Oklahoma City, Ok
Juris Doctor 1998
Courses included: Wills and Estates I & II, Income Tax, Estate and Gift Tax
Georgia Southern University Statesboro, GA
Bachelor of Science, Justice Studies 1994
Experience:
DANIEL D. LUDWIG
4935 Summit Arbor Dr. #103
Raleigh, NC 27612 (919) 621-3507
__________________________________________________________________________________
Summary of Qualifications
• 3 years experience as a personal trust officer
• Counselor and attorney at law (Georgia)
• Registered representative of First Citizens Investor Services (Series 7 & 63)
• Staff Auditor First Citizens Bank
Professional Experience
5/2003 to 7/2004 First Citizens Bank, Raleigh, NC Staff Auditor
Plan and function as auditor-in-charge for the audits of departments, identify and evaluate the effectiveness of procedures and controls, document audit test work and findings and prepare audit report.
1/ 2000 to 5/2003 Bank of America, Atlanta, GA Assistant Vice President and Trust Officer
Full responsibility for the management of a complex book of accounts with a total market value in excess of 30 million dollars. Responsible for administration of 280 accounts according to the terms of the governing legal document and local law (Florida), including the exercise of discretion, determination of appropriate investment objective, determination of the client’s tax preference (taxable or tax free bonds), selection of the investment strategy (conservative, moderate or aggressive) and the purchase or sale of mutual funds. Maintain a relationship with the client and identify potential cross selling opportunities.
1/1999 to 1/2000 Daniel D. Ludwig, Lawrenceville, GA Attorney at Law
Represented individuals and small businesses in state and federal courts, drafted contracts, pleadings, wills and trusts.
Education
Oklahoma City University School of Law Oklahoma City, Ok
Juris Doctor 1998
Courses included: Wills and Estates I & II, Income Tax, Estate and Gift Tax
Georgia Southern University Statesboro, GA
Bachelor of Science, Justice Studies 1994
Candidate Contact Information:
| Name: Daniel Ludwig |
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| Street: |
Phone: 919/621-3507 |
| City: Raleigh |
Fax: - |
| State: North Carolina |
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| Zip: 27612 |
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| Web Site: |
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