Senior Trust Officer

Patricia C. Kinch
2478 Ethels Lane
Lakeland, FL 33801
(863) 666-1342

Profile

Senior trust officer with vast expertise in small to large trust departments with an emphasis. Proven ability to handle trust adminstration and investment management services.
Experience

Smith Bank and Trust, Lakeland, FL

1999 – 2001
Senior Vice President / Senior Trust Officer
Oversaw all operations of the trust department. Was responsible for personal and employee trust acounts, portfolio management and business development.
• Excellent trust audit ratings from the FDIC.
• Created attractive packages for high-net-worth individuals.

Bank of Lakeland, Lakeland, FL

1994 – 1999
Vice President – Private Client Services
Offered private investment management services for affluent clients.
• Sold private bankers financial products.
• Developed the business development unit from scratch.

Bank of Florida, Lakeland, FL

1989 – 1994
Vice President and Trust Officer – Trust Division
Oversaw statewide territory for international private banking. Traveled to international private banking officers to train and develop.
• Had personal fees in excess of $300,000.
• Contributed 10% to company wide sales quota.

North Carolina State Bank, Chapel Hill, North Carolina

1986 – 1989
Vice President and Trust Officer – Capital Management Group
Sold and managed employee benefit products.

Trans-Pacific National Bank, San Fernando, California

1979 – 1986
Senior Trust Officer
Oversaw 65 personal trust accounts. Worked with bank administration and sales representatives to market financial services and bank products.
• Personally contributed 15% of company annual sales objective.

Education and Training

UNIVERSITY OF NORTH CAROLINA, Chapel Hill, NC

Management
Bachelor of Science Degree in Management
Bachelor of Science Degree in Political Science

Tax Analysis I & II

Installment Lending
Principles of Bank Operations
Trust Seminars

Federal Institute of Banking
Basic and Standard Certificates

Licensure

Series 7, 63, 65, and Group I Insurance

 

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