I interviewed Donald Moore, CEO, Bearmoor, LLC. Donald has over 20 years of experience in the asset management and fiduciary industry. In conclusion of this interview I asked him to provide me the Top Ten Risks in Trust Administration to provide some guidance to banks involved in wealth and trust management. Donald has served in senior fiduciary positions with various US Treasury agencies, as well as a leading financial services consulting firm. He began his career as a Trust Examiner with Office of the Comptroller of the Currency. He has examined over 50 trust divisions, including the lead position at two of the nation’s largest trust institutions. He has assisted in the development of national policy and guidelines at both the Comptroller’s Office and the Office of Thrift Supervision.
About The Author
Kelly Coughlin is a CPA and CEO of BankBosun, a management consulting firm helping bank C Level Officers navigate risk and discover reward. He is the host of the syndicated audio podcast, BankBosun.com. Kelly brings over 25 years of experience with companies like PWC, Lloyds Bank, and Merrill Lynch. Kelly earned his undergraduate degree (BA) from Gonzaga University and a master’s degree in business administration (MBA) from Olin Graduate School of Business at Babson College in Wellesley, MA. Kelly lives in Edina, MN.
Part One: Regulatory, Compliance and Cybersecurity, Analysis of Invictus Consulting Group 2016 Regulatory Outlook:
February 7, 2016
May 18, 2016
October 13, 2017