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Job Seekers

Posted June 2008

Randall B. Klotz
Senior Trust Administrator 4

Accomplished trust administrator with leading financial institution.  Superior knowledge in all areas of estate and financial planning, fiduciary administration, business succession planning, investment management, income and estate taxes, regulatory requirements and compliance, and reporting to trustors, beneficiaries and management.  Extensive background in the legal review and analysis of trust documents, risk management, trust litigation, real estate asset management, and full balance sheet cash flow analysis.  Strong track record of success in wealth planning and business development through the analysis and implementation of sophisticated planning strategies that enable clients to leverage and protect the value of their estates.  Excel at managing sales, service and implementation of wealth plans through collaboration with other financial specialists, such as private client advisors, investment managers, private bankers, insurance specialists, attorneys, CPAs, and other centers of influence.  Licensed attorney (highest peer review rating) and real estate broker.

Click here for his full resume and contact information.