Our Experience
Through our professional experience we have assisted several Asset Management and Fiduciary organizations achieve increased performance. We have worked in numerous institutions, varying in size from less than $1 billion to greater than $100 billion. Through our partnership with these organizations, annual recurring revenues have increased 12 - 20%.
Donald F. Moore, Jr.
Chief Executive Officer- Oversaw the design and development of a Trust Consulting practice.
- Identified and implemented Asset Management and Fiduciary profit enhancement opportunities at several institutions.
- Provided both regulatory and strategic reviews of fiduciary oversight programs, including audit, compliance, and risk management.
- Assisted in developing, drafting and implementing federal regulations, including the revision of 12 CFR 9 for fiduciary activities of financial institutions.
- Developed and provided articles for inclusion in various trade publications.
- Presented lectures and speeches on the topic of fiduciary activities to various groups, including state banking agencies and national organizations.
- Senior Principal, Carreker Corporation
- Fiduciary Fellow, Office of Thrift Supervision (US Treasury)
- Senior Fiduciary Examiner, Comptroller of the Currency (US Treasury)
John N. Beard, Jr.
President- Designed and developed a Trust Consulting practice.
- Performed research and presented business cases for revenue enhancement opportunities for Trust, Investment Management, Private Banking, and Brokerage.
- Delivered numerous product profitability engagements addressing current product performance, competitive markets, customer retention and application usage.
- Provided both regulatory and strategic reviews of fiduciary oversight programs, including audit, compliance, and risk management.
- Demonstrated Extensive knowledge of operations, process improvement, and project management.
- Principal Consultant, Carreker Corporation
- Internal Consultant, Bank of America
- Cannon Financial Trust School