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Working within a team-based service model, Senior Trust Officers partner with Portfolio Managers, Trust Associates, specialty asset teams, tax and legal professionals, operations teams, financial advisors, bankers, and other Wealth Management colleagues to deliver coordinated fiduciary solutions and a consistent client experience. The Senior Trust Officer promotes relationship retention and growth by building strong client and beneficiary relationships, identifying opportunities to deepen existing relationships, supporting referrals and new business, participating in account acceptance and transition discussions, and delivering high-quality service throughout the client lifecycle.

YEAR

U.S. Bancorp

Wealth Management- Senior Trust Officer

This Managing Director role is responsible for expanding Armanino's Valuation and Financial Modeling practice by driving business development, leading complex client engagements, developing talent, and partnering across advisory practices to deliver integrated solutions. The ideal candidate is a proven valuation leader with a strong commercial orientation, deep technical expertise, an established professional network, and a track record of building teams, developing people, and expanding client relationships in a consulting environment.

Armanino McKenna Certified Public Accountants & Consultants

Managing Director, Valuations

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The CFO oversees all financial, accounting, and information technology activity of Bellwether and its affiliates, including, but not limited to, ensuring systems for financial controls and regulatory compliance are in place; overseeing accounting, tax and financial reporting functions; advising other leaders on real estate financing and government contracts, and overseeing corporate and partnership structuring; overseeing organization and building budgeting and asset management; overseeing treasury and cash flow and enterprise-level financing activity; maintaining relationships with financial partners; providing leadership in planning and policy development; overseeing financial information systems and administration; overseeing risk management; and sharing in the oversight of appropriate legal matters. Bellwether is a leader in state and local housing policy issues, an innovator in financing and housing development strategies, and a trusted partner to a diverse array of organizations in its community, while providing real estate development services to other mission-driven nonprofits around Western Washington.

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