MANAGED - COMPLETED

• Trust system conversion for structured finance unit, including system and operations platform gap analysis, resolution and process definition as well as business conversion tasks.

• Integration planning for conversion and transition of acquired top tier corporate trust unit to successor’s operating platform and processes.

• Business needs assessment and decision criteria to select a securities processing system to save $4,400,000 annually.

• Negotiation of hardware and software contracts for a securities accounting system.

• Analysis of competing software packages for major software services provider, including post acquisition development plan for market growth.

• Advisement to former Texas State Treasurer on the development of treasury and escheat regulations and management policies.

DEVELOPED - IMPLEMENTED

• Business plan to enhance trust revenues by marketing back office accounting services on a private label or outsource basis to non-affiliated banks.

• Business plan to quadruple net income on a portion of corporate trust product line by enhancing and extending national bank’s employee plan services to US based international corporations.

• Implementation of a middle office in a large trustee administration shop, including standardizing and centralizing cash, investment and compliance transactions.

• Integration plan for corporate trust units with comparable organizations of three regional banks over five year period.

• Process for allocating trust operations costs to business lines and local office sites.

• Hardware and software acceptance tests.