R.

SLOAN SAVERINE
100 Wolfpit Avenue # 14
Norwalk, CT 06851
(203) 536-4794
sse72f68@westpost.net
PROFESSIONAL SUMMARY
A highly driven professional with over 12 years of experience in private wealth
management specializing in the areas of client management, trust administration
and estate planning. Proactive in relationship management with a deep familiarit
y of planning disciplines and the practices and procedures of the private wealth
management industry. A proven ability to develop and close new business and pro
vide clients the highest level of service.
PROFESSIONAL EXPERIENCE
U.S. TRUST, BANK OF AMERICA PRIVATE WEALTH MANAGEMENT, Westport, CT
The private wealth management division of Bank of America N.A. specialized in se
rvicing high net-worth individuals and institutions.
Vice President, Trust Officer August 2005 a" November 2009
a Managed and administered client relationships consisting of trust, custody, IR
A and investment management accounts totaling over $750 million in assets. Ensur
ed the effective implementation of estate plans and the orderly transmission of
assets to intended beneficiaries. Identified opportunities utilizing knowledge o
f companyas products and services to further enhance client relationships. Pro
vided guidance to individuals and worked with their selected attorneys to provid
e plans for the preservation and distribution of assets. Reviewed drafts of prop
osed wills and trusts. Accomplishments included:
o Exceeded 120% of sale revenue goals in investment management, trust, credit, d
eposit and transactional revenue.
o Developed and closed $400 million family trust appointment for affiliate U.S.
Trust Company of Delaware.
o Developed and won co-executor appointment of $100 million.
o Exceeded annual client retention targets of 98% or better annually through ban
k and charter consolidations and the migration of relationships to new business
lines.
o Market champion leading efforts on national initiatives for foreign tax reclai
m, new fee implementations and communicating migrations.
U.S. TRUST COMPANY, N.A., Stamford, CT
Assistant Vice President February 2004 a" August 2005
Financial Officer September 2000 a" February 2004
a Manager and trust administrator of client relationships consisting of $250 mil
lion in trust, IRA, custody and investment management relationships. Ensured the
effective implementation of estate plans and the orderly transmission of assets
to intended beneficiaries. Provided guidance to individuals and work with their
selected attorneys to provide a plan for the preservation and distribution of a
ssets. Prepared cash flow analyses enabling clients to accurately assess ability
to support lifestyle based on future and anticipated expenditures. Review draft
s of proposed wills and trusts. Accomplishments included:
o Assets under management increased from $150 million to $250 million.
o Consultant on integration of technical applications and internal procedures. M
ajor projects included Development of trust operations in offices in Washington
DC, Wayne, PA, Charlotte, NC, McLean, VA, Minneapolis, MN and Boston, MA.
o Secretary of regional Trust Investment and Account Review Committees ensuring
accounts conform to Regulation 9.
o Promoted to Assistant Vice President and given responsibility of mentoring ass
ociates in lower CT.
a
R. SLOAN SAVERINE
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U.S. TRUST COMPANY, N.A., Stamford, CT (cont.)

Trust Account Associate March 1998 a" September 2000
a Supported five senior relationship managers with administration of over 800 cl
ient relationships. Prepared cash flow analyses and reconciliations for presenta
tions to clients including calculation of estate taxes and settlement costs. C
alculated required minimum distributions for IRAas and annual payouts for charit
able trusts. Coordinated opening and closing of accounts; ensuring all due dilig
ence was performed in accordance with Regulation-9, KYC and the timely receipt a
nd delivery of assets. Performed daily administration of accounts; responded to
client inquiries, initiated cash & security transactions. Summarized trusts and
wills for clients. Accomplishments included:
o Account executive on largest relationships in lower CT over $20 million report
ing directly to heads of Trust department.
o Trained account associates in locations in Connecticut, Washington DC, Charlot
te, NC, Boston, MA and Wayne, PA.
Associate September 1997 a" March 1998
a Provided administrative support to marketing and compliance managers. Maintain
ed marketing database and distributed materials to clients and prospects. Assist
ed in preparation of client presentations and account relationship reviews. Ensu
red compliance of all marketing materials.
EDUCATION
UNIVERSITY OF MARYLAND, College Park, MD 1993 a" 1997
Bachelor of Arts, Sociology.
NCAA DIVISION I VARSITY GOLF a" Academic All-American (a95, a96 & a97)
CANNON FINANCIAL INSTITUTE, Boston University, Boston, MA 1999 a" 2002
Graduate with Honors, Canon Personal Trust School
LICENSES & DESIGNATIONS
CTFA, Certified Trust and Financial Advisor