Verified recordFinancial Services

Amber Colmore

Estate Abstractionist at Vanilla

Based in Eminence, United States

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Seniority

Other

Department

Other

Location

Eminence

Industry

Financial Services

Company size

215

Contact information

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Email

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a•••••••@justvanilla.com

Phone

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Background

About Amber Colmore

I am a trust administration expert and wealth management professional with deep expertise in managing high-net-worth accounts and ensuring regulatory compliance. With over 15 years of experience in the banking industry, I excel at overseeing assets exceeding $2B while significantly reducing risk.My recent career highlights include: Successfully managed accounts, currently overseeing 785+ with $2B in assets under management. Resolved 25+ outstanding compliance issues within 5 months for a trust book of business lacking oversight, restoring compliance and streamlining processes. Saved the company millions by identifying errors in trust distributions, preventing misallocation of hundreds of thousands of dollars.I am skilled at strengthening client relationships and operational efficiencies while ensuring strict adherence to policies and procedures. My expertise spans trust administration, fiduciary and estate planning, wealth and investment management, and regulatory compliance.As a champion of teamwork, I foster a supportive and collaborative atmosphere, ensuring tasks are completed efficiently and accurately. I have been noted for consistently exceeding objectives in highly regulated environments and am recognized for my ability to navigate complex financial landscapes.In addition to my hands-on experience, I hold the Certified Trust and Financial Advisor (CTFA) designation from the American Bankers Association and have completed Cannon Financial Trust School 1, 2, and 3. I earned my Bachelor of General Studies in Music from Shawnee Baptist College. My areas of expertise include:Trust Administration | Trust Operations | Client Support | Client Relations | Client Retention | Regulatory Compliance | Transaction Processing | Fiduciary & Estate Planning | Problem & Issue Resolution | Documentation & Reporting | Account Management | Account Review | Wealth & Investment Management | Relationship Management | Audits & Regulatory Compliance | Tax Processing & Tax Filing | Coaching & Mentoring | Training & Development

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