Geoffrey J. McDonald

About Geoffrey J. McDonald

My broad professional background allows me to approach opportunities from a unique perspective. In an world of specialization, we have been trained to think and react in a linear manner. I utilize my experience across multiple industries to implement a holistic approach in identifying opportunities and developing solutions for clients and their trusted advisors. Senior Vice President, Trust Officer, Private Wealth, IQ EQ Trust Company U.S, LLC IQ EQ Trust Company U.S. is a leading independent U.S. based trust company with a focus on open architecture, high-end professional independent trustee services, and related administration and compliance services. With operations in both New Hampshire and South Dakota, our geographical location is primed for the U.S. Private Wealth independent trust space, with access to the well-established advantages of New Hampshire’s and South Dakota’s trust and trust tax laws, for both domestic and foreign (U)HNW clients alike. IQ EQ serves as Trustee for 850+ trusts with more than $9B in assets under administration for 250 families from all over the worldIQ-EQ is a leading investor services group that combines global expertise with an unwavering focus on client service delivery. With a team of people located in 25 jurisdictions and assets under administration (AUA) exceeding $600B, we support fund managers, global companies, family offices and private clients operating worldwide.

Experience

1. VP, Senior Trust Officer, Private Wealth at Iq Eq Trust Company, U s

   IQ-EQ

   Sep 2018 — Present · Bedford, NH, US

   IQ EQ Trust Company, U.S. is a state chartered, non-depository trust company with operating offices in both New Hampshire and South Dakota. IQ EQ Trust Company, U.S. serves as trustee for 800+ trusts with over $7.5B in assets under administration.We offer \"directed\" or \"administrative\" trustee services that provide families from all over the world with access to the well-established advantages of New Hampshire and South Dakota\'s trust and trust tax laws. We can accommodate any trust governance structure to serve the particular goals of our client\'s families. The combination of our unbundled services model, our industry expertise and our a la carte fee structure allows families to choose only the trust services they need, without disturbing existing relationships with financial managers and other trusted advisers.IQ-EQ is a leading investor services group that brings together a rare combination of global technical expertise and deep understanding of its clients’ needs. With a team of people across 24 jurisdictions and more than $650B in assets under administration, IQ-EQ supports fund managers, multinational companies, family offices and private clients operating worldwide.

Education

• Hartwick College

  BS, Political Science

  2004 — 2008

Skills

• Public Relations
• Viral Marketing
• Sales
• Marketing
• Negotiation
• Social Media
• Entrepreneurship
• Promotions
• Sales Process
• Customer Satisfaction
• New Business Development
• Management
• Team Building
• Public Speaking
• Project Planning
• Leadership Development
• Strategic Planning
• Fundraising
• Marketing Strategy
• Leadership
• Social Networking
• Sales Management
• Sales Operations
• Customer Service
• Event Planning
• Social Media Marketing