John Riccardi
VP & Senior Trust Officer at U.S. Bank
- Role
- Vice President & Senior Trust Officer at U.S. Bank
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About John Riccardi
Certified Trust and Financial Advisor (CTFA) Expertise in Taxation, Estate…
Experience
Vice President & Senior Trust Officer
Nov 2012 — Present · Cincinnati, KY, US
Personal Trust Officer in U.S. Bank Private Wealth ManagementResponsible for the efficient administration of trust accounts for an affluent or high-net worth client base where the bank is acting as trustee, executor, administrator, conservator, guardian, depositor or agent.Provides expert advice and counsel in the area of personal trust products and services.Provides high level customer service to customers, attorneys, and beneficiaries relating to these accounts.Administers accounts in a manner that ensures compliance with legal requirements and business line policies and procedures.Shared responsibility for developing, managing, and retaining client relationships in Wealth Management.Work with a variety of trusts and estate planning vehicles including: Family Revocable Trusts, Testamentary Trusts, Marital Trusts, QTIP Trusts, Educational Trusts, GRATs, CRUTs, CRATs, Intentionally Defective Trusts, GST Exempt and Non Exempt Trusts, ILITs, Family Limited Partnerships, Foundations & Endowments etc.Responsible for 130 Personal Trust relationships, consisting of 315 accounts, and producing annual revenue of $3.9 million.Am presenter at seminars for Continuing Legal Education on Estate Planning and Probate topics.
Education
Ohio University
BA, History
1995 — 1999
The Ohio State University Moritz College of Law
JD, Law
1999 — 2002
Skills
- Retirement Planning
- Portfolio Management
- Investment Management
- Real Estate Taxation
- Property Tax
- Federal Taxation
- Tax
- Wealth Management Services
- Asset Allocation
- Banking
- Risk Management
- Investments
- Investment Advisory
- Securities
- Estate Planning
- Wealth Management
- State Taxation
- Financial Risk
- Trust Administration
- Asset Management
- Financial Advisory
- Us Tax
- Alternative Investments
- Income Tax
- High Net Worth Individuals
- Trust Services
- Private Wealth Management
- Fiduciary Law
- Trusts
- Trust
- Fiduciary
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