Maribel Gerstner
Executive Director at Millennium Trust Company
- Role
- Executive Director at Millennium Trust Company
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Maribel Gerstner
I lead the Retirement & Custody operations functions at Millennium Trust Company, and am a member of its Strategic Operating Committee. My focus is on standardizing and automating our operations to scale them for growth. I facilitate greater connectivity across the firm, ensuring the continuation of the fast-paced, goal-oriented, customer-centric and collaborative culture that has been key to Millennium’s identity and success. In previous Chief Operating Officer roles, I have successfully created the internal structure to support an early stage trade association (DCIIA) and turned around an underperforming business unit at a Fortune 100 company (Allstate). I am passionate about building and leading high-performing teams using a strengths-based approach to help team members discover and leverage their best attributes and foster open communication. I’m known as a diversity champion with an entrepreneurial spirit and a passion for helping clients improve their financial security. I have a transparent and authentic leadership style that is inclusive and engaging. I began my career at Arthur Andersen, and adopted the firm\'s motto, “Think Straight, Talk Straight”, as my own. SPECIALTIES: Financial Services | Chief Operating Officer | Business Strategy | P&L Leadership | Entrepreneurship | Broker Dealer Management | Operations Management | Robotic Process Automation | Broker Dealer Compliance | Regulatory Compliance | FINRA | Series 7 | Series 24 | Securities Regulation | Investment Advisory | Wealth Management | Personal Financial Planning | CFP | Securities | Investments | Mutual Funds | Alternative Assets | Defined Contribution Plans | Life Insurance | Annuities | Estate Planning | Retirement Planning | Tax Strategies | Charitable Giving | Team Building | Process Improvement | Six Sigma | Trade Assn. Management | IRA Custody Services
Experience
Executive Director
May 2018 — Present · Oak Brook, IL
Millennium Trust Company is a leading financial services company offering specialized custody solutions to institutions, advisors and individuals. Some of its innovative solutions include alternative asset custody, IRA rollover solutions, private fund custody and advisor support solutions. In my role as Executive Director of Retirement & Custody Operations I am responsible for creating and executing an operations strategy to support Millennium’s rapid growth. My teams are responsible for account opening and maintenance, securities trading and account services (including traditional and alternative asset valuations and transfers), tax reporting, reconciliations, distributions, project management and business transformation. Our focus is on providing exceptional service by developing and installing best-in-class processes across all business operations. Our process re-engineering efforts have improved overall operational efficiency by 25%.
Education
Loyola University Chicago School of Law
JD, Tax, Estate Planning
1984 — 1987
Northwestern University
BA, Political Science
1980 — 1984
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