Neil Archibald
Executive Vice President, Chief Administrative Officer, General Counsel @Members Trust Company
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WORK HISTORY
Executive Vice President, Chief Administrative Officer, General Counsel @Members Trust Company
Tampa/St. Petersburg, FL, US
Direct diverse team of marketing, data, and legal professionals and project managers. Provide guidance to and collaborate with compliance, fiduciary, and investment team members. Oversee corporate-wide and fiduciary legal affairs, with responsibilities spanning corporate M&A activities, litigation, and partnership agreements, managing budgets across marketing, product, and legal departments.• Oversaw development of online, semi-automated discretionary distribution review portal that replaced manual, paper submission process, reducing preparation time by 42% and enhancing Trust Committee risk management and oversight. • Led client fee structure redesign to enhance net income.
EDUCATION
CUES CEO INSTITUTE
Certified Credit Union Executive (CCE) designation
University of Virginia
Bachelors
Product School
Product Manager and Product Leader certifications
Cornell University - Johnson Graduate School of Management
Executive Management Certificate
University of Maryland Francis King Carey School of Law
Juris Doctorate
SKILLS
ABOUT NEIL ARCHIBALD
Cultures of excellence, efficient operations, and financial improvements produce organizational success. Leading product development, curation, and communication processes drives revenue and organizational growth. As a dynamic and results-driven C-suite executive, I possess 20+ years of distinguished experience in contributing to organizational growth and enhancing operational efficiencies while incorporating a robust legal and risk management background. Further, I leverage my deep acumen in strategic planning, business development, and compliance oversight, complemented by my proven ability to foster strong board relationships and governance. I am also adept in steering continuous improvement initiatives, and leading high-performing teams to surpass business objectives and obtain aggressive goals. Below is a selection of the top accomplishments from my career with Members Trust Company, FSB: • Organizational leader of multi-billion dollar trust company and key driver of the development of an online IRA and IMA account opening portal using Laserfiche, a unique application that garnered invitation for the team to speak at a national conference.• Pioneering the Flex IRA product, an industry-first innovation that integrated a standard IRA, a Trusteed IRA, and Conduit Trusts, ensuring not only compliance with SECURE Act changes, but also setting a new standard in retirement account options.• Playing an integral role in the conception and development of the Charitable Donation Account, a novel financial product facilitating corporate capital expansion into equity investments while enhancing charitable contributions; worked closely with regulators and NCUA to establish agency regulations.I am excited to expand my professional network and see what the future may hold. If you would like to connect, please contact me at n••••••••@msn.com.
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