Philip Lachapelle

About Philip Lachapelle

Identified and translated innovative concepts into significant corporate value, earnings…

Experience

1. President Chief Operating Officer Director

   Prime Trust

   Jun 2016 — Present

   Recruited by Prime Trust Chief Executive Officer to develop a sound business plan and facilitate the Nevada Trust Charter application approval process. Recruited a high-profile key Director (Member) and received regulatory approval from the Commissioner, Nevada Financial Institution’s Division on January 28th, 2017. Prime Trust is the leading tech-driven trust company with a focus on private securities, bonds, cash, exchange traded funds, and real estate. It also provides escrow services, SPV alternative models, custody of accounts, and custom trust needs. Products and services will be offered to Nevada residents and accessible to other jurisdictions. The proposed operation will provide specific tech-driven trust services to the public with a soft launch and soon to be announced website and product launch. In addition, Prime Trust will prospectively fulfill an important role in connection with enabling certain small businesses access to capital.

Education

• University of California, Davis

  Bachelor of Arts (B.A.), Sociology

  1965 — 1969

• Golden Gate University

  Master of Business Administration (MBA), Banking and Finance

  1974 — 1977

• Golden Gate University

  Master of Business Administration - MBA, Banking, Corporate, Finance, and Securities Law

Skills

• Credit Analysis
• Financial Services
• Small Business Lending
• Financial Analysis
• Credit
• Commercial Mortgages
• Consumer Lending
• Commercial Lending
• Vendor Management
• Mortgage Lending
• Voip
• Banking
• Loans
• Commercial Banking
• Asset Based Lending
• Microsoft Office
• Risk Management
• Capital Markets Analysis
• Portfolio Management
• Strategic Planning
• Credit Risk