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Greystar

Greenwood Village, Colorado

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Morgan Stanley

New York, New York

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Riverside, California

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Morgan Stanley

Seattle, Washington

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Family Office Exchange

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Greystar

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Berkadia Commercial Real Estate

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Berkadia Commercial Real Estate

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Georgetown Day School

Washington, D.C.

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Greystar

Charleston, South Carolina

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Merrimack, New Hampshire

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Stockbridge

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University of California UCPath Center

Oakland, California

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University of California Office of the President

Oakland, California

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University of California UCPath Center

Oakland, California

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Trust Officer
Purpose: Administer Trust accounts in accordance with terms of governing legal documents, laws, regulations and trust department policies.  Assist in the development of new client relationships for the department and work to expand existing client relationships.  Act in the best interests of the trust beneficiaries and the bank.  Essential Duties & Responsibilities:  Account Administration:  Manage a portfolio of existing relationships emphasizing client service as well as the retention and expansion of these relationships.  Analyze requests and make decisions regarding discretionary distributions.  With the assistance of senior staff, handle the administration and settle


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