TRICIA HIGSON
7 Fontaine des Pareux • Taverny France 95150 • --EDUCATION
Southern Methodist University Dedman School of Law
Juris Doctor, May 2011
§
Focused on Small Business, Tax and Trust courses
§ U.K. Transnational Commerce, University of Oxford Summer Abroad Program, 2008
University of Maryland, University College
Master of Arts in Educational Technology-Instructional Design, August 2006
§
Dallas, Texas
College Park, Maryland
MBA Business Statistics
Bachelor of Arts in Humanities, December 2000-Minor in Art (Photography and Painting)
EXPERIENCE
Freelancing
§
Paris, France-Local/Remote
Variety of Administrative Projects, December 2016-Present
Adult English Trainer
J.P. Morgan Chase
Private Client Banker, April 2016 -December 2016
n
n
Dallas, Texas
Sales position, Responsible for a book of business, building client relationships, customer service to households with
assets over $250,000. Formal Credit Training, Small Business Training, Licensed Banker.
Learning French using online course-Rosetta Stone-French
Edward Jones
Fort Worth, Texas
Financial Advisor, March 2014-April 2016
§
Sales position, Managing 16+ million in assets and an office, business development, client relations, investments and
insurance
n
Recruiting Team Specialist, utilizing social media contacts-4,500+ contacts on LinkedIn. Sourced and
interviewed candidates
Heavy utilization of Social Media for business generation and leads, LinkedIn and Facebook
n
Series 7 and 66, Texas Life Insurance License
n
n
n
Managing Profit and Loss, CDD, Sales Data and Forecasting
Manage one direct report
U.S. Trust/Bank of America
Dallas, Texas
Business Support Manager, 2012 to March 2014
n
n
n
n
n
n
Project Management, monthly relationship risk tracking, monthly snapshot/dashboard summary of flows,
pipeline, AUM and financials for the division, weekly account flow reporting for the division, creation of
various reports to assess areas of risk to the bank and special projects for Division Executives to manage data
and intelligence
Division consultant and subject-matter expert for Market Leaders and Associates with the At Risk Relationship
Management in their regions and associate books of business
Division manager and subject-matter expert for associate client transfers, relationship movement risk
assessment, KYC reporting, tracking and reporting to mitigate client impact utilizing collaboration with Market
Leaders and internal teams. Analyzed data to determine client retention results and areas for process
improvement
Preparation of monthly division snapshot business reporting for sales, pipeline, revenue, loss and financials
utilizing partnering skills with the internal sales and finance teams
The preparation and coordination of the Quarterly Business reports and meetings for five regional markets and
the division to develop an understanding of customer, employee and market dynamics
Tracking, managing and oversight of litigation and loss expenses to maintain budget and reduce costs
n
n
n
Approvals for Associate Sales Expenses for the Division
Microsoft Office: Advanced Excel skills that include V-look up, Pivot Tables and Dynamic Charting. Advanced
PowerPoint and Word, Access, WebEx, LiveMeeting, CRM, COGNOS and advanced skills with databases.
Bank of America “Platinum Award” 2013 for outstanding community philanthropic contribution
Trust Administrative Officer II, Oct 2011-September 2012
§ Supported Senior Trust Officer with approximately $272 million in assets under management
§ Responsible for day to day client facing administrative operations and relationship management and consulting
§ Reviewed Trust Documents, Wills, Tax and other Estate Documentation to ensure fiduciary duty along with
meeting the complex needs of the client
§ Responsible for KYC reporting for all clients in book of business, CDD, On-boarding systems, EDD, research,
writing, documenting approvals and associated follow up. Researching the sources of funds directly with clients
or utilizing other sources.
§ Utilized cross-functional teams such as legal, risk management and the tax department to complete
Administrative Reviews, UPIA Reviews, Prepared Discretionary Request analysis and maintained responsibility
throughout the approval processes, tracked sales updates and New Account Opening activities
§ Mined documents for opportunities
§ Advised clients about their yearly distribution and processed renewals
§ Worked with Portfolio Managers to determine longevity of the assets and advised clients as to their options
§ Successfully and smoothly administered Senior Trust Officers Book while she was on disability
§ Bank of America “Gold Award” in 2012 for proactive administration and consistent superior customer service
§ Served as Subject Matter Expert in coordinating the teams monthly UPIA assignments, GST and Unitrust
recalculations
§ Developed and delivered training for a structured Daily Work Flow process for Trust Administrative Officers in
the Regional Office
Lewisville Independent School District
Teacher, Huffines Middle School,-
§ Project based collaborative learning, Certified Teacher
Lewisville, Texas
§
Teach 7th Grade English, awarded Model Classroom Technology grant, 2007
§
Innovative project based curriculum that encompassed technology
§
Mentor Teacher
§
Proficient in Moodle, Dreamweaver, Fireworks, Microsoft Products, SmartBoard and other software
§
93% of all my 7th Grade Students passed the English TAKS test for ten consecutive year.
§
Consultant with the Dallas Museum of Art Teacher Connect Program
Tele-Art Marketing
Oxford, California
Administrative Assistant to the Controller,-
§ Startup, Customer Service, Software Product Testing, Proofreading, General Office administration and record
keeping
§ Video Conferencing with Chinese parent company executives
§ Microsoft, Excel, Lotus and other assorted software
United States Navy
Postal Services,-
Keflavik, Iceland
2
PROFESSIONAL ACCOMPLISHMENTS/AFFLIATIONS
§
Bank of America Gold and Platinum Awards for Outstanding Contributions
§
Prior LEAN In Dallas-Board of Directors Officer
§
Dallas Bar Association
§
Member of Altrusa of Downtown Dallas
§
Received Maryland State Governor’s Citation for Volunteerism
3
