Sam oversees a broad range of operational functions that support our U.S. team, including compliance administration, transaction processing, account reconciliation, record management, reporting, and operational oversight. She also supports account-related inquiries, and manages inquiries related to trust accounts.
Working diligently to support efficient account administration, maintain accurate records, and uphold our client-focused approach, Sam helps ensure clients benefit fully from the advantages of Wyoming’s trust-friendly legal framework. Her attention to detail and commitment to excellence help ensure the quality and operational integrity of our services.
With a breadth of relevant experience gained both within the industry and beyond, Sam holds a BS in Business Administration with emphases in Accounting and Finance. She has attended the ABA Foundational Compliance School and obtained an Accredited Trust Operations Professional certification.