LaSalle Bank

And my background is really varied in the security business.

Over 30 years, I started as a lender, starting specialty lending groups at what was LaSalle Bank, became Bank of America, and then later Private Bank, which became CIBC.

I left to go back into an operating role, and Jennifer actually took my place at the Private Bank alongside Mark Melendez.

So I've been involved as a CFO and CEO in lots of different businesses, mostly private equity backed, heavy M&A experience as a buyer, a seller, and a lender.

With other businesses I was in, high staff turnover, many complaints from the customers.

Focusing on culture is what built Trident Financial Services, the fund administrator I built between 2002 and 2006, and I grew it to two billion dollars in assets serviced, and that led to my being recruited by ABM Amro LaSalle Bank to help them enter the fund administration business by launching a, a new business unit, and we grew that unit to fourteen billion dollars in assets serviced.

But then that fund administrator that I rejoined right before the pandemic had a very different way of treating the staff.

All they wanted was growth.

So it became my fund administrator, who was a startup from $0 in assets serviced up to $2 billion in assets serviced.

It led to my being recruited by Abian Amaral LaSalle Bank.

The bank wanted to start a fund administration business unit, but they didn't know how to do the work.

I became the industry expert on the launch team when we grew that unit to $14 billion in assets serviced before the bank was broken up.