Christopher Loiudice
Cheswick
Summary
Insightful Manager with experience directing and improving operations through effective employee motivational strategies and strong policy enforcement. Proficient in best practices, market trends and regulatory requirements of industry operations. Talented leader with analytical approach to business planning and day-to-day problem-solving.
Overview
22
22
years of professional experience
Work History
Fiduciary Manager, Senior
PNC Private Bank
10.2015 - Current
- Manager of centralized Irrevocable Life Insurance Trust Group and centralized Custody Team within PNC Private Bank.
- Responsible for making business and fiduciary decisions for the administration of Irrevocable Life Insurance Trusts.
- Oversaw the centralization of all PNC Private Bank custody accounts into one group which included building out the team, training new employees and working with clients/relationship teams to ensure a smooth transition.
- Responsible for the management of third party vendor relationship which entails maintaining vendor contract, calculating and approving annual budget for vendor services and ensuring compliance services agreement.
- Employee and budget management which includes conducting regular employee reviews, training, improvement plans along with budgeting for salaries, bonuses and expenses.
Fiduciary Advisor - ILIT
PNC Private Bank
12.2006 - 10.2015
- Managed book of business consisting of Irrevocable Life Insurance Trust holding insurance policies with a combined death benefit exceeding one billion dollar and cash values in excess of fifty million dollars.
- Closely worked with wealth planners, relationship managers and insurance professionals to determine needs of clients with regards to trust owned life insurance and estate planning goals.
- Responsible for all aspects of trust owned life insurance policies and fiduciary requirements.
- Assisted with the creation of policies and procedures for the management of life insurance, fiduciary duties and account management for the centralization of all ILIT accounts.
Fiduciary Advisor
PNC Private Bank
06.2004 - 12.2006
- Managed a large book of business (400+) consisting of mostly fiduciary accounts but also included investment management, custody, agency and charitable accounts.
- Worked closely with clients, investment advisors and relationship managers to meet needs and requirements of clients.
Attorney
Law Office of Alfred G. Yates
11.2003 - 05.2004
- Worked primarily as a document review attorney for significant securities litigation matter.
Education
J.D. -
Duquesne University
Pittsburgh, PA06-2003
Master of Arts - History
University of Pittsburgh
Pittsburgh, PA04-1999
Timeline
Fiduciary Manager, Senior
PNC Private Bank
10.2015 - Current
Fiduciary Advisor - ILIT
PNC Private Bank
12.2006 - 10.2015
Fiduciary Advisor
PNC Private Bank
06.2004 - 12.2006
Attorney
Law Office of Alfred G. Yates
11.2003 - 05.2004
J.D. -
Duquesne University
Master of Arts - History
University of Pittsburgh
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