Jeff is President of Corporate Trust Insights, LLC and specializes in delivering training, consulting, and expert witness services in the corporate trust business. Jeff has served as the lead instructor and coordinator for Cannon’s Corporate Trust Schools for over 20 years.
With over 40 years of experience in the Corporate Trust industry, Jeff has acted in a variety of roles, including: account administration, business management, sales, bankruptcy workouts specialist, and training manager/facilitator. He has served in eight separate banking organizations ranging from large money center banks, a regional trust company, and several international banks.
Jeff was a vice president at Deutsche Bank where he served in several roles including establishing the Chicago Corporate Trust office, delivering training globally to the variety of Corporate Trust businesses, including: municipal, corporate, structured finance, operations, and offshore directorships among others. He also acted as bankruptcy specialist for successor trusteeships. Other positions held by Jeff during his career include manager of administration at First Chicago, Harris Bank and assistant manager at Continental Bank. He performed as Training Manager for Bank of America and First Union. Jeff also acted in a training/consulting/expert witness role for Reliance Trust Company.
Jeff has served as Chairperson of the Corporate Trust Committee for the ABA, Chairperson for the National Corporate Trust Workshop, and as a member of the Corporate Trust Committee for the ABA. He has authored a number of articles and papers on various Corporate Trust topics and was the founding editor of the Network News publication for the ABA on corporate trust issues. He is a Certified Corporate Trust Specialist (CCTS). In 1993, Jeff received the Distinguished Service Award from the ABA for Corporate Trust.