Executive Vice President and Subject Matter Expert

Duane E. Lee, II

Certified Fiduciary & Investment Risk Specialist (CFIRS®)

Certified Wealth Strategist (CWS®)

Certified Trust Operations Professional (CTOP®)

Certified Corporate Trust Professional (CCTP®)

Accredited Fiduciary Investment Manager (AFIM®)

Certified Financial Planner (CFP®)

Certified Trust & Financial Advisor (CTFA™)

Accredited Investment Fiduciary Analyst (AIFA®)

Certified Corporate Trust Specialist (CCTS®)

Certified Retirement Plan Professional (CRPP®)

Certified Retirement Services Professional (CRSP)

Certified Securities Operations Professional (CSOP)

Certified Trust Examiner (CTE)

Chartered Financial Services Auditor (CFSA®)

Chartered Retirement Plan Specialist (CRPS®)

Chartered Retirement Planning Counselor (CRPC®)

Certified Flight Instructor (CFI)

Biography

Throughout his accomplished three-decade career in financial services, Duane E. Lee, ll has been known as a guiding light of fiduciary responsibility and a seasoned authority in the field. He champions the most crucial principles of engagement, to dramatically improve shareholder value, employee performance, and client satisfaction. Duane's strategic approach helps professionals successfully and effectively apply classroom lessons to their daily roles and make a bigger impact.

Professional Journey and Contributions

Over the course of his career that encompassed roles at M&T Bank, United Bank of Illinois, and significant regulatory bodies, Duane has profoundly influenced fiduciary standards and practices. His track record includes developing proprietary designations and leading significant regulatory compliance projects, while consistently elevating industry standards.

Educational Foundations and Designations

Duane's extensive academic background includes a B.S. in Finance from the University of Illinois and an MBA from DePaul University, supplemented by a wealth of professional certifications demonstrating his expertise in various aspects of financial services.