Danny Zich
Nanaimo,BC
Summary
- Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
- Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
- I recently retired from the financial industry after 42 years in the co-operative system.
Overview
42
42
years of professional experience
Work History
Estate and Trust Specialist
Concentra Trust/Coastal Community Private Wealth Group
Nanaimo, BC
01.2017 - 02.2024
- I provided estate planning solutions to our membership.
- Managed communications between clients, beneficiaries, trustees, custodians, attorneys, accountants and other third parties as necessary.
- Responded promptly to inquiries from clients regarding their trusts or investments.
- Advised trustees regarding their fiduciary responsibilities under applicable law.
- Collaborated with attorneys, accountants, financial advisors, and other professionals as needed.
- Provided expertise in complex trust structures, including charitable trusts, special needs trusts, and testamentary trusts.
- Reviewed estate planning documents for accuracy and compliance with local laws.
- Developed strategies to optimize the tax efficiency of trust portfolios.
- Worked closely with clients throughout administration process while providing excellent customer service.
Business Owner
Gro & Mo Lawn Care
Prince Albert, SK
01.2010 - 01.2017
- I created and ran a part-time lawn care business, while still being employed by Concentra Trust.
- Lawn care cutting and trimming.
- Detaching and aeration.
- Weed control
- Fertilizing
- Hedging
- Snow removal.
Estate and Trust Specialist
Concentra Trust
Prince Albert, SK
02.1982 - 01.2017
- Managed communications between clients, beneficiaries, trustees, custodians, attorneys, accountants and other third parties as necessary.
- Responded promptly to inquiries from clients regarding their trusts or investments.
- Collaborated with attorneys, accountants, financial advisors, and other professionals as needed.
- Provided expertise in complex trust structures, including charitable trusts, special needs trusts, and testamentary trusts.
- Reviewed estate planning documents for accuracy and compliance with local laws.
Education
Accounting
Saskatoon Business College
Saskatoon, SK01-1981
High School Diploma -
Esterhazy Central High School
Esterhazy, SK05-1980
Skills
- Sales Experience
- Honest and Dependable
- Reliable
- Hardworking
- Professionalism
- Client Engagement
- Interpersonal Skills
- Active Listening
- Teamwork and Collaboration
- Written Communication
- Self Motivation
- Relationship Building
- Computer
Affiliations
- Golfing
- Camping
- Slowpitch
- Kyaking
- Biking
- Hiking
Other Skills
- Avid gardener and landscaper
- Carpentry
- Painting
- General Handymabn
Timeline
Estate and Trust Specialist
Concentra Trust/Coastal Community Private Wealth Group
01.2017 - 02.2024
Business Owner
Gro & Mo Lawn Care
01.2010 - 01.2017
Estate and Trust Specialist
Concentra Trust
02.1982 - 01.2017
Accounting
Saskatoon Business College
High School Diploma -
Esterhazy Central High School
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