As a Trust Operations Specialist in the Trust Services Department, Matthew supports Trust Officers, Trust Administrators, and fiduciaries by ensuring the accurate and efficient execution of trust operations. He works collaboratively across departments to streamline workflows, maintain data integrity, and support high-quality client service through consistent and reliable operational practices.

In his role, Matthew has developed a specialized focus on the department’s Salesforce environment, serving as a key resource for system maintenance, operational support, and process optimization. He helps ensure Salesforce effectively supports trust administration by improving system usability, supporting reporting and data needs, and aligning platform functionality with day-to-day trust operations.

Matthew brings a background in financial services, data management, and operational coordination. He holds the Salesforce Certified Platform Administrator, Salesforce Certified Platform Foundations, and Salesforce Certified Agentforce Specialist certifications. He is currently working toward Salesforce’s Advanced Administrator certification, continuing to expand his expertise in automation, reporting, and platform governance to further strengthen Salesforce’s role within Trust Services.