As a Senior Trust Operations Specialist in the Trust Services Department, Wyatt partners closely with Trust Officers and Trust Administrators to deliver high quality, personalized client service. His reliability and thoroughness drive cross-departmental coordination to streamline operational workflows, ensure adherence to firm policies and procedures, and facilitate accurate asset reporting in collaboration with external investment advisors and fund administrators.

With over 10 years of progressive experience in legal and financial environments, Wyatt focuses on operational optimization, accounting processes, and system administration. He holds a certificate in Paralegal Studies, has completed Securities Operations I, and is actively pursuing the Certified Trust Operations Professional (CTOP) designation from Cannon Financial Institute.