ROBERT
STANZIANO
Education:
National Trust School:
Northwestern University American Institute of Banking
University of Detroit:
Accounting and Finance
U.S. Naval Medical School
L.B.M. Programming School
Constant attendance at various seminars and conferences.
Business Experience:
Law Offices of Harvin, Harvin, & Pinnock,
P.A.
Stuart, Florida
Estate and Financial Planner, Investment Manager, Legal Assistant
September 1996 to PRESENT
Auto-Bank International, Inc.
West Palm Beach, Florida
Chief Operating Officer
March 1992 - September 1996
Barnett Banks Trust Company, N.A.
Stuart, Florida
Vice President and Trust Service Officer Manager
Established and developed Trust Department in Martin and St. Lucie Counties,
Florida. Barnett Bank did not have a presence in either County. Developed
$200+ million in current fee business with 500+ million in future primary
will appointments.
June 1984 - March 1992
Financial Investment & Securities
Counseling, Ltd.
Lansing, Michigan
Chief Executive Office
Licensed Securities Broker, Insurance, Commodities, Real Estate, Options,
etc. Member of N.A.S.D. & N.Y.S.E.
Estate and Financial Planning.
February 1980 - 1984
Michigan State Medical Society
East Lansing Michigan
Director of Financial Services
Developed a master plan for Pension & Profit
Sharing and Financial & Estate Planning for ten thousand plus physicians. Developed a plan for a ten
million plus Limited Real Estate Partnership for the Membership.
1979 - 1980
Michigan National Bank
Lansing, Michigan
Vice President & Senior Trust Officer
Officer in charge of the Lansing Trust Department and Director of Institutional
Sales for the State of Michigan. Member of Trust Executive Committee,
Investment Committee, Administration Committee, Operations and the Executive
Loan Committee. Developed $150 million in current fee trust Business --
$20 million in Revocable Inter-Vivos Trusts, Balance in Agency & Employee
Benefit -- $50 million in future fees.
Alton Bank & Trust Company
Alton, Illinois
Vice President & Officer in Charge
Revitalized existing department with trust assets of approximately $800
thousand to assets of approximately $40 million. Established Common Trust
Funds. Trust Mortgage Lending and Employee Benefit Division. Trust Department
on profitable basis for the last seven of nine years. Devoted time to
Estate Planning, Employee Benefits, Personal Trust Administration, Probate,
New Business Development, Investments and over all administration of Department.
Member of Trust Committee and Trust Investment Committee.
1967 - 1976
Security Bank and Trust Company
Lincoln Park, Michigan
Trust Officer
Established new department with Vice President and Senior Trust Officer,
Willard J. Miller. Under our direction, Trust Department assets grew to
over $30 million in three years from inception with approximately $15
million in signed potential new business. Responsibilities included Operations
Administration--Probate and Inter-Vivos--Investments, Accounting, Taxes
and new Business Development. Direct supervision of personnel of eight
persons. Member and Secretary of the Trust Investment Committee.
1967 - 1976
Public Bank of Detroit
Detroit, Michigan
Manager of Trust Department
In charge of Operations, Administration, Accounting, Taxes, and Real Estate
Management. Devoted approximately 25% to new business development. Total
assets approximately $25 million. Secretary of Trust Investment Committee.
1957 - 1963
Manufacturers National Bank of Detroit
Detroit, Michigan
Probate Accountant
Accounting and taxes.
1955 - 1957
Past Memberships:
Member- Martin County Hospital Planned Giving Committee
Member- Martin Country Hospital Community Council
Director- Gift Foundation- Palm City, Florida
Chairman- Development Committee of Michigan Association Rehabilitation
Facilities
Director & Member of Executive Committee & Nomination
Committee: Mildred Erickson Fellowship, Michigan State
Tax Executive Institute, Inc.
Martin County Estate Planning Council
Lewis & Clark Community College Advisory Committee,
Special Education
Lewis & Clark Community College Banking and Finance
Committee
---------------------------------
Director, Madison County Association of Retarded Citizens
Stuart Chamber of Commerce
Trustee, Congress of Independent Unions Health and Welfare Trust
Instructor, Lewis & Clark Community
College
Instructor, Lansing Community College
Taught: Trust, Principles of Banking, Investments, Real Estate Law
Contact: Robert Stanziano
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