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Desiree Pierce

dpfinances@xxx.com

Desiree Pierce
1636 HB Drive
Southbay, CA 90111
310-295-xxxx

March 17, 2018

Bonnie Powers
Trust Company
555 Wilshire Blvd. Ste. 100
Los Angeles, CA 90017

RE: Managing Director

Dear Ms. Powers,


I heard from Megan Johnson, Regional Managing Director for Trust Company in Beverly Hills, that you are looking
for a Managing Director for the Los Angeles office. Megan and I used to work together in 2005 when I was
a Wealth Strategist at American Trust and she was an Investment Strategist. She recently mentioned this open position
in your office at the Women's Leadership meeting that we both attend as members. I also saw the posting for Sr. Wealth
Strategist on the company’s career board. I believe I possess the necessary skills and experience you are seeking and
would make a valuable addition to your team.
I possess more than twenty years of progressive experience in the financial services field. My professional history
includes positions such as Director of Relationship Management at Abbot Downing as well as Wealth Strategist
and Personal Banker at Northern Trust in Arizona and California. Most recently, my responsibilities as
Director of Relationship Management at Abbot Downing match the qualification's you are seeking. As a Director, my
responsibilities include selling trust products and services to individuals characterized by complex financial situations,
maintaining ongoing contact with clients and promoting relationship enhancement opportunities through relationship
managers and utilizing an understanding of federal, state and local tax and regulations to ensure that financial planning
activities are in compliance.

Over the past ten years at Abbot Downing I have also assisted in the successful completion of bringing in the
most new business nationwide for our family office specialty services, as well as I have lead the Southwest region in
new business and client retention. In addition I have enjoyed helping develop and building out our platform of services
for the Family Dynamics and Governance Team and the Financial Administration Team. My manager relies on my
ability to develop, present and communicate these services to our clients and clients’ families to bring in new business
and help retain the existing business in addition to growing our investment management, banking and trust services.

I am eager to learn more about the challenges and growth opportunities you offer your team and I would be grateful
for a personal interview. Thank you for your time, consideration, and forthcoming response. Please feel free to
contact me directly at #310-295-xxxx or via email at dpfinances@XXX.com.

Sincerely,
Desiree Pierce

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