Bruin Professionals is excited to announce our new Trust and Probate Affinity Group. Join us for our  The session will be moderated by the group leader, Mina Kuper, of Madison Tax and Real Estate Solutions.. You don't want to miss this insightful discussion.

• Banking Solutions to help you and the Trustee reduce and eliminate uncertainties over the administration of the Trust or Estate.
• Increasing the value of the estate by reducing expenses. 
• Maximizing FDIC insurance coverage. 
• How to effectively partner with a specialized Trust & Estate Banker to avoid delays and unforseen pitfalls. 

Meet the speakers: 

Max Damm
Managing Director, IntraFi

 Max Damm joined IntraFi in 2004 and currently holds the position of Managing Director for California, Hawaii, and Alaska. Max has 24 years of experience in financial services, working at national and community banks along the way. Max earned his undergraduate degree in International Studies and Spanish/Latin American Studies at American University in Washington, DC. He is a proud husband and father to two young boys. 

Max has served in various capacities while at IntraFi, working on the Inside Sales Desk, Treasury Desk, Product Management Team and now as Managing Director.  As Managing Director, Max works hand in hand with banks on numerous activities including C-level deposit strategy, liquidity management, new product rollout, sales training, and end client education.  In the area of end-client education, Max joins banks of all size in customer outreach related to IntraFi’s products and has spoken at numerous events for CPAs, Public Agency Finance Officers, Businesses, Law Firms, Non-Profits, and Fiduciaries.

Bryan Flores
Vice President 

Bryan Flores is a Vice President Team Leader that has been serving the Business Banking community for 12 years and joined Manufacturers Bank Specialty Deposit team in 2019. He established the program in the Beverly Hills area, and has had tremendous success working with Trust and Estate, and Family Law attorneys and Fiduciaries. Bryan is an experienced banker with expertise in reviewing and analyzing legal and court documents to open various types of accounts (i.e., Trusts, Estate, Conservatorship, Guardianship, Court Order Blocked, Special Needs, IOLTAs and Joint Stipulation Accounts). Building client relationships and delivering exceptional customer service is Bryan’s signature to success. His top-level experience, skill, and knowledge makes him a trusted advisor who can add value to a client/attorney relationship. Our Specialty Deposit Program will accommodate multiple trustees, conservators, administrators, 2-signatures required and signers who may be out-of-state with simplified account opening procedures. Bryan’s market covers Beverly Hills to the South Bay and Northern California. His Midwest roots and close family ties give him the compassion to work closely with his clients.

RSVP HERE