Midwest Institutional Trust Company Welcomes Rikki Perez
Midwest Institutional Trust Company recently announced an exciting addition to its team. Rikki Perez has been appointed as the Assistant Vice President of Consultant Relations and Business Development for Institutional Trust Services and Taft-Hartley Services. This strategic role emphasizes business development within the Institutional Trust marketplace, marking a significant advancement in Ms. Perez's career.
Role and Responsibilities
In her new position, Ms. Perez will focus on enhancing relationships with key industry partners. These include investment consultants, auditors, attorneys, and other essential service specialists. Her role is pivotal in driving new business initiatives within the firm's expanding portfolio. Ms. Perez will also lead efforts in developing and executing marketing strategies, ensuring a strong social media presence to engage with potential clients and partners.
Previous Experience
Before joining Midwest Institutional Trust Company, Ms. Perez made her mark in the Taft-Hartley community as an administrator for multi-employer funds. Her experience includes navigating the complexities of compliance with ERISA and IRS regulations, along with the guidelines set by the Department of Labor. Her robust understanding of these areas, combined with her experience coordinating Fund audits, underscores her capability.
Welcoming Remarks
David Gibowski, who heads the Internal Sales Support at Midwest Taft-Hartley Services, expressed enthusiasm about Ms. Perez’s appointment. He stated, "We are thrilled that Rikki has joined the Midwest Institutional Trust Company family and is a part of the team. She is a recognized professional in the industry with a reputation for high performance with clients and a variety of experience. Rikki fits our culture of high client service standards, teamwork, and flexibility." This welcoming marks a new chapter for both Ms. Perez and the company.
About Rikki Perez
Rikki is not just a newcomer; she has an established history in the industry, having previously served on the Nevada Health Services Coalition. She remains actively involved with the International Foundation of Employee Benefits Plans, contributing her expertise to various initiatives aimed at enhancing employee benefits administration.
About Midwest Institutional Trust Company
Established in 2023, Midwest Institutional Trust Company emerged from an initiative that saw the business line acquired from BMO Harris Bank. The company incorporates Midwest Institutional Trust Services and Midwest Taft-Hartley Services, catering specifically to Taft-Hartley and Trust and Custody clients. With a legacy that stretches back to 1924, the company has a rich history of providing trust and custody services.
With main offices located in Overland Park and Milwaukee, the firm serves a diverse client base spread across the United States. As a proud member of the Midwest Family of Companies, which was founded in 1993, the Midwest Institutional Trust Company embodies the spirit of independence and excellence in trust and investment management services.
Frequently Asked Questions
What is the new role of Rikki Perez at Midwest Institutional Trust Company?
Rikki Perez is appointed as the Assistant Vice President of Consultant Relations and Business Development, focusing on business development within the Institutional Trust marketplace.
What are Rikki Perez's primary responsibilities?
She is responsible for developing relationships with industry partners and supporting marketing strategies and social media content.
What was Rikki Perez's role before this appointment?
Before her appointment, she served as an administrator for multi-employer funds, ensuring compliance with various regulations.
Who expressed enthusiasm about Rikki Perez's appointment?
David Gibowski, Head of Internal Sales Support at Midwest Taft-Hartley Services, shared welcoming remarks regarding Rikki's hire.
When was Midwest Institutional Trust Company established?
The company was established in 2023, evolved from a business line acquired from BMO Harris Bank.
