With over five years of experience as a Trust Administrator, Oscar supports Trust Officers in the management of Special Needs Trusts and investment accounts. He assists Spanish-speaking clients and prospective clients and responds to their requests. Oscar prepares discretionary disbursements, conducts annual account reviews, assists with tax returns and opens new accounts. He received his bachelor’s degree in Economics with a concentration in International Relations from Hobart and William Smith Colleges. Oscar holds a certificate in Essentials of Trust Administration from the New York State Bar Association and is a Notary Public. He is pursuing his Certified Trust and Financial Advisor (CTFA) designation from Cannon Trust School Association.