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Oscar serves as a Trust Officer at Midland Trust Company, bringing over a decade of experience in managing special needs trusts, guardianships, and investment management accounts. His responsibilities include overseeing trust administration and working closely with individuals and families to develop financial solutions that align with their unique needs and goals.

Education

  • Bachelor’s in Economics with a concentration in International Relations from Hobart and William Smith Colleges

Advanced Training

  • Completed Cannon Trust I, II and III with the Cannon Financial Institute
  • Essentials of Trust Administration from the New York State Bankers Association

Certifications

  • Notary Public
  • Pursuing Certified Trust and Financial Advisor (CTFA) designation from American Bankers Association

Interests

Fluent in written and spoken Spanish

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