Open to opportunities

Tevoy Harry

@tevoyharry

Message

I drive revenue growth in fiduciary trust services, combining legal expertise with consultative C-level sales.

United States

Message

What I'm looking for

I’m looking for a revenue-focused role in fiduciary trust services where I can use my legal expertise for consultative sales, build multi-state pipelines, partner with compliance/operations, and drive recurring growth through strong C-level relationships.

I’m a revenue-driven financial services professional with a legal background, focused on consultative sales, fiduciary business development, and high-level relationship management. I secure long-term institutional partnerships by leading discovery conversations that uncover fiduciary gaps, risk exposure, and trustee succession opportunities.

At Arden Trust Company, I sell corporate trustee and fiduciary administration services—including directed and discretionary trust solutions—to RIAs, financial advisors, family offices, and wealth management firms. I develop and manage a multi-state sales pipeline of high-net-worth trust opportunities and multi-million-dollar fiduciary accounts.

I prepare and present strategic trust proposals that emphasize separation of powers, advisor-friendly administration, and scalable fiduciary infrastructure. I leverage Salesforce to track pipeline stages, forecast recurring revenue, manage follow-up cadence, and report quota progress—advancing opportunities through internal legal, compliance, and trust operations review.

Earlier in my career, I built client acquisition pipelines as an Estate Planning Attorney, designing revocable and irrevocable trust structures for asset protection and tax strategy, drafting trust instruments and succession pleadings, and managing probate proceedings through final judgment and funding execution. I also negotiated SaaS agreements (NDAs, MSAs, BAAs, and enterprise vendor contracts) with a strong focus on compliance, data security, and risk mitigation within healthcare contracts, and I strengthened stakeholder and compliance capabilities through grant and state budget management work.

Experience

Work history, roles, and key accomplishments

Current

Sales Executive II

Current

Arden Trust Company

Jul 2024 - Present (1 year 11 months)

Sold corporate trustee and fiduciary administration services, including directed and discretionary trust solutions, to RIAs, financial advisors, family offices, and wealth management firms. Built and managed a multi-state pipeline and used Salesforce CRM to forecast recurring revenue while partnering with legal and compliance teams to close new business.

Consultative Sales Directed Trusts Discretionary Trusts Relationship Management Salesforce CRM Proposal Development Cross Functional Collaboration

Estate Planning Attorney

TDH Law

Jan 2020 - Jan 2024 (4 years)

Built a client acquisition pipeline through consultations, referrals, and educational outreach, converting prospects into long-term engagements focused on asset protection and tax strategy. Drafted and structured estate plans, including revocable and irrevocable trusts, and managed probate proceedings through final judgment and funding execution.

Estate Planning Trust Drafting Revocable Trusts Irrevocable Trusts Tax Strategy Asset Protection Succession Planning Consultation

Program Monitor

Southeast LA Area Health & Education Center

Oct 2019 - Oct 2020 (1 year)

Oversaw grant-funded program contracts and vendor agreements to ensure compliance with funding requirements. Managed budgets and performance metrics to support program sustainability, maintaining stakeholder relationships and delivering reporting presentations.

Grant Compliance Vendor Management Budget Management Performance Metrics Stakeholder Management Contract Compliance Reporting Presentation

State Budget Management Analyst

Louisiana Division of Administration

Oct 2018 - Oct 2019 (1 year)

Analyzed agency budgets and legislative amendments to support fiscal compliance and strategic alignment. Prepared fiscal impact reports, reviewed agency contracts, and supported policy decision-making to ensure statutory and financial integrity.

Budget Analysis Legislative Amendments Contract Review Government Operations

Recertification Coordinator

Louisiana Department of Health

Jul 2016 - Jul 2018 (2 years)

Led statewide certification compliance initiatives for Medication Attendant programs. Coordinated with healthcare providers for regulatory adherence and reporting accuracy, implementing procedural controls to maintain audit readiness and reduce compliance risk.

Regulatory Compliance Certification Risk reduction Compliance Monitoring

Contract Attorney

StateServ, LLC

Negotiated and drafted SaaS agreements, including NDAs, MSAs, BAAs, and enterprise vendor contracts. Partnered with sales and finance teams to align contract structure with revenue objectives while strengthening data security, compliance language, and risk-mitigation provisions for healthcare contracts.

Contract Drafting NDA MSAs BAA Data Security & Compliance Risk Mitigation Healthcare Contracts