COMPLIANCE OFFICER, Helena R. Bish, J.D.

is responsible for risk management, regulatory compliance and internal audit. A member of the Arizona State Bar, Helena's legal education and expertise contributes to Mission's success on the internal front as well as with clients. After completing a degree in Accountancy (cum laude) from Northern Arizona University, she later earned her law degree from the University of Arizona. She brings a depth of experience in estate planning and administration, individual and estate tax preparation, probate, auditing and regulatory compliance that is seldom matched in the trust industry. Helena is a member of the Fiduciary and Investment Risk Management Association and the Southern Arizona Estate Planning Council, an industry trade association. Her extraordinary initiative, versatility and diverse experience make her a valuable member of the Mission team.

Helena@MissionTrust.com

OFFICE MANAGER AND EXECUTIVE ASSISTANT, Marilú Castaño

oversees all internal office functions, assists with trust administration, and provides support for external meetings, conferences, and visiting clients. She was first introduced to Mission working as an intern for the Consulate of Costa Rica, and later hired to coordinate Mission's investment conference and seminars. Marilú graduated from The University of Arizona with a B.S. in Business Administration and International Business, with a Minor in Spanish. She is a dancer at the Viva Performing Arts Center, performing for both Ballet Folklórico San Juan and Viva Arizona! Dance Companies. Dancing since the age of six, she now also enjoys teaching the advanced Mexican Folkloric and Viva Arizona! dance classes.

Marilu@MissionTrust.com

TRUST OFFICER, Constance A. Hillyer

serves as administrator of a variety of Mission’s accounts. Connie joined us with extensive experience in the industry, most recently at Citigroup in San Francisco, where she spent fourteen years administering accounts for Private Bank clients. She was also Assistant Manager of Sanwa Bank California’s Pasadena personal trust office, and prior to that spent a decade with Wells Fargo Bank, first in fiduciary and estate tax preparation and then personal trust and investment administration. She earned her B.A. from the University of Colorado, and after completing the Lawyer’s Assistant Program at Roosevelt University, Connie began her trust career as a legal assistant at the Chicago law firm Schiff Hardin & Waite. She is a member of the University of Arizona Foundation Professional Advisory Council, the Interfaith Community Services Planned Giving Advisory Council and the Southern Arizona Estate Planning Council. Along with her background at major financial institutions, Connie’s focus on providing the very highest level of service to clients makes her a valuable member of Mission’s team.

Connie@MissionTrust.com

INVESTMENT ACCOUNTANT, Rashad Kelly

is responsible for recording securities transactions for Mission’s clients and reconciling accounts to meet international performance standards. The Tucson native recently graduated from the University of Arizona with a B.S. in Business Administration with an emphasis on Business Management. Prior to attending the UA, Rashad received his Associate’s Degree in Business Administration from Pima Community College. At the University of Arizona, he received Honorable Mention for the Dean’s List at the Eller College of Management.

Rashad@MissionTrust.com

OPERATIONS ASSISTANT , Christian Lendennie

Performs a variety of activities that support Mission’s day-to-day operations. His responsibilities include securities settlement and custody, account maintenance, funds and asset transfer processing, and data entry. Joining Mission after being honorably discharged from the US Marine Corps, Christian brings a high degree of personal integrity and determination forged through discipline, responsibility and perseverance. Christian works with Mission’s clerical and administrative staff to ensure prompt, precise & courteous client service.

Chris@MissionTrust.com

MARKETING/PROJECT COORDINATOR, Steve Pentland

works with the team that performs portfolio accounting, contributing to Mission's efforts to comply with Global Investment Performance Standards (GIPS®). He also assists with Mission's business development efforts, coordinating Mission's investment conferences and seminars and developing communication materials. Steve is a welcome addition to the Mission team, bringing his enthusiasm and hard work ethic. Steve recently graduated from the University of Arizona with a B.S. in Public Administration. An avid rock climber, he can be found at the numerous climbing areas surrounding Tucson on the weekends.

Steve@MissionTrust.com

CONTROLLER, Rhonda L. Perez

Is responsible for Mission’s internal accounting systems. She also assists in Portfolio Management and account reconciliation. Working toward earning her CPA, Rhonda began her career at Mission in the Trust Operations department as Assistant Director of Operations. Prior to this Rhonda obtained valuable securities and information technology experience while working as an Operations Supervisor and Branch Systems Administrator at Merrill Lynch. She has also directed cashiering and banking functions for multiple branch offices at Cigna Health Care. Rhonda graduated from The University of Arizona’s Eller College of Business where she earned a Bachelor of Science in Business Administration with a major in Accounting.

Rhonda@MissionTrust.com

Trust Administrative Assistant, Pamela Reisinger

brings 6 years of legal and office management and estate planning experience to the Mission team. As Trust Administrative Assistant, she provides administrative support to our Trust Officers and aids in the overall maintenance of investment management and trust accounts. Pam graduated from The University of Maryland with a B.S. in Business Management. Her ability to communicate with professionals and clients (fluently in both Spanish and English) is a valuable asset in providing the highest standard of one-on-one client service. Born in Madrid, Spain, she and her husband relocated to Tucson in 2001 to enjoy our climate and desert fauna.

Pam@MissionTrust.com

PORTFOLIO MANAGER AND DIRECTOR OF TRADE OPERATIONS, Kerry Sroczynski

joins Mission’s portfolio management team with over twelve years experience in the financial services industry. Most recently, he served as commercial loan specialist for JPMorgan Chase Bank, N.A. Prior to JPMorgan, Kerry worked for several independent financial advisors and served as the Director of Investor Relations for a commercial real estate firm located in Chicago where he was solely responsible for the management of over 7,500 investors. He entered the University of Illinois at Urbana as a salutatorian, graduating with a B.S. degree in Advertising. Kerry’s commitment to client service, and broad and process-oriented knowledge of the financial services industry are a welcome addition to the Mission Team.

Kerry@MissionTrust.com