FiPar Announces Executive Promotions

NEWS RELEASE?(San Antonio, Texas)--September 4, 2024--FiPar Financial, Inc., a San Antonio-based, nationally recognized institutional trust consulting firm, emerging leader in serving Independent Professional Trustees and developer of a dynamic "Private RIA Trust" solution to serve trust needs of RIAs wealthiest clients, today announced?key promotions to further accelerate and strategically guide the firm in its commitment to serve the trust industry with solutions that support financial organizations in achieving optimal trust performance:

• Mark Clemons, JD, Birch Bay, Washington, to President, Manager of Trust Compliance & Risk Management, Manager of Private RIA Trust and election to its Board of Directors

• Shara L. Fletcher, San Antonio, Texas to Senior Vice President, Operations Manager, Fiduciary Compliance & Fraud Analyst and election to its Board of Directors
• R. Brian Fletcher, Las Colinas, Texas, to Senior Vice President & Chief Strategist and election to its Board of Directors

Mark Clemons, JD--Mark, professionally recognized for his deep understanding of the trust business as a subject matter fiduciary expert as well as a knowledgeable, experienced, multi-regional bank Chief Fiduciary Officer, will assume the position of President to oversee FiPar's two divisions--Institutional and Independent Trust Consulting and Private RIA Trust.

Mark's technical expertise coupled with his demonstrated leadership capabilities embrace FiPar's mission of providing its clients with the highest-caliber visionary ideas, problem solving techniques and specialized solutions, as with its proprietary "Private RIA Trust" program.

Shara Fletcher--Shara will expand her duties and responsibilities as Fiduciary Compliance & Fraud Analyst to include Operations Manager, including Private RIA Trust support, and election to its Board of Directors.

Shara's specific areas of training, expertise and responsibility in trust compliance have included BSA/AML, CTR, SAR, MIL, KYC, CMIR, OFAC, CIP and PEP.?

Brian Fletcher--Brian serves as Strategic Sourcing and Supply Chain Consultant for Irvine, California-based RGP, global project solutions consulting firm. He is an accomplished procurement, sourcing and contracting professional, offering comprehensive expertise in purchasing functions, vendor relationship management, budget management, project management, strategic planning and contract negotiations.

Previously, he held positions with Omni Hotels & Resorts, Dallas, Texas, as Senior Corporate Strategic Sourcing Manager as well as Procurement and Contracting Officer at the U.S. Bankruptcy Courts and Information Technology Procurement Manager at the U.S. District Courts, both in Dallas, Texas.

He earned his Bachelor of Business Administration in Marketing Management from University of North Texas, Denton, Texas.

FiPar's CEO Bob Fletcher commented, "From chartering trust companies to busting $50 million Ponzi Schemes and from high-end Family Office tax planning and enterprise change management to putting-out-fires, our fifteen, highly credentialed team is ready-and-able to tackle most any obstacle thrown at them. We have a full complement of qualified, experienced trust consultants across multiple disciplines. There is no longer a reason or excuse for bank trust departments or trust companies or even non-trust financial intermediaries not to succeed in the trust business."

Bob further added, "I am especially pleased to welcome on board my son Brian to share his sage, measured and reasoned leadership guidance. From coaching him in YMCA football on through life, Brian has exhibited special qualities and attributes that have contributed to his business acumen and leadership capabilities."??????????????????????

Please view our website by clicking?HERE?and give us a call for a further explanation of our leading-edge solutions.

Contact:

Raymond R. (Bob) Fletcher, CTFA, CISP, CFMP CEO 210-860-8055 [email protected] www.fiparconsulting.com

About: FiPar Financial, Inc.

FiPar Financial, Inc., a San Antonio-based business with a national service scope, serves as an institutional and independent trust consulting firm specializing in helping banks, trust companies RIAs and other financial services organizations optimize trust capabilities by integrating visionary ideas, strategic initiatives and specialized skills?with a service focus in trust charter applications, risk assessments, alternative trust solutions, interim and crisis management, expert witness defense and trust technology consulting. In other words, we put'em together, take'em apart, turn'em around, shut'em down and sell'em off!

Simple Concept / Powerful Solution??(sm)

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