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Oscar serves as a Senior 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

Attorneys & Consultants

Our team has spent years working with attorneys, consultants, and other advisors to determine appropriate courses of action for our mutual clients.

Beneficiaries & Families

Experience peace of mind knowing your loved one's assets are in capable hands. Let us help you through this challenging time.

Other Team Members

Your Trust, Our Commitment

Let’s get started. We’re ready to partner with you and advocate for your client.

Prefer Personal Assistance?

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