Thomas Gastanaga brings over 15 years of experience in financial operations, retirement account management, and client services to his role as Trust Operations Assistant. His career has been marked by a commitment to enhancing operational efficiency and delivering exceptional client experiences.
Prior to joining Peninsula Bay Trust Company, Thomas held several leadership positions at Forge Trust Co., where he was instrumental in streamlining client onboarding processes and implementing digital solutions that reduced onboarding time by 30%. His initiatives led to a 40% increase in customer satisfaction, as evidenced by a rise in 5-star online reviews. Thomas also directed comprehensive Know Your Customer, Customer Due Diligence, and Enhanced Due Diligence reviews, ensuring strict compliance with regulatory standards and mitigating operational risks.
In his role as Director of Concierge Services, Thomas provided personalized services to high-net-worth clients, resulting in a 50% increase in revenue per client compared to the standard fee schedule. His efforts contributed to the establishment of the firm’s Institutional Team, dedicated to serving the unique needs of affluent clientele.
Thomas holds a Bachelor of Science in Business Management from Western Governors University and is a commissioned Notary Public in San Mateo County, California. He takes pride in contributing his deep operational knowledge and client-focused approach to the continued success of PenBay.