Coley Shield

Coley Shield currently serves as a Trust Examiner for the South Dakota Division of Banking, where she plays a vital role in safeguarding the integrity and stability of trust institutions within the state. In this capacity, she conducts comprehensive examinations of trust companies and bank trust departments, meticulously analyzing policies, operational procedures, and financial statements to ensure compliance with both state and federal regulations. Her expertise in trust operations and personal trust administration enables her to identify potential risks and areas for improvement, fostering a culture of sound fiduciary practices.

Coley’s work involves performing detailed administrative and investment account reviews, assessing adherence to established policies, and evaluating the effectiveness of internal controls. Her ability to synthesize complex financial data into clear, actionable reports supports regulatory oversight and enhances trust company governance. She has been instrumental in developing examination procedures that incorporate risk assessment techniques, leveraging her certification as a Certified Fiduciary & Investment Risk Specialist to identify vulnerabilities related to fiduciary and investment risks.

Her proficiency in auditing, combined with advanced skills in Microsoft Excel, allows her to efficiently analyze large datasets and produce comprehensive summaries that inform regulatory decisions. Key projects include evaluating trust department compliance during periods of regulatory change and assisting in the development of best practices for trust administration. Through her diligent work and industry-specific expertise, Coley Shield contributes significantly to maintaining the financial stability and consumer confidence in South Dakota’s trust industry.