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Online Resumes with "Interpret trusts"
Trust and Fiduciary Specialist
I am seeking a permanent full-time position with a Trust Company or in a Trust Department of a Financial Institution where my knowledge and experience in estate planning, fiduciary law, and taxation will contribute significantly to its service, growth and profitability. I am an attorney with an LLM in Taxation. I have practiced estate planning for over 16 years. I have been a partner of two law firms and the office managi...
Tags for this Online Resume: taxation, trust, estate, fiduciary, trustee, High Net Worth
Trust Officer, preventing and solving client fainancial and estate issues in a fiduciary manner
Manage trust and investment accounts in a bank trust or wealth management department or with an independent trust company.
Tags for this Online Resume: retain clients, analyze client financial plan, retirement assets, fiduciary concepts, make decisions, high net worth, CTFA, Analyze client financial and estate plans, Interpret trusts, fiduciary specialist, Approve annual account reviews and discretionary matters, client relationships
