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Online Resumes with "analyze client financial plan"
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
