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Online Resumes with "trust officer"
Senior Trust Officer wealth management for 37 years
I am a Trust Relationship Manager, with over 25 years of experience in the financial industry. I have worked in the area of Trust Administration/ Trust Operation as Trust Administrative Research Associate, Trust Officer, Trust Associate, Asset Management
I am a dedicated professional who have worked for many firms and gained a wealth of experience in the financial industry. I have talents and skills that are transferable to various types of industries. My objective is to provide high standards of excellence, satisfy the client’s objectives and to be an integral part in the company’s success.
Paralegal
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Tags for this Online Resume: Trust Officer, Relationship Manager, Private Bank, Compliance, Legal, Trust and Estates
human resources or bank trust officer san diego
To utilize my skills and substantial experience to contribute to a firm in one of the two areas.
Tags for this Online Resume: legal compliance, policies and procedures, employee relations, OSHA, trust experience, benefits administration
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
As a recent graduate of Law School, I intend to use my professional experience in law, education and finance to secure a position with a nonprofit organization as a Planned Giving Officer and a community Advocate.erBirmingham, AL.
After living in Germany for 8 years where I taught English to adults in a corporate setting, I began a career in consumer banking and achieved great success in developing new customer banking relationships. I was promoted to Assistant Branch Manager of Regions Bank, Mountain Brook, and was nominated to participate in Regions Bank Leadership program. I was offered a position in the Trust Department as a Trust Officer which a...
Tags for this Online Resume: Driven, Diplomatic, Versatile, Genuine, Optimistic, Accomplisher, Compelling, Advocate, Planned Giving, Convincing, Leader, active
WEALTH MANAGEMENT PROFESSIONAL
Results-driven investment professional with an excellent track record achieving financial goals of high net worth clients. Executive-level leader with demonstrated aptitude for building, training, and coaching top-performing financial advisory teams to achieve ambitious revenue goals. Superb relationship builder with an extensive network of contacts in the Salt Lake City area and across the country. More than 13 years of su...
Ideal Companies: Edward Jones, TIAA-CREF, Morgan Stanley, Zions Bancorporation
Tags for this Online Resume: Strategic Planning, Risk Management, Financial Analysis, Business Development, Expense Control, Consulting, Negotiations, Team Leadership, Motivation, Client Relations, Wealth Manager, Wealth Management, Account Management
Accountant
Tags for this Online Resume: Customer Service, Portfolio Manager, Trust Officer, Relationship Manager, Personal Banker, Investment Manager
Trust Officer, Family Office
To provide expert advice and guidance on business succession and individual estate planning in the Family Office setting
Tags for this Online Resume: Trust Officer, Business succession, estate planing, Tax, Estates, Fiduciary
Trust Officer/Trust Administrator, Esq., CTFA, 15 years experience
Seeking position to utilize my legal and trust background.
Tags for this Online Resume: Trust Officer, Trust Administration, Risk/Liability
Wealth manager, trust officer, Holland, MI. Wealth manager, trust officer, Redlands, CA.
Tags for this Online Resume: consultantant, investments, estate planning, financial planning, life insurance review, trust settlement
Employee Benefits Administrator - Personal Trust Officer - 25 years experience - TPA - Retirement Plan - Section 125 Plan -
I'm a sharp, resourceful Benefits Administrator and Human Resources professional with long-standing and diverse experience throughout multiple industries including banking, personal trust, employee benefit administration, flexible spending administration. Progressive knowledge in the distribution and creation of effective employee benefit services and plans, financial growth as well as build invested customer relationships ...
Tags for this Online Resume: Compliance Testing, Retirement Plans, Flexible Spending , TPA Administration, Virtual , Home Office, Benefits Administration, Conversions, Personal Trust Administration, Charitable Fund Raising, Fiduciary Administration, Form 5500, Plan Terminations
