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Degrees
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B.B.A. in Finance
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My Expert Service
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Over twenty years experience with major and regional banks in personal trust. Experience in trust administration, fiduciary investments, trust marketing and most recently management of a regional trust department. I am available to small trust departments needing third party expertise, trust beneficiaries needing non-legal help working with their trust officers or non estate/probate attorneys that do limited work with trust matters.
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Experience & Qualifications
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C.T.F.A. (Certified Trust Financial Advisor) designation from Institute of Certified Bankers (ICB)
Over twenty years experience with progressively increasing responsibility in trust administration, investments, marketing and department management.
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Available Modes Of Communication
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email/chat
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Contact
Aggie Trustee
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