Resumes
Resumes

Assistant Vice President And Senior Trust Administrator
View pageLocation:
West Chester, PA
Industry:
Banking
Work:
Christiana Trust, A Division of Wilmington Savings Fund Society, Fsb
Assistant Vice President and Senior Trust Administrator
Wells Fargo Aug 2010 - Jan 2016
Vice President and Team Manager
First Niagara Bank Aug 2005 - Aug 2010
Vice President and Senior Trust Officer
Vanguard 1998 - 2005
Trust Administrator
Keycorp 1995 - 1998
Assistant Vice President and Trust Officer
Assistant Vice President and Senior Trust Administrator
Wells Fargo Aug 2010 - Jan 2016
Vice President and Team Manager
First Niagara Bank Aug 2005 - Aug 2010
Vice President and Senior Trust Officer
Vanguard 1998 - 2005
Trust Administrator
Keycorp 1995 - 1998
Assistant Vice President and Trust Officer
Education:
State University of New York College at Plattsburgh 1981 - 1983
Bachelors, Bachelor of Science Schenectady County Community College 1979 - 1981
Bachelors, Bachelor of Science Schenectady County Community College 1979 - 1981
Skills:
Wealth Management
Mutual Funds
Asset Allocation
Series 7
High Net Worth Individuals
Relationship Management
401K
Financial Advisory
Portfolio Management
Investment Advisory
Wealth Management Services
Securities
Credit
Retirement
Banking
Estate Planning
Investments
Retirement Planning
Series 63
Strategic Financial Planning
Investment Management
Fixed Income
Financial Services
Asset Management
Mortgage Lending
Private Banking
Investment Strategies
Alternative Investments
Financial Analysis
Financial Planners
Equities
Asset Managment
Wealth
Personal Trust Administration
Management
Mutual Funds
Asset Allocation
Series 7
High Net Worth Individuals
Relationship Management
401K
Financial Advisory
Portfolio Management
Investment Advisory
Wealth Management Services
Securities
Credit
Retirement
Banking
Estate Planning
Investments
Retirement Planning
Series 63
Strategic Financial Planning
Investment Management
Fixed Income
Financial Services
Asset Management
Mortgage Lending
Private Banking
Investment Strategies
Alternative Investments
Financial Analysis
Financial Planners
Equities
Asset Managment
Wealth
Personal Trust Administration
Management