Resumes
Resumes
Trust And Probate Specialist
View pageLocation:
Louisville, KY
Industry:
Banking
Work:
U.s. Bank
Trust and Probate Specialist
U.s. Bank
Trust Assistant
Thoroughbred Technologies 2001 - 2005
Staff Accountant
Trust and Probate Specialist
U.s. Bank
Trust Assistant
Thoroughbred Technologies 2001 - 2005
Staff Accountant
Education:
Jefferson Community and Technical College 1999 - 2008
Associates, Accountancy
Associates, Accountancy
Skills:
Photoshop
Trust Services
Banking
Wealth Management
High Net Worth Individuals
Trust Management
Wealth Management Services
Estate Planning
Portfolio Management
Cash Management
Retirement Planning
Series 63
Retirement
Strategic Planning
Asset Management
Financial Services
Trusts
Financial Analysis
Investment Management
Securities
Strategic Financial Planning
Mortgage Lending
Retail Banking
Estate Administration
Risk Management
Management
Uniform Combined State Law
Series 7
Estate Tax Planning
Tax
Microsoft Office
Mutual Funds
Asset Allocation
Customer Service
Consumer Lending
Small Business Lending
Investments
Credit Analysis
Trust Services
Banking
Wealth Management
High Net Worth Individuals
Trust Management
Wealth Management Services
Estate Planning
Portfolio Management
Cash Management
Retirement Planning
Series 63
Retirement
Strategic Planning
Asset Management
Financial Services
Trusts
Financial Analysis
Investment Management
Securities
Strategic Financial Planning
Mortgage Lending
Retail Banking
Estate Administration
Risk Management
Management
Uniform Combined State Law
Series 7
Estate Tax Planning
Tax
Microsoft Office
Mutual Funds
Asset Allocation
Customer Service
Consumer Lending
Small Business Lending
Investments
Credit Analysis
Interests:
Photoshop
Photography
Retail
Photography
Retail
Trust Officer
View pageLocation:
Louisville, KY
Industry:
Banking
Work:
Hilliard Lyons A Baird Company
Trust Officer
U.s. Bank
Private Banking Analyst
U.s. Bank
Trust and Probate Specialist
Trust Officer
U.s. Bank
Private Banking Analyst
U.s. Bank
Trust and Probate Specialist
Education:
Southern New Hampshire University 2018 - 2020
Bachelors, Financial Management, Finance Hazard Community and Technical College 2006 - 2008
Associates, Associate of Arts, Accounting
Bachelors, Financial Management, Finance Hazard Community and Technical College 2006 - 2008
Associates, Associate of Arts, Accounting
Skills:
Salesforce.com Administration
Fiduciary Services
Trust Management
Trust Services
Mail Room
Sharepoint
Pwcdms
Brentmark
Cssb
Sei Wealth Gate Way
Microsoft Outlook
Microsoft Powerpoint
Microsoft Office
Customer Service
Microsoft Excel
Leadership
Microsoft Word
Research
Social Media
Fiduciary Services
Trust Management
Trust Services
Mail Room
Sharepoint
Pwcdms
Brentmark
Cssb
Sei Wealth Gate Way
Microsoft Outlook
Microsoft Powerpoint
Microsoft Office
Customer Service
Microsoft Excel
Leadership
Microsoft Word
Research
Social Media
Languages:
English