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Manager Officer

Location:
Davenport, IA
Posted:
December 26, 2020

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Resume:

Josie Wahl

Health Care Provider

adiyy7@r.postjobfree.com

563-***-****

***** ***** ****** *********, **, 5280

4

UNIVERSITY OF MINNESOTA CROOKSTON

Crookston, MN

Associate in Applied Science (A.A.S.)

Banking and Financing (May 1981)

MT ST BENEDICT

GPA: 3.8

Crookston, MN

High School Diploma (May 1979)

EDUCATION

Hard-working professional with 33+ years of experience and a proven knowledge of customer service, meeting planning, and project planning. Aiming to leverage my skills to successfully fill the Health Care Provider role at your company.

CAREER OBJECTIVE

VICE PRESIDENT & TRUST OFFICER

CBI Bank & Trust, Muscatine, IA / Dec 2014 - Aug 2020 VICE PRESIDENT & TRUST OFFICER

American Bank & Trust, Rock island, IL / Jun 2013 - Dec 2014 HEAD OF PERSONAL TRUST & TRUST OFFICER

Waukesha State Bank, Waukesha, WI / Jan 2002 - Jun 2013 TRUST OFFICER & MANAGER OF TRUST OPERATIONS

Alerts Financia,l Grand Forks, ND / Jun 1987 - Dec 2001 EXPERIENCE

Manage over $200 million in assets. Specialize in Special Needs Trusts. Experience in Trust Tax. 33 years of trust Experience. Worked with elderly customers.

Managed a book of over $170 Million in assets. Specialized working with elderly and special needs customers.

Manager and Personal Trust Supervisor. Specialized in Special Needs Trusts. Worked with outside Investment Advisors. Managed a staff of 5.

Experience in managing a staff of 8. Experience in Trust Tax. Responsible for all tax information going to clients. Hired and trained all operation employees.



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