Health Care Provider
UNIVERSITY OF MINNESOTA CROOKSTON
Associate in Applied Science (A.A.S.)
Banking and Financing (May 1981)
MT ST BENEDICT
High School Diploma (May 1979)
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.
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.