Position:
Vice President, Senior Trust Administrator at Wells Fargo Bank N.A.
Work:
Wells Fargo Bank N.A.
- Wilmington, Delaware since Jul 2012
-
Vice President, Senior Trust Administrator
TESSERA Elder Consulting, LLC
- Wheaton, IL Aug 2010 - Jul 2012
-
Founder
Morgan Stanley Trust
- Chicago, IL and Scottsdale, AZ Mar 2002 - Dec 2009
-
Senior Trust Officer, Director
Merrill Lynch Trust
- Scottsdale, AZ Nov 1995 - Mar 2002
-
Vice President, Senior Trust Officer
Northern Trust Bank
- Phoenix, AZ Jun 1986 - Nov 1995
-
Assistant Vice President, Trust Officer
Certifications:
Certified Trust and Financial Advisor
Certified Senior Advisor
Accredited Estate Planner