Position:
Trust Associate at Wells Fargo
Work:
Wells Fargo
since Oct 2011
-
Trust Associate
Oakbrook Solutions
Feb 2011 - Sep 2011
-
Business Analyst/Consultant
Reliance Trust Company
Jul 2007 - Jun 2010
-
Trust Administrator/Relationship Manager
Reliance Trust Company
Dec 2005 - Jul 2007
-
Senior Staff Auditor
SunTrust Bank
Feb 2002 - Nov 2005
-
Estate Administrator/Trust Officer
Education:
Mercer University 2001 - 2003
MBA, BUSINESS
Skills:
Asset Management, Banking, Customer Service, Administration, Customer Relations, Excel, PowerPoint, Windows, Financial Planning, Risk Assessment, Investments, Risk Management, perfomance reporting, Accounting