Resumes
Resumes
Head Of Trust Custody And Pension Services
View pageLocation:
Charlotte, NC
Industry:
Banking
Work:
Wells Fargo Bank since 2007
Director of Client Serices
WySTAR Global Retirement Solutions - Rockville, MD 2003 - 2007
Vice President
BNY Mellon 1996 - 2003
Managing Director
Bank of America 1992 - 1996
Vice President
Director of Client Serices
WySTAR Global Retirement Solutions - Rockville, MD 2003 - 2007
Vice President
BNY Mellon 1996 - 2003
Managing Director
Bank of America 1992 - 1996
Vice President
Education:
Loras College 1977 - 1981
BA, Accounting
BA, Accounting
Skills:
Financial Services
Mutual Funds
Relationship Management
401K
Investments
Retirement
Retirement Planning
Securities
Mutual Funds
Relationship Management
401K
Investments
Retirement
Retirement Planning
Securities