Institutional Trust Manager
In 1999, I joined the First National Wealth Management team. Now, with more than two decades of experience, I’m responsible for the administration of our 150+ Institutional Trust accounts.
Along with handling administration responsibilities, I have experience in account administration, investment management, and meeting the unique and diverse needs of many types of organizations.
Outside of work, I am actively involved in the community, having served on the boards of various non-profits such as Independent Living Choices and the Woodlawn Cemetery Association.