Resumes
Resumes
Senior Consultant, Trust And Fiduciary Services
View pageLocation:
1107 Heritage Ct, Waunakee, WI 53597
Industry:
Financial Services
Work:
Wipfli Llp
Senior Consultant, Trust and Fiduciary Services
American Family Insurance Aug 2003 - Apr 2012
Compliance Principal
U.s. Bank Aug 1993 - Aug 2003
Trust Officer and Trust Accountant and Team Leader
Dca May 1990 - Aug 1993
Retirement Plan Administrator
Soloman Smith Barney May 1986 - May 1990
Registered Sales Assistant and Operations
Senior Consultant, Trust and Fiduciary Services
American Family Insurance Aug 2003 - Apr 2012
Compliance Principal
U.s. Bank Aug 1993 - Aug 2003
Trust Officer and Trust Accountant and Team Leader
Dca May 1990 - Aug 1993
Retirement Plan Administrator
Soloman Smith Barney May 1986 - May 1990
Registered Sales Assistant and Operations
Education:
Madison Area Technical College 2010 - 2012
Edgewood College 1987 - 1994
Bachelors, Bachelor of Science, Business Tremper High School 1977 - 1980
Edgewood College 1987 - 1994
Bachelors, Bachelor of Science, Business Tremper High School 1977 - 1980
Skills:
Auditing
Insurance
Risk Management
Process Improvement
Banking
Outlook
Financial Analysis
Microsoft Excel
Employee Benefits
Financial Risk
Access
Analysis
Accounting
Insurance
Risk Management
Process Improvement
Banking
Outlook
Financial Analysis
Microsoft Excel
Employee Benefits
Financial Risk
Access
Analysis
Accounting
Registration Specialist At American Family Securities, Llc
View pagePosition:
Registration Specialist at American Family Securities, LLC
Location:
Madison, Wisconsin Area
Industry:
Investment Management
Work:
American Family Securities, LLC
Registration Specialist
Registration Specialist