Adam B.
Lead Financial Planner and Trust Officer at Perkins Coie Trust Company
- Role
- Lead Financial Planner and Trust Officer at Perkins Coie
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Adam B.
Experienced financial services professional, specializing in trust administration…
Experience
Lead Financial Planner and Trust Officer
Apr 2019 — Present · Seattle, WA, US
Perkins Coie Trust Company LLC, a trust company chartered in the state of Washington, is a wholly owned affiliate of Perkins Coie LLP. Perkins Coie Trust Company provides financial management of both personal and trust assets. Our team of trust and investment professionals works in concert with the lawyers of Perkins Coie LLP to help our clients navigate changing tax laws, volatile financial markets and increasingly complex investment options so that our clients can ensure their long-term financial security - and that of their families and other beneficiaries.
Education
Ankeny High School
Diploma
1999 — 2003
University of Northern Iowa
Bachelor of Arts (B.A.)
2003 — 2007
Covenant Theological Seminary
Master of Divinity (M.Div.)
2009 — 2013
Skills
- Leadership
- Disability Insurance
- Public Speaking
- Life Insurance
- Community Outreach
- Team Leadership
- Financial Planning
- Sales
- Increased Profitability
- Management
- Leadership Development
- Project Management
- Customer Service
- Long Term Care Insurance
- Productivity
- Long-Term Care
- Strategic Planning
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