Atalie S.
First Level Officer @ Comerica Bank | CTFA
- Role
- First Level Officer - Trust Advisor i at Comerica Bank
- Location
- Detroit, MI, US
- LinkedIn followers
- 500 followers
About Atalie S.
As a Trust Officer at Comerica Bank, I provide comprehensive fiduciary services to high-net-worth clients, ensuring their estate planning goals are met and their assets are managed according to their wishes. I’ve had the CTFA certification for three years which demonstrates my expertise and knowledge in trust and estate planning. I have nearly 6 years of experience in Trusts and Estate Planning, and 2 years of experience in financial planning. I am a diligent and motivated wealth management professional who strives to deliver exceptional results.
Experience
First Level Officer - Trust Advisor i
Feb 2023 — Present · Detroit, MI, US
Education
Lutheran High School Northwest
High School Diploma
2009 — 2013
Oakland University
Bachelor’s Degree
2013 — 2017
Skills
- Leadership
- Soldering
- Critical Thinking
- Public Speaking
- Microsoft Powerpoint
- Mathematics
- Organization Skills
- People Skills
- Team-Oriented
- Teamwork
- Networking
- Communication
- Friendly Personality
- Volunteering
- Microsoft Excel
- Powerpoint
- Childcare
- Electronics
- Microsoft Word
- Retail Sales
- Social Media
- Time Management
- Cashiering
- Data Entry
- Event Planning
- Customer Service
- Cash Register
- Goal Oriented
- Microsoft Office
- Highly Dedicated
- Analytical Skills
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