Carrie Garrity
Director Trust Services at First Citizens Wealth
- Role
- Director Trust Services at First Citizens Wealth
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
Experience
Director Trust Services
Jul 2021 — Present · Raleigh, NC, US
Executes oversight of Trust Special Services, which includes Estate Settlement, Fiduciary Sales Officers, and the Fiduciary Services Group. Develops strategies and tactics to deliver Special Services in collaboration with all regions, including expansion markets, and affected lines of business. Provides ongoing fiduciary monitoring and administration of estates and trusts to achieve full compliance as well as to identify potential risks. Partners with expansion markets to drive growth and retention strategies and tactics. Oversees fiduciary activities, associate development, organizational processes and procedures for Trust Special Services.
Education
East Carolina University
Bachelor's degree, Psychology
2006 — 2008
Skills
- Relationship Management
- Microsoft Office
- Microsoft Excel
- Loans
- Estate Administration
- Banking
- Microsoft Word
- Customer Service
- Leadership
- Team Building
- Public Speaking
- Event Management
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