Chad Legate
SVP, Trust Officer and Relationship Manager at Washington Trust Bank
- Role
- SVP, Trust Officer and Relationship Manager at Washington Trust Bank
- Location
- Spokane, WA, US
- LinkedIn followers
- 500 followers
About Chad Legate
Certified Trust and Financial Advisor with significant experience in the areas of…
Experience
SVP, Trust Officer and Relationship Manager
Dec 2020 — Present
Education
Eastern Washington University
BA, Business Management, Finance
1990 — 1994
American Bankers Association - Institute of Certified Bankers
CTFA, Certified Trust and Financial Advisor
1995 — 1997
Cannon Financial Institute
N/A, Fiduciary Tax
1995 — 1997
Skills
- Equities
- Estate Administration
- Financial Advisory
- 401k
- High Net Worth Individuals
- Private Banking
- Iras
- Wills
- Tax
- Wealth Management Services
- Securities
- Estate Planning
- Cash Management
- Trusts
- Investment Management
- Strategic Financial Planning
- Portfolio Management
- Due Diligence
- Fixed Income
- Retirement Planning
- Real Estate
- Charitable Trusts
- Investments
- Asset Allocation
- Trust Services
- Estate Tax Planning
- Investment Strategies
- Alternative Investments
- Wealth Management
- Private Equity
- Commercial Lending
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