Claudine B. Bachelor
Senior Fiduciary Officer
- Role
- Senior Fiduciary Officer at Northern Trust Wealth Management
- Location
- Pasadena, CA, US
- LinkedIn followers
- 500 followers
Experience
Senior Fiduciary Officer
Northern Trust Wealth Management
Jul 2024 — Present · Pasadena, CA, US
Claudine Bachelor is a Senior Vice President and the Senior Fiduciary Officer for the Pasadena region of Northern Trust\'s Wealth Management segment. She is responsible for overseeing all aspects of the region’s fiduciary practice including oversight of all trust relationships, management and mitigation of fiduciary risk, review of all new trust business, and oversight of all court related matters including administrative petitions and fiduciary litigation. In addition, Ms. Bachelor works with select Wealth Management clients and their legal and tax advisors to implement integrated tax and estate plans and goals-based wealth management strategies.
Education
Willamette University
Bachelor of Science (B.S.), Sociology
Skills
- Credit
- Financial Planning
- Mortgage Lending
- Financial Analysis
- Series 66
- Asset Management
- Customer Service
- Series 7
- Wealth Management
- Sales
- Retirement Planning
- Investments
- Long Term Care Insurance
- Life Insurance
- Relationship Management
- Commercial Banking
- Investment Management
- Estate Planning
- Portfolio Management
- Loans
- Financial Services
- Banking
- Risk Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.