Dave Stanfield
Senior Client Service Coordinator, Securities Desk, Midwest Institutional Trust Services at Midwest Institutional Trust Company
- Role
- Senior Client Service Coordinator, Securities Desk, Midwest Institutional Trust Services at Midwest Institutional Trust Company
- Location
- New Berlin, WI, US
- LinkedIn followers
- 500 followers
About Dave Stanfield
Results-oriented, detailed professional with comprehensive Trust Operations and 401(k) industry experience. Background includes promotions to positions of increased responsibility. Skilled in communication, project management, managing internal controls, and streamlining procedures, resulting in client retention and new client acquisition.
Experience
Senior Client Service Coordinator, Securities Desk, Midwest Institutional Trust Services
Midwest Institutional Trust Company
Jan 2020 — Present · Milwaukee, WI, US
Provide instructed trade execution and settlement for publicly traded securities, including equities, bonds, mutual funds, U.S. Treasuries, covered call/put options, foreigns, and certificates of deposit within Client Directed Accounts (CDAs).
Education
Trinity International University
Bachelor of Arts (B.A.)
1989 — 1995
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