Deno Takles
--Trust Officer, US Trust
- Role
- Senior Trust Officer, Vice President at U.S. Trust
- Location
- Lynn, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Trust Officer, Vice President
Jan 2007 — Present · Boston, MA, US
Provide trust administration and wealth management advice to individuals and families of substantial means
Education
Indiana University Bloomington
MA
1991 — 1993
Kalamazoo College
BA
1985 — 1989
Skills
- Retirement Planning
- Trust Administration
- Wealth Management Advice
- Asset Allocation
- Banking
- Mutual Funds
- Trust
- Speak English, French & Greek
- Estate Planning
- Wealth Management
- Trust Services
- Series 7
- High Net Worth Individuals
- Wealth Management Services
- Investment Management
- Investments
- Investment Advisory
- Private Banking
- Trusts
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