Josh Shapiro
Senior Vice President Trust Officer @LCNB National Bank
Olde West Chester, OH, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2016 — Present
Senior Vice President Trust Officer @LCNB National Bank
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I provide comprehensive wealth management and trust services to individuals, families, and charitable endowments. Specifically, and through an internal and external team approach, I help clients establish, implement, and monitor their financial planning, tax and estate planning, charitable planning, investment management, and needs for trust and estate fiduciary services.
SKILLS
Mutual FundsBusiness DevelopmentElder CareTrustsFinancial AdvisoryCpaEstate PlanningFinancial PlannersFiduciaryManagementLeadershipInsuranceCommercial LendingCustomer ServiceStrategic PlanningFinanceFinancial PlanningEstate LawBankingElder LawEstate AdministrationFinancial AnalysisDispute ResolutionInvestmentsInvestment Management
ABOUT JOSH SHAPIRO
I am a Senior Vice President/Trust Officer at LCNB National Bank. I previously worked in…
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