Ken Slaney
Regional Vice President- Senior Trust Compliance Officer
- Role
- Regional Vice President- Senior Trust Compliance Officer at Northwest Bank
- Location
- Erie, PA, US
- LinkedIn followers
- 500 followers
About Ken Slaney
An accomplished and detail-oriented MARKET MANAGER, with extensive experience in asset…
Experience
Regional Vice President- Senior Trust Compliance Officer
Nov 2023 — Present · Erie, PA, US
Responsible for performing a variety of highly technical, compliance and customer service duties relating to Personal Trust Administration. Maintain a thorough knowledge of compliance and regulatory requirements for various states and federal statutes & , regulations, as well as internal policies and procedures. Develop and manage an annual Compliance training program for Personal Trust and create a culture of accountability regarding compliance issues. Assist in the overall development, examination, audit and compliance efforts which includes the documentation and monitoring of regulatory and internal compliance efforts required of Northwest Bank.
Education
PennWest Clarion
Bachelors of Science
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA
American Bankers Association (ABA)
National Trust and National Graduate Trust School
University of Pittsburgh Katz Graduate School of Business
Master of Business Administration - MBA
Skills
- High Net Worth Individuals
- Asset Management
- Management
- Relationship Management
- Wealth Management Services
- Banking
- Asset Allocation
- Mutual Funds
- Risk Management
- Insurance
- Retirement Planning
- Pensions
- Credit
- Financial Modeling
- Investment Management
- Wealth Management
- Financial Planners
- Trust Services
- Financial Analysis
- Retirement
- Strategic Financial Planning
- Securities
- Estate Planning
- Credit Analysis
- Accounting
- Alternative Investments
- Life Insurance
- Finance
- Portfolio Management
- Investment Advisory
- Loans
- Financial Planning
- Mortgage Lending
- Strategic Planning
- Asset Managment
- Series 7
- Investments
- Underwriting
- Certified Financial Planner
- Mergers & Acquisitions
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