Kimberly Lloyd
Trust Relationship Officer, MTWM, CTFA, CWS
- Role
- Trust Relationship Officer at Greenleaf Trust
- Location
- Traverse City, MI, US
- LinkedIn followers
- 500 followers
About Kimberly Lloyd
An accomplished and talented professional with a comprehensive background in servant…
Experience
Trust Relationship Officer
Jan 2022 — Present · Traverse City, MI, US
Greenleaf Trust Trust Relationship Officer 01/10/2022 – Present Responsible for day-to-day trust administration and fiduciary compliance while coordinating estate and tax planning strategies with other professional advisors for clients. • Work with other members of the client centric team to develop a customized full financial plan unique to each client. • Work to implement financial plans on an ongoing basis. • Ensure clients have estate planning documents in place to ensure wealth transfer goals are achieved. • Put legal document language into “layman’s terms” for clients to make their estate plan easily understood. • Work closely with my client’s external advisors to ensure we are all working together to help achieve client goals. • Day-to-day account administration and fiduciary compliance.• Provide Greenleaf clients and prospects with a WOW experience.
Education
Campbell University
Master of Trust and Wealth Management, Business, Management, Marketing, and Related Support Services
Cannon Financial Institute
Trust, Estate Planning
Davenport University
Business Management, Finance Specialty
2012 — 2015
Northwestern Michigan College
Associate of Arts and Sciences (AAS), Business Administration and Management, General
2001 — 2011
Skills
- Social Networking
- Microsoft Excel
- Powerpoint
- Cosmetics
- Makeup Artistry
- Time Management
- Research
- Marketing
- Social Media
- Microsoft Office
- Editing
- Microsoft Word
- English
- Public Speaking
- Customer Service
- Retail
- Teamwork
- Fashion
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