Lisa Laidler
Senior Trust Advisor | Fifth Third Private Bank
- Role
- Senior Vice President, Private Bank Senior Trust Advisor at Fifth Third Private Bank
- Location
- Grand Rapids, MI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Lisa Laidler
Specialties: CPA - Certified Public Accountant CTFA - Certified Trust & Financial…
Experience
Senior Vice President, Private Bank Senior Trust Advisor
Oct 2008 — Present · Grand Rapids, MI, US
Education
Michigan State University - Eli Broad College of Business
Bachelor's degree
Skills
- Asset Management
- Cpa
- Teamwork
- Trust Services
- Charitable Trusts
- Accounting
- Trusting Relationships
- Multi-Generational Wealth Transfer
- Wealth Management Services
- Project Management
- Estate Planning
- Financial Planning
- Trustee
- Leadership
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