Lisa Sullivan
V.P. Sr. Trust Officer & Chief Trust Operations Officer at TrustBank Wealth Management
- Role
- V P Sr Trust Officer & Chief Trust Operations Officer at Trustbank Wealth Management
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
V P Sr Trust Officer & Chief Trust Operations Officer
Apr 2020 — Present · Phoenix, AZ, US
Skills
- Wealth
- Investment Management
- Portfolio Management
- Loans
- Ira's
- Financial Planning
- Wealth Management Services
- Iras
- Asset Allocation
- Banking
- Mutual Funds
- Trusts
- Estate Planning
- Credit
- Investments
- Wealth Management
- Retirement Planning
- Retirement
- Strategic Financial Planning
- Trust Services
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