Marie Perilman
- Role
- SVP, Uhnw and Philanthropic Strategist at Columbia Trust Company
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Marie Perilman
Certified Financial Planner certificant CDFA(R) MBA, Finance BA, Music Series…
Experience
SVP, Uhnw and Philanthropic Strategist
Aug 2022 — Present · Bellevue, WA, US
As the UHNW and Philanthropic Strategist for Columbia Trust Company, I will lead efforts to build brand visibility, develop product resources and define strategic initiatives.
Education
Seattle University
MBA
University of Washington
BA
College for Financial Planning
CFP
Skills
- Equities
- Financial Planning
- Mortgage Lending
- Financial Analysis
- Wealth Management
- Investment Management
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Retirement Planning
- Financial Advisory
- Series 63
- Personal Financial Planning
- Securities
- Estate Planning
- Public Speaking
- Customer Relations
- Relationship Management
- Wealth Management Services
- Succession Planning
- Investment Strategies
- Alternative Investments
- Finance
- Series 7
- High Net Worth Individuals
- Portfolio Management
- Loans
- Business Planning
- Credit
- Retirement
- Strategic Financial Planning
- Insurance
- Investments
- Private Banking
- Investment Advisory
- Fixed Income
- Financial Planners
- Long Term Care
- Wealth
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