Susan August
Senior Vice President / Senior Trust and Relationship Advisor
- Role
- Senior Vice President Senior Trust Advisor at Northern Trust
- Location
- Palm Beach, FL, US
- LinkedIn followers
- 500 followers
About Susan August
TRUST OFFICER/ADVISOR– LEADER – RISK MANAGER – RELATIONSHIP DEVELOPER• Seasoned Trust Advisor and leader working with families across generations to ensure their goals and objectives were met, given the terms of the trust document and applicable law. • Led, engaged, motivated and mentored team while establishing strong, mutually trust-based client relationships. • Demonstrated exemplary behaviors in applying strong technical knowledge and skills; exhibiting problem solving/risk management and providing effective client management and responsiveness. • Respected for strong knowledge of trust, investment management, wealth transition, trust law, income and fiduciary taxes and investments.• Proven track record in dealing with complex fiduciary trust accounts and clients.• Ability to attract, retain and develop strong relationships with trust and investment clients.
Experience
Senior Vice President Senior Trust Advisor
Jun 2022 — Present · North Palm Beach, FL, US
Education
Cannon Financial Institute
3 year Trust School Program, Fiduciary Administration
Northwood University
Bachelor of Science (B.S.), Business Administration and Management, General
Skills
- Asset Management
- Confidentiality
- Cultivate Client Relationships
- Leadership
- Portfolio Management
- Capital Markets
- Dependable
- Fixed Income
- Communication
- Financial Analysis
- Investments
- Conflict Resolution
- Alternative Investments
- Self-Motivated
- Problem Solving
- Finance
- Securities
- Enthusiastic
- Mentoring
- Wealth Management
- Team Building
- Investment Advisory
- Financial Services
- Knowledge Transfer
- Interpersonal Skills
- Detail Oriented
- Record Keeping
- Equities
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Coaching
- Adaptable
- Private Banking
- Personal Trust Administration
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