William Diebel
Senior Estate Officer, Senior Vice President First Citizens Bank
- Role
- Senior Estate Officer, Senior Vice President at First Citizens Bank
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
About William Diebel
Bill provides the highest level of personal service to his clients in the trust and…
Experience
Senior Estate Officer, Senior Vice President
Feb 2024 — Present · San Francisco, CA, US
As a Senior Estate Officer I am in charge of settling large and complex decedent\'s estates and terminating trusts.
Education
University of Denver
Bachelor of Science Business Administration, Finance and Marketing
1977 — 1981
Christie's Education, London
Diploma, Fine and Decorative Arts
1993 — 1994
Skills
- Series 7
- Asset Allocation
- Banking
- Trusts
- Trust Management
- Alternative Investments
- Estate Administration
- Charitable Trusts
- Portfolio Management
- Investments
- Financial Planners
- Real Estate Transactions
- Strategic Financial Planning
- Asset Management
- Securities
- Estate Planning
- Real Estate
- Investment Advisory
- Wealth Management Services
- Financial Planning
- Trustee
- Wealth Management
- Estate Tax Planning
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