April Stanton

April Stanton Email and Phone Number

Vice President, Client Services, Family Office Services @ Florida Trust Wealth Management
Largo, FL, US
April Stanton's Location
Largo, Florida, United States, United States
April Stanton's Contact Details

April Stanton work email

April Stanton personal email

About April Stanton

April Stanton is a Vice President, Client Services, Family Office Services at Florida Trust Wealth Management. She possess expertise in customer service, insurance, microsoft word, team building, telephone skills and 21 more skills.

April Stanton's Current Company Details
Florida Trust Wealth Management

Florida Trust Wealth Management

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Vice President, Client Services, Family Office Services
Largo, FL, US
Employees:
48
April Stanton Work Experience Details
  • Florida Trust Wealth Management
    Vice President, Client Services, Family Office Services
    Florida Trust Wealth Management
    Largo, Fl, Us
  • Sabal Trust Company
    Family Office Coordinator
    Sabal Trust Company Nov 2022 - Present
    Florida, United States
    Family Office Coordinator who interacts with clients in helping them simplify and organize their financial lives. I am passionate about helping clients achieve financial success and building meaningful relationships.
  • Sabal Trust Company
    Relationship Manager
    Sabal Trust Company Mar 2015 - Present
    Tampa, Florida
    Relationship Manager that helps manage clients accounts, by reviewing their accounts, check cash balances, process ACH/Wires, bill pay, take care of overdraft reports. Schedule appointments. Review and process Reg 9s, open and setup new accounts, IPs, remittences, close accounts and etc. Process incoming and outgoing mail, IRA RMDs. Put together Trust Committee Minutes, Objective Letters. Plan and put together after hour events for clients and center of influences.
  • Raymond James Trust, N.A.
    Administrative Assistant Ii (Middle Office)
    Raymond James Trust, N.A. Apr 2013 - Mar 2015
    Saint Petersburg, Florida
    Help assist Trust Officers by doing the following: initiate incoming transfers from other firms by manual requesting these transfers or initiating them on the ACAT system, Re-registering Stock, Bill Pay (paying clients bills), ACH's, Wires, Account Openings (setting up new accounts in the system), Processing Remits (setting up Remits and changing remits), notifying companies of change of addresses, Setting up Master and Sub Accounts (for investment purposes), Market Value Updates, Closing Accounts and assisting with the phones.
  • Raymond James Financial, Inc.
    Transfer Associate Ii
    Raymond James Financial, Inc. Nov 2011 - Apr 2013
    St. Petersburg, Fl
    Worked on the manual side of incoming Transfers from Annuity companies. Processed incoming Bank CDs. Transferred in stocks using the DTC system. Transferred in accounts (in-kind). Processed broker/dealer changes on Annuities and Life Insurance Policies. Answered phones, faxing requests.
  • Mcarthur Insurance Agency
    Csr & Assistant
    Mcarthur Insurance Agency Dec 2003 - Nov 2011
    Largo, Florida
    Assistant to the owner at McArthur Insurance Agency. Managed accounts, find clients insurance coverage, renewed clients insurance coverage. Generated Certificates of Insurance, Submitted applications to different insurance carriers for the best quotes. Schedule meetings, reviewed clients files. Processed mail and overnights. Answered phones, file and etc.

April Stanton Skills

Customer Service Insurance Microsoft Word Team Building Telephone Skills Powerpoint Outlook Microsoft Excel Microsoft Office Teamwork Financial Services Team Leadership Financial Reporting Administrative Assistants Data Entry Commercial Insurance Spreadsheets Office Administration Brokers Office Management Calendars Time Management Confidentiality 10 Key Peoplesoft Fax

April Stanton Education Details

  • Florida Bankers Association Trust School
    Florida Bankers Association Trust School
    Trust And Wealth Management
  • Diana Fink Central Insurance School
    Diana Fink Central Insurance School
    Insurance
  • St. Petersburg College
    St. Petersburg College
  • Seminole High School
    Seminole High School

Frequently Asked Questions about April Stanton

What company does April Stanton work for?

April Stanton works for Florida Trust Wealth Management

What is April Stanton's role at the current company?

April Stanton's current role is Vice President, Client Services, Family Office Services.

What is April Stanton's email address?

April Stanton's email address is ap****@****hoo.com

What schools did April Stanton attend?

April Stanton attended Florida Bankers Association Trust School, Diana Fink Central Insurance School, St. Petersburg College, Seminole High School.

What skills is April Stanton known for?

April Stanton has skills like Customer Service, Insurance, Microsoft Word, Team Building, Telephone Skills, Powerpoint, Outlook, Microsoft Excel, Microsoft Office, Teamwork, Financial Services, Team Leadership.

Who are April Stanton's colleagues?

April Stanton's colleagues are Kendall Luthringer, Beth Weigel, Jenna Fricke (Pruitt), Cia, Cfirs, Carolyn Rogers, Cfre, Fred Pezeshkan, Robert Lisenbee, Ann Pankow, Cfp®, Ctfa, Chfc®.

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