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Candy H. Thurs, Ctfa And Cws Email & Phone Number

Vice President at Legacy Private Trust Company at Legacy Private Trust Company
Location: Wausau, Wisconsin, United States 11 work roles 4 schools
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Current company
Legacy Private Trust Company
Role
Vice President at Legacy Private Trust Company
Location
Wausau, Wisconsin, United States
Company size
29 employees

Who is Candy H. Thurs, Ctfa And Cws? Overview

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Quick answer

Candy H. Thurs, Ctfa And Cws is listed as Vice President at Legacy Private Trust Company at Legacy Private Trust Company, a company with 29 employees, based in Wausau, Wisconsin, United States. AeroLeads shows a matched LinkedIn profile for Candy H. Thurs, Ctfa And Cws.

Candy H. Thurs, Ctfa And Cws previously worked as Vice President & Team Lead North Central WI at Legacy Private Trust Company and Director - Private Wealth Advisor at Bmo Wealth Management - U.S.. Candy H. Thurs, Ctfa And Cws holds Bachelor'S Degree, Business Administration - Economics from Auburn University.

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Email format at Legacy Private Trust Company

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Legacy Private Trust Company

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Profile bio

About Candy H. Thurs, Ctfa And Cws

Senior Private Client Advisor specializing in working with families, business owners, and organizations for their financial planning and investment needs. Key duties include multi-generational trust planning, investment strategy, and financial/estate planning for these relationships. Specific experience managing foundations, retirement planning, revocable and irrevocable trust accounts, charitable trusts, family business succession planning, tax strategy, executive compensation, and investment management solutions.A specific focus is in managing the wealth strategy for families and individuals selling a business.I am looking to meet families and individuals to help with their finances, as well as professional colleagues to expand my network in order to help my clients.

Current workplace

Candy H. Thurs, Ctfa And Cws's current company

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Legacy Private Trust Company
Legacy Private Trust Company
Vice President at Legacy Private Trust Company
neenah, wisconsin, united states
Website
lptrust.com
Employees
29
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11 roles · 32 years

Candy H. Thurs, Ctfa And Cws work experience

A career timeline built from the work history available for this profile.

Vice President & Team Lead North Central Wi

Current
Legacy Private Trust Company

Wausau-Stevens Point Area

Experienced Wealth & Trust Administration Professional expanding Legacy Private Trust Company's footprint into North Central Wisconsin.

Oct 2020 - Present

Director - Private Wealth Advisor

Bmo Wealth Management - U.S.

Wausau, Wisconsin Area

Private Client Advisor specializing in working with families, business owners, and organizations for their financial planning and investment needs. Key duties include multi-generational trust planning, investment strategy, and financial/estate planning for these relationships. Specific experience managing foundations, retirement planning, revocable and.

Jun 2018 - Oct 2020

Senior Vice President & Private Banking Team Leader, Ctfa

Associated Bank

Central Wisconsin

Lead a team of Private Bankers in Central WI that was responsible for expanding and deepening customer relationships by comprehensively identifying customers' needs and matching their needs with selections and resources. Provided leadership and financial expertise on Associated products and services to high net worth clients. Lead team that provided.

Jan 2015 - Jun 2018

Vice President & Service Relationship Manager / Trust Officer

Associated Bank

Wausau, Wisconsin

Private Client Advisor for affluent individuals, business owners, and families. Specializing in trust administration, financial/estate planning, and investment management solutions for private wealth management clients.

Sep 2013 - Dec 2015

Vice President & District Operations Manager

Associated Bank

Central Wisconsin

Responsible for the leadership of sales, service, operations, audit and compliance strategy and execution for 12 - 15 retail branches, 100+ colleagues and in excess of $500M in deposits across Central Wisconsin. Specialties: Managing P&L of a $500M+ portfolio, lending/underwriting authority, key sales methodologies, strong compliance management, strategic.

Oct 2010 - Sep 2013

Assistant Vice President & Market Manager

Associated Bank

Rothschild, WI

  • Effectively managed six in-store / traditional retail branches with 50+ employees
  • Analyzed and developed strategies for high-level projects including business development, customer service excellence, employee engagement, staffing optimization, branch hours, and student banking
  • Provided results oriented leadership and coaching to the top retail district in the company through hands-on execution and strategic thinking
Jan 2008 - Oct 2010

Store Team Leader

Target

WI

2006 - 2008 ~2 yrs

District Manager - Professional Services (Pharmacy)

Walmart

WI

2003 - 2006 ~3 yrs

Store Manager

Walmart

MN And WI

2000 - 2003 ~3 yrs

Corporate Learning And Development Trainer

Walmart

MN And WI

1997 - 2000 ~3 yrs

Assistant Manager

Walmart

AL, FL And TN

1994 - 1997 ~3 yrs
Team & coworkers

Colleagues at Legacy Private Trust Company

Other employees you can reach at lptrust.com. View company contacts for 29 employees →

LB Laurene Brooks Laurene Brooks Colleague at Legacy Private Trust Company Neenah, Wisconsin, United States, United States View → EK Emily Kling Emily Kling Colleague at Legacy Private Trust Company Neenah, Wisconsin, United States, United States View → EJ Eric Jovanovich Eric Jovanovich Colleague at Legacy Private Trust Company Appleton-Oshkosh-Neenah Area, United States View → MG Marta Gray O'Brien Marta Gray O'Brien Colleague at Legacy Private Trust Company Neenah, Wisconsin, United States, United States View → GH Greg Hansen, Cfa Greg Hansen, Cfa Colleague at Legacy Private Trust Company Greater Milwaukee, United States View → BB Barbara Blashka Barbara Blashka Colleague at Legacy Private Trust Company Menasha, Wisconsin, United States, United States View → JC Judith Chale Judith Chale Colleague at Legacy Private Trust Company Dar es-Salaam, Dar Es Salaam, Tanzania, Tanzania, United Republic Of View → SG Shannon Gray Shannon Gray Colleague at Legacy Private Trust Company Milwaukee, Wisconsin, United States, United States View → AZ Abigail Ziegler Abigail Ziegler Colleague at Legacy Private Trust Company Greenville, Wisconsin, United States, United States View → NC Nick Carver, Cfa Nick Carver, Cfa Colleague at Legacy Private Trust Company Milwaukee, Wisconsin, United States, United States View →
4 education records

Candy H. Thurs, Ctfa And Cws education

Bachelor'S Degree, Business Administration - Economics

Auburn University

Activities and Societies: Kappa Alpha Theta Social Sorority Alpha Kappa Psi Business FraternityEarned Bachelor Degree in 2 Years while.

Ctfa - Certified Trust And Fiduciary Advisor

Cannon Financial Institute

Founded in 1961, Cannon Financial Institute has been providing top quality professional development for over 50 years to financial.

Advanced Honors Diploma

Dadeville High School

Activities and Societies: Beta Club, Key Club, Student Council, Diamond Doll (Hostess for Varsity Baseball Team) and Dance Team

FAQ

Frequently asked questions about Candy H. Thurs, Ctfa And Cws

Quick answers generated from the profile data available on this page.

What company does Candy H. Thurs, Ctfa And Cws work for?

Candy H. Thurs, Ctfa And Cws works for Legacy Private Trust Company.

What is Candy H. Thurs, Ctfa And Cws's role at Legacy Private Trust Company?

Candy H. Thurs, Ctfa And Cws is listed as Vice President at Legacy Private Trust Company at Legacy Private Trust Company.

Where is Candy H. Thurs, Ctfa And Cws based?

Candy H. Thurs, Ctfa And Cws is based in Wausau, Wisconsin, United States while working with Legacy Private Trust Company.

What companies has Candy H. Thurs, Ctfa And Cws worked for?

Candy H. Thurs, Ctfa And Cws has worked for Legacy Private Trust Company, Bmo Wealth Management - U.S., Associated Bank, Target, and Walmart.

Who are Candy H. Thurs, Ctfa And Cws's colleagues at Legacy Private Trust Company?

Candy H. Thurs, Ctfa And Cws's colleagues at Legacy Private Trust Company include Laurene Brooks, Emily Kling, Eric Jovanovich, Marta Gray O'Brien, and Greg Hansen, Cfa.

How can I contact Candy H. Thurs, Ctfa And Cws?

You can use AeroLeads to view verified contact signals for Candy H. Thurs, Ctfa And Cws at Legacy Private Trust Company, including work email, phone, and LinkedIn data when available.

What schools did Candy H. Thurs, Ctfa And Cws attend?

Candy H. Thurs, Ctfa And Cws holds Bachelor'S Degree, Business Administration - Economics from Auburn University.

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