Christopher J. Geiss

Christopher J. Geiss Email and Phone Number

Chief Fiduciary Officer at Western Reserve Trust Company 600 Superior Avenue East - Suite 1701, Cleveland, OH 44114 @ Western Reserve Trust Company
cleveland, ohio, united states
Christopher J. Geiss's Location
Cleveland, Ohio, United States, United States
Christopher J. Geiss's Contact Details

Christopher J. Geiss work email

Christopher J. Geiss personal email

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Christopher J. Geiss phone numbers

About Christopher J. Geiss

Western Reserve Trust Company is an independent, Ohio chartered non-depository bank that will provide administrative fiduciary services and family office services to affluent individuals and families. It is headquartered in Cleveland, Ohio,Expertise in Trust Administration, Fiduciary Compliance, Wealth Management, and Fiduciary Risk Management.Specialties: Trust Administration and Fiduciary Risk Management. Estate, Income, Gift, Generation Skipping Transfer Tax planning.

Christopher J. Geiss's Current Company Details
Western Reserve Trust Company

Western Reserve Trust Company

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Chief Fiduciary Officer at Western Reserve Trust Company 600 Superior Avenue East - Suite 1701, Cleveland, OH 44114
cleveland, ohio, united states
Website:
westernreservetrustcompany.com
Employees:
8
Christopher J. Geiss Work Experience Details
  • Western Reserve Trust Company
    Chief Fiduciary Officer
    Western Reserve Trust Company Mar 2019 - Present
    Cleveland/Akron, Ohio Area
    Western Reserve Trust Company is an independent, Ohio chartered non-depository bank that will provide administrative fiduciary services and family office services to affluent individuals and families. It is headquartered in Cleveland, Ohio
    View
  • Pnc
    Vice President And Sr. Relationship Strategist
    Pnc Apr 1993 - Mar 2019
    Cleveland, Ohio
    Working with high net worth individuals on the management of their personal assets and with their personal financial planning needs. Responsible for the ongoing relationship management of existing clients by working with their children, grandchildren, and their external legal and tax advisors. Responsible for finding new clients. Oversee the investment management, banking, wealth strategy, and fiduciary officer's working on each relationship.
    View
  • National City Bank
    Vice President And Trust Officer
    National City Bank Apr 1993 - Jan 2002
    Fiduciary and Trust Administration. Working with beneficiaries of trusts set up for their lifetime benefit. Assistance with personal financial, estate and income tax planning.
    View

Christopher J. Geiss Skills

Wealth Management Estate Planning High Net Worth Individuals Wealth Retirement Banking Financial Planning Investment Management Trusts Asset Management Income Investments Portfolio Management Finance Retirement Planning Asset Allocation Gifts Mergers And Acquisitions Credit Financial Advisory

Christopher J. Geiss Education Details

Frequently Asked Questions about Christopher J. Geiss

What company does Christopher J. Geiss work for?

Christopher J. Geiss works for Western Reserve Trust Company

What is Christopher J. Geiss's role at the current company?

Christopher J. Geiss's current role is Chief Fiduciary Officer at Western Reserve Trust Company 600 Superior Avenue East - Suite 1701, Cleveland, OH 44114.

What is Christopher J. Geiss's email address?

Christopher J. Geiss's email address is ch****@****pnc.com

What is Christopher J. Geiss's direct phone number?

Christopher J. Geiss's direct phone number is +121653*****

What schools did Christopher J. Geiss attend?

Christopher J. Geiss attended Cleveland State University.

What are some of Christopher J. Geiss's interests?

Christopher J. Geiss has interest in Photography, Camping, Boating/fishing, Woodworking.

What skills is Christopher J. Geiss known for?

Christopher J. Geiss has skills like Wealth Management, Estate Planning, High Net Worth Individuals, Wealth, Retirement, Banking, Financial Planning, Investment Management, Trusts, Asset Management, Income, Investments.

Who are Christopher J. Geiss's colleagues?

Christopher J. Geiss's colleagues are Robert O., Makayla Brown, Matt Moore, David Woodburn, Joseph M. Ferraro, Kristy Paduch.

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