Debra Reed

Debra Reed Email and Phone Number

VP and Trust Officer @ San Mateo, CA, US
San Mateo, CA, US
Debra Reed's Location
San Mateo, California, United States, United States
Debra Reed's Contact Details

Debra Reed work email

Debra Reed personal email

n/a

Debra Reed phone numbers

About Debra Reed

Estates & Trusts Paralegal, Institute for Paralegal Training, Philadelphia, PACertified Financial Planner

Debra Reed's Current Company Details
Boston Private Bank & Trust Company (formerly Borel)

Boston Private Bank & Trust Company (Formerly Borel)

VP and Trust Officer
San Mateo, CA, US
Debra Reed Work Experience Details
  • Boston Private Bank & Trust Company (Formerly Borel)
    Vp And Trust Officer
    Boston Private Bank & Trust Company (Formerly Borel)
    San Mateo, Ca, Us
  • Boston Private Bank & Trust Company (Formerly Borel)
    Vp & Trust Officer
    Boston Private Bank & Trust Company (Formerly Borel) Sep 2007 - Present
    San Mateo & Palo Alto
    Trust Officer handling employee benefit accounts, IRAs, Escrows and Trusts.
  • Greater Bay Trust Company
    Vp & Trust Officer
    Greater Bay Trust Company Apr 1994 - Aug 2007
    Handled indemnification escrows & paying agencies. Also employee benefits trust officer.
  • Bank Of The West
    Vp & Trust Officer
    Bank Of The West 1976 - Apr 1994
    Employee Benefits Trust Officer. Administered prototype 401k plan; prepared allocations, 5500 forms, Summary Plan Description, Summary Annual Report, gave employee meetings. Some marketing.
    View

Debra Reed Skills

Trust Services Trusts Estate Planning Private Banking Wealth Management Estate Administration Qualified Retirement Plans Trust Management Estate Tax Planning Risk Management Powers Of Attorney Escrows

Debra Reed Education Details

Frequently Asked Questions about Debra Reed

What company does Debra Reed work for?

Debra Reed works for Boston Private Bank & Trust Company (Formerly Borel)

What is Debra Reed's role at the current company?

Debra Reed's current role is VP and Trust Officer.

What is Debra Reed's email address?

Debra Reed's email address is dr****@****rel.com

What is Debra Reed's direct phone number?

Debra Reed's direct phone number is (650)-378*****

What schools did Debra Reed attend?

Debra Reed attended Institute For Paralegal Training, San Diego State University.

What skills is Debra Reed known for?

Debra Reed has skills like Trust Services, Trusts, Estate Planning, Private Banking, Wealth Management, Estate Administration, Qualified Retirement Plans, Trust Management, Estate Tax Planning, Risk Management, Powers Of Attorney, Escrows.

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