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Greg Kummer, Mcit is listed as Trinity Fiduciary Services at Trinity Fiduciary Services, based in Wayzata, Minnesota, United States. AeroLeads shows a matched LinkedIn profile for Greg Kummer, Mcit.
Greg Kummer, Mcit previously worked as Owner at Trinity Fiduciary Services and Head of Wealth Management at First Premier Bank/Premier Bankcard. Greg Kummer, Mcit holds Ctfa, Trust And Estates from Institute Of Certified Bankers.
We do wealth management and transfer for the affluent. My sub-specialties are trusts and estates with real estate, businesses and contested cases.
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Wayzata, Minnesota, United States
Using my 30 years of fiduciary experience to help individuals and families with their trust and estate management needs. I also specialize in business and real estate sales.
Greater Sioux Falls Area
Overall responsibility, leadership and growth of First Premier banks wealth management team including private banking, trust, investment management and employee benefits.
Greater Minneapolis-St. Paul Area
Responsible for leading strategic planning and budgeting. Lead new business growth throughout territory. Develop and grow team and revenue in bank based financial services environment. Create and market brand and vision with team, bank and centers of influence. Manage staff of twelve day to day including training and development.
Head of trust department for local and surrounding markets. Responsible for direct supervision of three and oversee development of team of 22. Increased new business throughout mid-state region. Develop and implement strategic plan.
Hired as co-manager for the department. Groomed as successor to the Department Manager/Senior Trust Officer. Supervise a staff of 6. Responsible for complete oversight and administration of trusts, taxable and non-taxable estates, conservatorships, IRAs and investment management portfolios.
Hired in this new area to develop an asset management system to improve the previous audit concerns. In one year I was able to improve the audit score from a four (unacceptable) to a two (above average). Completely over saw, developed and managed trust and estate real estate, mineral interest and loan portfolios.
Certified Trust and Financial Advisor (CTFA). *Series Seven Registered Representative - previously held. *Series Sixty Six Registered.
Activities and Societies: Acacia Fraternity- President
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Greg Kummer, Mcit works for Trinity Fiduciary Services.
Greg Kummer, Mcit is listed as Trinity Fiduciary Services at Trinity Fiduciary Services.
Greg Kummer, Mcit is based in Wayzata, Minnesota, United States while working with Trinity Fiduciary Services.
Greg Kummer, Mcit has worked for Trinity Fiduciary Services, First Premier Bank/Premier Bankcard, Security Bank & Trust Co., Wells Fargo Bank, and Security Bank & Trust Company.
You can use AeroLeads to view verified contact signals for Greg Kummer, Mcit at Trinity Fiduciary Services, including work email, phone, and LinkedIn data when available.
Greg Kummer, Mcit holds Ctfa, Trust And Estates from Institute Of Certified Bankers.
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