Please complete the CAPTCHA to continue
@oakworthcapital.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Karen Protokowicz is listed as Detail-Oriented Admin Pro | Streamlining Operations & Supporting Senior Management with Precision & Professionalism | Expert in Client Success and Relationship Building | Detail-Oriented Documentation Specialist at Diversified Trust, a company with 104 employees, based in Nashville, Tennessee, United States. AeroLeads shows a work email signal at oakworthcapital.com and a matched LinkedIn profile for Karen Protokowicz.
Karen Protokowicz previously worked as Client Administrator at Diversified Trust and Wealth Management Client Support Specialist at Oakworth Capital Bank. Karen Protokowicz holds Bachelor Of Arts - Ba, Business Administration And Management, General from St. Andrews University.
This section adds company-level context without repeating Karen Protokowicz's masked contact details.
AeroLeads found 1 current-domain work email signal for Karen Protokowicz. Compare company email patterns before reaching out.
Karen Protokowicz is a Detail-Oriented Admin Pro | Streamlining Operations & Supporting Senior Management with Precision & Professionalism | Expert in Client Success and Relationship Building | Detail-Oriented Documentation Specialist at Diversified Trust. She possess expertise in customer service, management, microsoft office, microsoft excel, leadership and 1 more skills.
Listed skills include Customer Service, Management, Microsoft Office, Microsoft Excel, and 2 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Nashville, Tennessee, United States
About Diversified Trust: Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $10 billion of client assets under management. Diversified Trust was founded in January, 1994 and has offices in Atlanta, Charleston, Greensboro, Memphis and Nashville. Our clients include individuals, multi-generational.
Brentwood, Tennessee, United States
Help business owners, successful professionals, corporate executives, and families free up time and mental energy needed to focus on what they enjoy most and do best so they can succeed in life and build wealth for generations. Focus on providing first class client experiences when opening investment management accounts, IRAs, and fiduciary trusts..
Nashville, Tennessee, United States
Focus on Middle Market Commercial Bank executive management addressing top-level, high-priority issues with professional administrative discretion. Proficient in complex calendar management, travel coordination, meeting logistics preparation. "Captain of the ship" office management. Expert end-to-end event management. Project management skills.
Florida, United States
Focus on Asset Wealth Management high net worth clients. Maintained entire on-boarding process including account opening, complete KYC reports, account funding, account maintenance, and a multitude of customer service points. Account types included individual, family, trust, corporate, Donor Advised, IRA, and international. High level of senior banking.
Delaware, United States
Focus on Asset Wealth Management high net worth private bank clients. Position included account opening, account funding, account maintenance, and a multitude of customer service points. Account types included individual, family, trust, corporate, Donor Advised, IRA, and international. High level of senior banking officer interaction.
Other employees you can reach at diversifiedtrust.com. View company contacts for 104 employees →
Meg Fortenberry
Colleague at Diversified TrustNashville Metropolitan Area, United States
View →
WT
Wynter Torres
Colleague at Diversified TrustMemphis, Tennessee, United States, United States
View →
AH
Alison Henneberger
Colleague at Diversified TrustMemphis, Tennessee, United States, United States
View →
JL
Jason Lioon, Cfa
Colleague at Diversified TrustAtlanta, Georgia, United States, United States
View →
LO
Lisa O'Connell, Ctfa, Cfp®
Colleague at Diversified TrustAtlanta, Georgia, United States, United States
View →
IF
Isabella Florescu
Colleague at Diversified TrustMemphis, Tennessee, United States, United States
View →
CR
Carol Reed
Colleague at Diversified TrustNashville, Tennessee, United States, United States
View →
MF
Mary Frances Callis, J.D., Cfp®
Colleague at Diversified TrustAtlanta, Georgia, United States, United States
View →
KB
Kate Bradley
Colleague at Diversified TrustMemphis, Tennessee, United States, United States
View →
JW
Jon Wright
Colleague at Diversified TrustMemphis, Tennessee, United States, United States
View →
Quick answers generated from the profile data available on this page.
Karen Protokowicz works for Diversified Trust.
Karen Protokowicz is listed as Detail-Oriented Admin Pro | Streamlining Operations & Supporting Senior Management with Precision & Professionalism | Expert in Client Success and Relationship Building | Detail-Oriented Documentation Specialist at Diversified Trust.
AeroLeads has found 1 work email signal at @oakworthcapital.com for Karen Protokowicz at Diversified Trust.
Karen Protokowicz is based in Nashville, Tennessee, United States while working with Diversified Trust.
Karen Protokowicz has worked for Diversified Trust, Oakworth Capital Bank, and Jpmorgan Chase Bank, N.A..
Karen Protokowicz's colleagues at Diversified Trust include Meg Fortenberry, Wynter Torres, Alison Henneberger, Jason Lioon, Cfa, and Lisa O'Connell, Ctfa, Cfp®.
You can use AeroLeads to view verified contact signals for Karen Protokowicz at Diversified Trust, including work email, phone, and LinkedIn data when available.
Karen Protokowicz holds Bachelor Of Arts - Ba, Business Administration And Management, General from St. Andrews University.
Karen Protokowicz is listed with skills including Customer Service, Management, Microsoft Office, Microsoft Excel, Leadership, and Microsoft Word.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts