With over 25 years of dedication in the financial sector, my expertise lies in fiduciary tax management and trust account supervision, currently serving at Bremer Bank. My mission aligns with delivering precise and reliable tax solutions for investment and trust accounts. I obtained my CTFA certification in 2003 and my CIS designation in 2024. The values of integrity, accuracy, and continuous improvement guide my professional journey, ensuring our team's practices resonate with the bank's esteemed culture.My role at Bremer Bank encompasses managing tax processing within an outsourced environment. My strength is in process efficiency and I have been a part of several conversions. Skills in problem-solving, public speaking, and data analysis have been pivotal in navigating the complexities of tax regulations.
Listed skills include Public Speaking.