Senior Vice President - Family Office Private Client Advisor
Current
Commerce Trust Company
I serve as a senior consultant and relationship manager providing clients with personalized objective advice and oversight across all of our services, including trust administration, financial advisory services, private banking, and investment management. I facilitate all aspects of relationship management of the client team, including administering complex trusts, maintaining client communication, and coordinating with internal and external partners to deliver a superior client experience.
Aug 2009 - Present
