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@lptrust.com
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1 phone found area 920
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Suzanne Dennis is listed as Audit & Compliance Officer, C.T.F.A, C.S.O.P at Legacy Private Trust Company, a company with 29 employees, based in Neenah, Wisconsin, United States. AeroLeads shows a work email signal at lptrust.com, phone signal with area code 920, and a matched LinkedIn profile for Suzanne Dennis.
Suzanne Dennis previously worked as Audit and Compliance Officer at Legacy Private Trust Company and Client Service Associate at Jpmorgan Chase. Suzanne Dennis holds Trust School from Cannon Financial Institute.
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AeroLeads found 1 current-domain work email signal for Suzanne Dennis. Compare company email patterns before reaching out.
Over 30 years of experience in the financial industry, including expertise delivering service to high net worth Wealth Management clients. Certified Trust & Financial Advisor (C.T.F.A) designation October, 2020. Certified Securities Operations Professional (C.S.O.P.) designation July, 2016. TAC Secretary and ERM Secretary. Recognized strengths in policy and procedures, analytical thinking, problem solving, computers and deadlines. Strong communication skills when requiring interpretation, persuasion and discretion; handles highly confidential information. A well organized, customer focused, team player. Proficient in Microsoft Word and Excel.
Listed skills include Credit, Banking, Wealth Management, Financial Services, and 14 others.
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A career timeline built from the work history available for this profile.
Neenah, WI
Audit and Compliance Officer September 2020 to Present: Responsible for internal audits and working with the DFI for external audits. Assuring our company is 100% compliant in all regulations and laws. Helping the company minimize risks. Trust Operations Officer March 2011 - September 2020: Provided technical and operational support for administration.
Primary point of contact for service related needs of the client for all three lines of business: banking, investments and trust. Managed daily client transactions and inquiries including: account opening and funding, account maintenance, wire transfers, foreign currency, credit maintenance, loan processing, security transfers, account closing, charitable.
Private Banking Assistant: Assisted the Vice President of Private Banking. Primary point of contact for all service related client needs. Mortgage Loan Processor: Primary duties included processing, underwriting, and closing tasks required to manufacture a loan in compliance with company standards and best practices from point of application to closing..
Performed a wide variety of duties including: daily bank deposits, collections, loan processing, accounts payable, credit analysis, customer service, hiring and training new employees. Implemented training for computer system conversion for offices in Wisconsin and Northern Illinois.
Other employees you can reach at lptrust.com. View company contacts for 29 employees →
Nicholas Kewley
Colleague at Legacy Private Trust Company
Madison, Wisconsin, United States, United States
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Brenton Teeling
Colleague at Legacy Private Trust Company
Neenah, Wisconsin, United States, United States
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Fritz Merizon
Colleague at Legacy Private Trust Company
Neenah, Wisconsin, United States, United States
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Tammy Ross
Colleague at Legacy Private Trust Company
Neenah, Wisconsin, United States, United States
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Raw Gotti
Colleague at Legacy Private Trust Company
Houston, Texas, United States, United States
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Greg Hansen, Cfa
Colleague at Legacy Private Trust Company
Greater Milwaukee, United States
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Abigail Ziegler
Colleague at Legacy Private Trust Company
Greenville, Wisconsin, United States, United States
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Judith Chale
Colleague at Legacy Private Trust Company
Dar es-Salaam, Dar Es Salaam, Tanzania, Tanzania, United Republic Of
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Nick Carver, Cfa
Colleague at Legacy Private Trust Company
Milwaukee, Wisconsin, United States, United States
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Michael Mahlik
Colleague at Legacy Private Trust Company
Neenah, Wisconsin, United States, United States
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Quick answers generated from the profile data available on this page.
Suzanne Dennis works for Legacy Private Trust Company.
Suzanne Dennis is listed as Audit & Compliance Officer, C.T.F.A, C.S.O.P at Legacy Private Trust Company.
AeroLeads has found 1 work email signal at @lptrust.com for Suzanne Dennis at Legacy Private Trust Company.
AeroLeads has found 1 phone signal(s) with area code 920 for Suzanne Dennis at Legacy Private Trust Company.
Suzanne Dennis is based in Neenah, Wisconsin, United States while working with Legacy Private Trust Company.
Suzanne Dennis has worked for Legacy Private Trust Company, Jpmorgan Chase, Wells Fargo, and Mercury Finance Company.
Suzanne Dennis's colleagues at Legacy Private Trust Company include Nicholas Kewley, Brenton Teeling, Fritz Merizon, Tammy Ross, and Raw Gotti.
You can use AeroLeads to view verified contact signals for Suzanne Dennis at Legacy Private Trust Company, including work email, phone, and LinkedIn data when available.
Suzanne Dennis holds Trust School from Cannon Financial Institute.
Suzanne Dennis is listed with skills including Credit, Banking, Wealth Management, Financial Services, Training, Investments, Crm, and Mortgage Lending.
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