Tiffany Terrell

Tiffany Terrell Email and Phone Number

Assistant Vice President/Personal Trust Officer II at Exchange Bank @ Exchange Bank
santa rosa, california, united states
Tiffany Terrell's Location
Greater Sacramento, United States
Tiffany Terrell's Contact Details

Tiffany Terrell personal email

n/a
About Tiffany Terrell

Perform and oversee administration of all types of fiduciary accounts. Assist in providing the legal services necessary to fulfill the company’s duties as trustee. Identify and pursue new business opportunities. Speciality is Trust Administration for Special Needs and Settlement Trusts. I enjoy using networking skills to seek out relationships ensuring continued positive growth.I bring a confident attitude to our organization to grow our reputation as a leader in a full range of services to meet the investment and trust requirements of our clients.Leader of the Special Needs Trust Study Group for the Greater part of Sacramento. Serving on the Board of the South Placer Estate Planning Council as the Vice President of Membership. Board Member of the Sacramento Estate Planning Council.

Tiffany Terrell's Current Company Details
Exchange Bank

Exchange Bank

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Assistant Vice President/Personal Trust Officer II at Exchange Bank
santa rosa, california, united states
Website:
exchangebank.com
Employees:
468
Tiffany Terrell Work Experience Details
  • Exchange Bank
    Assistant Vice President/Personal Trust Officer Ii
    Exchange Bank Jul 2019 - Present
    Roseville, Ca
    View
  • Westamerica Bank
    Assistant Vice President/Trust Officer
    Westamerica Bank Oct 2009 - Jul 2019
  • The Mechanics Bank
    Loan Documentation Specialist
    The Mechanics Bank Sep 2005 - Sep 2009
    View
  • The Mechanics Bank
    Trust Administrator
    The Mechanics Bank Mar 2001 - Sep 2005
    I worked in the Richmond and San Francisco Office.

Tiffany Terrell Skills

Banking Mortgage Credit Investments Estate Planning Wealth Management Trust Services Portfolio Management Wealth Management Services Financial Services Trust Management Commercial Lending Estate Administration Trusts Commercial Banking Loans Investment Management

Tiffany Terrell Education Details

  • Cannon Financial
    Cannon Financial
    Trust & Estate Planning

Frequently Asked Questions about Tiffany Terrell

What company does Tiffany Terrell work for?

Tiffany Terrell works for Exchange Bank

What is Tiffany Terrell's role at the current company?

Tiffany Terrell's current role is Assistant Vice President/Personal Trust Officer II at Exchange Bank.

What is Tiffany Terrell's email address?

Tiffany Terrell's email address is ti****@****ica.com

What schools did Tiffany Terrell attend?

Tiffany Terrell attended Cannon Financial.

What skills is Tiffany Terrell known for?

Tiffany Terrell has skills like Banking, Mortgage, Credit, Investments, Estate Planning, Wealth Management, Trust Services, Portfolio Management, Wealth Management Services, Financial Services, Trust Management, Commercial Lending.

Who are Tiffany Terrell's colleagues?

Tiffany Terrell's colleagues are Mark Decker, Jose Garcia, Haley Vasquez, Dana O'halloran, Sue Maddigan, Charles Walker, Sara Kelley.

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