Cannon Trust School & American Bankers Association
Certified Trust & Financial Advisor (CTFA) (Fiduciary and Trust Activities; Financial Planning; Tax Law and Planning; Investment Management)
Wheaton College (MA)
Bachelor's degree (History)
Boston University
CFP Certificate Program (Certified Financial Planning)
Audrey Klein-Leach's Skills
Organizational
Nonprofits
Customer Service
Fundraising
Leadership
Training
Microsoft Word
Organization Skills
Research
Program Development
Audrey Klein-Leach's Summary
Audrey Klein-Leach, based in Camden, ME, US, is currently a Senior Vice President, Senior Trust Officer, Relationship Manager at Camden National Bank, bringing experience from previous roles at Camden National Bank, Columbia Trust Company, Oregon State University Foundation and Worcester Polytechnic Institute. Audrey Klein-Leach holds a Masters in Theological and Ministerial Studies @ Yale University. With a robust skill set that includes Organizational, Nonprofits, Customer Service, Fundraising, Leadership and more, Audrey Klein-Leach contributes valuable insights to the industry. Audrey Klein-Leach has 6 emails and 1 mobile phone number on RocketReach.