Carrie Stanton Email & Phone Number
Senior Vice President and Senior Fiduciary Officer @ Northern Trust Corporation
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Carrie Stanton Location
- Chicago, IL, US
Carrie Stanton Work
- 2023 -now Senior Vice President and Senior Fiduciary Officer @
- 2018 -2023 Senior Vice President and Senior Trust Advisor @
- 2016 -2018 Senior Vice President and Estate Settlement Tax Manager @
- 2008 -2016 Vice President and Senior Trust Advisor @
- 2007 -2008 Tax Manager @
- 1998 -2007 Second Vice President @
- 1996 -1998 Staff Accountant @ Whitlock and Associates
Carrie Stanton Education
- Columbia University School of Professional Studies
CFP Board Financial Planning Teaching Seminar
2020-2020 - Washington University in St. Louis School of Law
Master of Legal Studies
2015-2017 - Northwestern University
School of Continuing Studies (Certified Financial Planner Certification Education Program)
2012-2013 - ABA National Trust School 2005-2005
- Northern Illinois University
Bachelor’s Degree (Accountancy)
1994-1996 - University of Iowa 1992-1994
- Naperville North High School
High School
Carrie Stanton Skills
- Fiduciary Management
- Estate Planning
- Estate Tax Planning
- Gift Tax
- Financial Planning
- Wealth Management
- Trust Management
- Tax
- Fiduciary
- Wealth Management Services
- Charitable Trusts
- Personal Finance
- Income Tax
- Trust Services
- Alternative Investments
- Investments
- Trusts
- High Net Worth Individuals
- Securities
- Strategic Financial Planning
- Investment Advisory
- Investment Management
- Retirement Planning
- Asset Allocation
- Leadership
- Public Speaking
- Sales
- Settlement
- Strategic Planning
- Strategy
- Marketing
- Management
- Returns
- Consulting
- Accounting Issues
- Expenses
- Finance
- Construction
- Real Estate
- Transaction Processing
- Contractors
- CRM
- Auditing
- PowerPoint
- Attorneys
- Accounting
- Personal Trust
- Distribution Strategies
- Seminars
- Valuation
- Portfolio Management
- Picking
- Cell
- Corporations
- Microsoft Excel
- Property
- Policy
- Tax Issues
- Calculations
- Documentation
- American
- Estate Law
- Chicago
- Partnerships
- Advertising Agency
- Estate Administration
- CPA
- Omega
- Yahoo
- Trucking
- Retail
- Schedules
- New Clients
- Shops
- Depreciation
- USA PATRIOT Act
- Income
- Nature
- Responsibility
- Council
- Distribution
- Trust
- IRS
- Reviews
- Taxations
- Explore
- Software
- Mutual Funds
- Trustees
- Microsoft Word
- Cash
- Asset
- Setups
- Accounting Applications
- Financial Transactions
- Problem Solving
- Account Administration
- Tax Returns
- Coordinated
Carrie Stanton Summary
- Carrie Stanton, based in Chicago, IL, US, is currently a Senior Vice President and Senior Fiduciary Officer at Northern Trust Corporation. Carrie Stanton brings experience from previous roles at Northern Trust Corporation and Crowe Horwath LLP. Carrie Stanton holds a 2020 - 2020 CFP Board Financial Planning Teaching Seminar @ Columbia University School of Professional Studies. With a robust skill set that includes Fiduciary Management, Estate Planning, Estate Tax Planning, Gift Tax, Financial Planning and more. Carrie Stanton has 2 emails and 3 mobile phone numbers on RocketReach.
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