Chad Legate Email & Phone Number
SVP, Trust Officer and Relationship Manager @ Washington Trust Bank
5 free lookup(s).
Chad Legate Location
- Spokane, WA, US
Chad Legate Work
- 2020 - now SVP, Trust Officer and Relationship Manager @
- 1993 - now Vice President and Senior Trust Officer @
Chad Legate Education
- American Bankers Association - Institute of Certified Bankers
CTFA (Certified Trust and Financial Advisor)
1995 - 1997 - Cannon Financial Institute
N/A (Fiduciary Tax)
1995 - 1997 - Eastern Washington University
BA (Business Management, Finance)
1990 - 1994
Chad Legate Skills
- Estate Planning
- Investments
- Tax
- Wealth Management
- Investment Management
- Asset Allocation
- Cash Management
- 401k
- Investment Strategies
- Wills
- Due Diligence
- Fixed Income
- Charitable Trusts
- Trusts
- Trust Services
- Wealth Management Services
- Real Estate
- High Net Worth Individuals
- Estate Administration
- Strategic Financial Planning
- IRAs
- Private Equity
- Equities
- Estate Tax Planning
- Alternative Investments
- Portfolio Management
- Private Banking
- Financial Advisory
- Retirement Planning
- Securities
- Commercial Lending
Chad Legate Summary
- Chad Legate, based in Spokane, WA, US, is currently a SVP, Trust Officer and Relationship Manager at Washington Trust Bank. Chad Legate brings experience from previous roles at Washington Trust Bank. Chad Legate holds a 1995 - 1997 CTFA in Certified Trust and Financial Advisor @ American Bankers Association - Institute of Certified Bankers. With a robust skill set that includes Estate Planning, Investments, Tax, Wealth Management, Investment Management and more. Chad Legate has 1 emails and 1 mobile phone numbers on RocketReach.
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