Director of Personal Trust Services @ (November 2021 - December 2024)
Director of Fiduciary Administration Services, Vice President @ (September 2017 - November 2021)
Personal Trust Relationship Manager @ (October 2007 - September 2017)
Administrative Assistant @ (October 2004 - October 2007)
Personal Banker @ (October 2001 - October 2004)
Erica L. Education
University of Wisconsin-Whitewater
Bachelor of Business Administration (BBA) (Finance and Production and Operations Management)
1995-2000
Cannon Financial Institute
Leadership Menomonee Falls
Erica L. Skills
Banking
Commercial Banking
Consumer Lending
Credit
Customer Relations
Customer Service
Finance
Financial Analysis
Financial Planning
Financial Services
Investments
Loans
Management
Microsoft Office
Portfolio Management
Relationship Management
Retirement Planning
Risk Management
Wealth Management
Erica L. Summary
Erica L., based in Milwaukee, WI, US, is currently a Chief Fiduciary Officer at Capital First Trust Company. Erica L. brings experience from previous roles at Capital First Trust Company, BMO Wealth Management - U.S. and Associated Bank. Erica L. holds a 1995 - 2000 Bachelor of Business Administration (BBA) in Finance and Production and Operations Management @ University of Wisconsin-Whitewater. With a robust skill set that includes Banking, Commercial Banking, Consumer Lending, Credit, Customer Relations and more. Erica L. has 1 emails on RocketReach.
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