Erin Markham Email & Phone Number
Principal and Chief Visionary Officer @ Markham Advisory & Independent Fiduciary Services
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Erin Markham Location
- Wilmington, DE, US
Erin Markham Work
- 2026 -now Principal and Chief Visionary Officer @
- 2022 -2026 Executive Director and Vice President - Team Manager, and Senior Trust Officer and Wealth Strategist @
- 2017 -2022 Vice President, Senior Advisor and Head of DE Trust Company @
- 2015 -2017 Vice President, Senior Trust Advisor @
- 2011 -2015 Assistant Vice President, Fiduciary Advisor @
- 2009 -2011 Trust Advisor @
- 2006 -2009 Private Client Trust Associate @
- 2002 -2006 Personal Financial Services and Corporate Trust Tax and Compliance @
Erin Markham Education
- Wilmington University
Bachelor's Degree (Finance)
- The American College of Financial Services
(Advanced Estate Planning)
- Cannon Financial Institute
(Personal Trust)
Erin Markham Skills
- Wealth Preservation Planning
- Wealth Management
- Trust Management
- Personal Trust Administration
- Trust Services
- Charitable Trusts
- High Net Worth Individuals
- Financial Services
- Risk Management
- Estate Planning
- Wealth Management Services
- Banking
- Wealth
- Investment Advisory
- Asset Allocation
- Investment Management
- Financial Advisory
- Finance
- Portfolio Management
- Business Development
- Education
- Sales
Erin Markham Summary
- Erin Markham, based in Wilmington, DE, US, is currently a Principal and Chief Visionary Officer at Markham Advisory & Independent Fiduciary Services. Erin Markham brings experience from previous roles at Goldman Sachs, Chilton Trust, Comerica Bank & Trust, N.A. and Wilmington Trust. Erin Markham holds a Bachelor's Degree in Finance @ Wilmington University. With a robust skill set that includes Wealth Preservation Planning, Wealth Management, Trust Management, Personal Trust Administration, Trust Services and more. Erin Markham has 2 emails and 1 mobile phone numbers on RocketReach.
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