2023 -2025 Senior Trust Administrator, Vice President @
2021 -2023 Senior Fiduciary Officer, Vice President @
2013 -2018 Trust Administrator @
2016 -2018 Management Training Program Graduate @
2012 -2012 Summer Analyst @
2011 -2011 Summer Analyst @
2010 -2010 Camp Counselor and Lifeguard @ Caraway Conference Center and Camp
John . Education
Campbell University, Lundy-Fetterman School of Business
MBA, Bachelor of Business Administration (BBA) (Trust and Wealth Management, Minor in Financial Planning)
2008-2013
John . Summary
John ., based in Thornton, CO, US, is currently a Trust Officer at Trail Ridge Wealth Management. John . brings experience from previous roles at East Ave. Barbell, BMO Wealth Management - U.S., Bank of the West and Manning & Napier Advisors. John . holds a 2008 - 2013 MBA, Bachelor of Business Administration (BBA) in Trust and Wealth Management, Minor in Financial Planning @ Campbell University, Lundy-Fetterman School of Business. John . has 1 emails on RocketReach.
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