Lilly Ambriz Email & Phone Number
Vice President, IRA Administrator @ Austin Trust Company
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Lilly Ambriz Location
- Austin, TX, US
Lilly Ambriz Work
- Vice President, IRA Administrator @ (September 2024 - Present)
- Vice President @ (September 2024 - Present)
- Vice President Financial Services @ (September 2024 - October 2024)
- Senior Associate Wealth Strategist and Marketing Associate @ (March 2022 - October 2024)
- Personal Senior Trust Administrator I @ (March 2016 - March 2022)
- Personal Trust Relationship Account Manager @ (January 2005 - February 2016)
- Senior Personal Fiduciary Associate @ (January 2004 - January 2005)
- Senior Personal Fiduciary Technical Reviewer, Account Administration Setup Services Team @ (January 2001 - January 2003)
- Senior Personal Fiduciary Associate, Account Administration Setup Services Team @ (January 2000 - January 2001)
Lilly Ambriz Education
- American Bankers Association National Trust School
(Trust Administration)
2019-2020 - Cannon Financial Institute
(Trust Administration)
2019-2020 - DePaul University
Bachelor’s Degree (Bachelor of Arts in Business Administration)
1997-2003 - Robert Morris University - Illinois
Associate’s Degree (Associates Degree in Business Administration)
1990-1992
Lilly Ambriz Skills
- Wealth Management
- Investments
- Financial Services
- Personal Financial Planning
- Trust Services
- Financial Analysis
- Banking
Lilly Ambriz Summary
- Lilly Ambriz, based in Austin, TX, US, is currently a Vice President, IRA Administrator at Austin Trust Company. Lilly Ambriz brings experience from previous roles at Austin Trust Company, Northern Trust Wealth Management and BMO Wealth Management - U.S.. Lilly Ambriz holds a 2019 - 2020 American Bankers Association National Trust School. With a robust skill set that includes Wealth Management, Investments, Financial Services, Personal Financial Planning, Trust Services and more. Lilly Ambriz has 1 emails and 2 mobile phone numbers on RocketReach.
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Lilly Ambriz
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