Lisa Sullivan Email & Phone Number
V.P. Sr. Trust Officer and Chief Trust Operations Officer @ TrustBank Wealth Management
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Lisa Sullivan Location
- Phoenix, AZ, US
Lisa Sullivan Work
- 2020 -now V.P. Sr. Trust Officer and Chief Trust Operations Officer @
- 2018 -2020 Vice President and Senior Trust Officer @
- 2005 -2018 Vice President and Wealth Advisor @
- 1995 -2005 Vice President and Operations Officer @
- 1987 -1995 Personal Banker Specialist @ Bank One Arizona & Valley National Bank
Lisa Sullivan Education
- Denison
Bachelor of Arts (Economics)
1981-1985 - Hathaway Brown School 1977-1981
Lisa Sullivan Skills
- Wealth Management
- IRA's
- Trust Services
- Mutual Funds
- Asset Allocation
- Investment Management
- Loans
- Wealth
- IRAs
- Retirement
- Estate Planning
- Trusts
- Wealth Management Services
- Portfolio Management
- Retirement Planning
- Strategic Financial Planning
- Banking
- Financial Planning
- Investments
- Credit
- Microsoft Office
- Financial Services
- Derivatives
- Microsoft Excel
- Leadership
- Sales
- Strategic Planning
- Risk Management
- Fixed Income
- Strategic Financial
- Services
Lisa Sullivan Summary
- Lisa Sullivan, based in Phoenix, AZ, US, is currently a V.P. Sr. Trust Officer and Chief Trust Operations Officer at TrustBank Wealth Management. Lisa Sullivan brings experience from previous roles at TrustBank, Arizona Bank & Trust and Bank One Arizona & Valley National Bank. Lisa Sullivan holds a 1981 - 1985 Bachelor of Arts in Economics @ Denison. With a robust skill set that includes Wealth Management, IRA's, Trust Services, Mutual Funds, Asset Allocation and more. Lisa Sullivan has 4 emails and 7 mobile phone numbers on RocketReach.
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