Roberta Cornelius Email & Phone Number
Vice President and Senior Trust Officer @ First Citizens Bank (FCB)
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Roberta Cornelius Location
- Mason City, IA, US
Roberta Cornelius Work
- 2018 -now Vice President and Senior Trust Officer @
- 2018 -now Vice President and Senior Trust Officer @
- 1997 -2018 VP and Trust Officer @
- 1980 -1997 Paralegal @
Roberta Cornelius Education
- National Association of Paralegals
Certified Paralegal (Legal Assistant/Paralegal)
1991-2017 - Cannon Trust School
CTFA (Certified Trust and Financial Advisor) (Trusts and Estates)
2001-2003 - NIACC
A (Business/Finance)
Roberta Cornelius Skills
- Asset Management
- Estate Planning
- Wealth Management
- Retirement Planning
- Investments
- IRA's
- Trusts
- Trust Services
- Estate Administration
- Investment Advisory
- Wealth Transfer
- Trust Management
- IRAs
- Wealth Management Services
- Commercial Lending
- Estate Law
- Loans
- Fiduciary Services
- Commercial Banking
- Investment Management
- Consumer Lending
- High Net Worth Individuals
- Private Banking
- Wealth
- Asset Allocation
- Credit
- Banking
- Credit Analysis
- Uniform Combined State Law
- Estate Tax Planning
- Research
- Operational Risk
- Leadership
- Team Building
- Sales
- Strategy
- DES
- Marketing
Roberta Cornelius Summary
- Roberta Cornelius, based in Mason City, IA, US, is currently a Vice President and Senior Trust Officer at First Citizens Bank (FCB). Roberta Cornelius brings experience from previous roles at First Citizens Bank (FCB) and Schroeder & Anderson. Roberta Cornelius holds a 1991 - 2017 Certified Paralegal in Legal Assistant/Paralegal @ National Association of Paralegals. With a robust skill set that includes Asset Management, Estate Planning, Wealth Management, Retirement Planning, Investments and more. Roberta Cornelius has 1 emails and 1 mobile phone numbers on RocketReach.
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