Katherine Habermeyer
Fähigkeiten und Kenntnisse
Werdegang
Berufserfahrung von Katherine Habermeyer
- 3 years and 10 months, Jun 2005 - Mar 2009
Vice President and Senior Trust Officer
US Trust at Bank of America
Managed and administered a $370 million dollar book of trust, custody, IRA and investment management accounts. Was responsible for the review and analysis of legal and financial documents. Financial planning, cultivation and expansion of customer relationships. Assured client satisfaction, cross sold to other areas of the bank, monitored risk management, legal and compliance issues. Emphasis was on client retention and multi-generational solutions for clients and their families for the Global Wealth and
- 10 years and 9 months, Oct 1994 - Jun 2005
Vice President and Trust Administrator
SunTrust Bank
Managed and administered a $180 million dollar book of trust, custody, IRA and investment management accounts. Was responsible for the review and analysis of legal documents. Cultivation and expansion of customer relationships. Assured client satisfaction, cross sold bank products, monitored risk management, legal and compliance issues.
Ausbildung von Katherine Habermeyer
- 1990 - 1993
Double Major: Marketing and Management
Florida International University
Sprachen
English
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