Our People
Personal Trust Middle Office Operations liaison between trust administration and trust operations, supervising the onboarding of new assets and reconciliation of assets custodied outside of Midwest Trust
Responsible for various management reporting and audit compliance working directly with the president and audit chairperson
Joined Midwest Trust in 2010 after nine years at State Street Bank and Trust
Over 15 years of experience in the financial industry primarily in trust and investment management services
BS in Management Accounting, Park University
