Page 4 - Client Advisor News Today

RENO, NV / ACCESSWIRE / April 7, 2022 / Whittier Trust Company promotes Robert LeBeau, J.D. to serve as Senior Vice President, Client Advisor in Whittier Trust's Reno office.Robert provides financial and

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Investegate announcements from Banque Heritage, New Services for Fund Representation, Paying Agent and Advisory Services on Fund Distribution

During the height of the pandemic in 2020, organisations intuitively weathered the uncertainty, breaking free from traditional approaches to business operation, including for business development and marketing...

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Clearwater Analytics' 2021 Insurance Investment Survey Report reveals insurers are shifting into non-traditional assets, recruiting external managers, and deploying cloud-based reporting platforms BOISE

May 2021 Adults events at Somers Library @Somers_Library

SEATTLE, WA / ACCESSWIRE / May 12, 2021 / The Whittier Trust Company of Nevada is excited to welcome our latest new hire, Heidi Bitterman, as a Vice President and Client Advisor of Whittier Trust's Seattle and Portland offices.Prior to joining Whittier Trust, Heidi worked as the Market Director in the Estate Settlement Department of Bank of America, in which she was responsible for managing and conducting all estate settlements on the West Coast.

(1) SEATTLE, WA / ACCESSWIRE / May 12, 2021 / The Whittier Trust Company of Nevada is excited to welcome our latest new hire, Heidi Bitterman, as a Vice President and Client Advisor of Whittier Trusts Seattle and Portland offices. Prior to joining Whittier Trust, Heidi worked as the Market Director in the Estate Settlement Department of Bank of America, in which she was responsible for managing and conducting all estate settlements on the West Coast. Ms. Bitterman has been a part of the estate ...

Debra Hayes Debra Hayes has been named divisional vice president and trust officer of Northwest Bank. Nathan Weaver, CFP, CTFA, Divisional Vice President, Manager of Personal Trust Administration, made the announcement. As trust officer, Hayes will be responsible for the administration of trusts, investment management accounts, IRAs, estates, guardianships and custodial accounts. She will assist customers with their finances, review their portfolios, provide financial education and recognize tr...