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Cfp Dawn Handler

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Cfp Dawn Handler

Vice President, Senior Fiduciary Officer | Members Trust Company

Denver, Colorado, United States

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Cfp Dawn Handler

Summary

Dawn Handler is a seasoned professional in the Financial Services industry, currently serving as the Vice President and Senior Fiduciary Officer at Members Trust. With a focus on fiduciary responsibilities, she brings a wealth of knowledge and expertise to her role. Dawn has demonstrated a commitment to ethical practices and client-centered service in her career. Although her educational background is not listed, her current position suggests a strong foundation in finance or related fields. She is likely to be engaged in ongoing professional development, given the dynamic nature of the financial sector. Dawn's leadership role indicates a capacity for influence and decision-making, essential for navigating complex client needs. Her experience positions her well to adapt to new challenges in the industry, particularly in areas like compliance and risk management. Dawn's contributions may go beyond her official title, reflecting a dedication to improving fiduciary practices within her organization.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Organisational experience

Corporate Experience

Cfp Dawn Handler

Work Experience

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Vice President, Senior Fiduciary Officer at

Members Trust Company

January 2019 - Present

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Vice President, Trust & Estate Advisor at

Comerica Incorporated

August 2008 - August 2018

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Trust and Investment Advisor at

TBK Bank, SSB

October 2007 - August 2008

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Retirement Plan Consultant at

Charles Schwab

March 2005 - October 2007

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Pension Plan Administrator at

City of Westminster

May 2004 - March 2005

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Senior Trust Officer at

Citizens Bankshares, Inc

March 1993 - May 2004

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Vice President, Senior Fiduciary Officer at

Present

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Cfp Dawn Handler

Education

Fort Lewis College, Bachelor Of Arts (B.A.)

January 1987 - January 1992

Frequently Asked Questions about Cfp Dawn Handler

What is Cfp Dawn Handler email address?

Cfp Dawn Handler's primary email address is ************@memberstrust.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Dawn Handler work for?

Cfp Dawn Handler is a Vice President, Senior Fiduciary Officer at Members Trust Company, a company specializing in Other Financial Investment Activities.

Where Cfp Dawn Handler graduated from?

Cfp Dawn Handler holds a degree in English/Communications from Fort Lewis College.

How can I directly contact Cfp Dawn Handler?

To contact Cfp Dawn Handler directly, you can use the email address ************@memberstrust.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Dawn Handler?

Dawn Handler is a seasoned professional in the Financial Services industry, currently serving as the Vice President and Senior Fiduciary Officer at Members Trust. With a focus on fiduciary responsibilities, she brings a wealth of knowledge and expertise to her role. Dawn has demonstrated a commitment to ethical practices and client-centered service in her career. Although her educational background is not listed, her current position suggests a strong foundation in finance or related fields. She is likely to be engaged in ongoing professional development, given the dynamic nature of the financial sector. Dawn's leadership role indicates a capacity for influence and decision-making, essential for navigating complex client needs. Her experience positions her well to adapt to new challenges in the industry, particularly in areas like compliance and risk management. Dawn's contributions may go beyond her official title, reflecting a dedication to improving fiduciary practices within her organization.

Cfp`s contact details

mail

************@memberstrust.com

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