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Cfp Dawn Handler
Cfp Dawn Handler
Vice President, Senior Fiduciary Officer | Members Trust Company
Denver, Colorado, United States
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.
Cfp Dawn Handler
Work Experience
Vice President, Senior Fiduciary Officer at
Members Trust Company
January 2019 - Present
Vice President, Trust & Estate Advisor at
Comerica Incorporated
August 2008 - August 2018
Trust and Investment Advisor at
TBK Bank, SSB
October 2007 - August 2008
Retirement Plan Consultant at
Charles Schwab
March 2005 - October 2007
Pension Plan Administrator at
City of Westminster
May 2004 - March 2005
Senior Trust Officer at
Citizens Bankshares, Inc
March 1993 - May 2004
Vice President, Senior Fiduciary Officer at
Present
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
************@memberstrust.com
Colleagues
Chief Fiduciary & Planning Officer
Senior Vice President, Senior Fiduciary Officer and Fiduciary Counsel
Senior Vice President, Trust Operations & Client Success
Executive Vice President, Chief Administrative Officer, General Counsel
VP, Senior Investment Officer
Vice President/Trust Officer
SVP, Managing Director of Investments
Vice President, Wealth Development Advisor
Chief Fiduciary Officer
Chief People Officer