Directory
>
Kathleen Watkins Ctfa
Kathleen Watkins Ctfa
Vice President, Trust Advisor, Special Needs Solutions
Troy, Michigan, United States
Kathleen Watkins Ctfa
Summary
Kathleen Watkins is a seasoned Trust Advisor with over a decade of experience in the financial services sector, currently serving as Vice President at Comerica Bank. She specializes in Special Needs Trust administration, ensuring that individuals with special needs receive the financial support they require without jeopardizing their eligibility for essential public benefits. Kathleen's extensive background in asset management, financial analysis, and relationship management allows her to navigate complex financial landscapes effectively. She has a proven track record of working closely with clients, attorneys, and guardians, providing tailored solutions to meet their unique needs. Her commitment to seamless trust administration reflects her dedication to client advocacy and financial stewardship. Kathleen's strong analytical skills, coupled with her leadership experience, position her as a key player in her field. She is passionate about enhancing the quality of life for individuals with special needs through strategic financial planning and management.
Kathleen Watkins Ctfa
Work Experience
Vice President, Trust Advisor, Special Needs Solutions at
Comerica Incorporated
March 2022 - Present
Assistant Vice President, Trust Advisor at
Comerica Incorporated
July 2016 - Present
AVP, Trust Advisor, ILIT Unit Manager at
Comerica Incorporated
July 2014 - Present
Admistrative Assistant at
Comerica Incorporated
May 2010 - Present
Assistant Vice President, Trust Advisor at
Comerica Incorporated
November 2017 - April 2022
Investment Performance Analyst at
JPMORGAN ASSET MANAGEMENT INTERNATIONAL LIMITED
September 1988 - May 2009
Kathleen Watkins Ctfa
Education
Davenport University-Eastern Region, Bachelor Of Business Administration (B.B.A.)
January 1987 - January 1989
January 1983 - January 1985
Kaplan Law School, State Of Michigan
January 2010
Frequently Asked Questions about Kathleen Watkins Ctfa
What is Kathleen Watkins Ctfa email address?
Kathleen Watkins Ctfa's primary email address is ********@comerica.com. To view the full verified email and additional contact details, sign up for free with Muraena.
Where Kathleen Watkins Ctfa graduated from?
Kathleen Watkins Ctfa holds a degree in Business Administration And Management, General from Davenport University-Eastern Region.
How can I directly contact Kathleen Watkins Ctfa?
To contact Kathleen Watkins Ctfa directly, you can use the email address ********@comerica.com. Complete contact information is available upon registration with Muraena.
Who is Kathleen Watkins Ctfa?
Kathleen Watkins is a seasoned Trust Advisor with over a decade of experience in the financial services sector, currently serving as Vice President at Comerica Bank. She specializes in Special Needs Trust administration, ensuring that individuals with special needs receive the financial support they require without jeopardizing their eligibility for essential public benefits. Kathleen's extensive background in asset management, financial analysis, and relationship management allows her to navigate complex financial landscapes effectively. She has a proven track record of working closely with clients, attorneys, and guardians, providing tailored solutions to meet their unique needs. Her commitment to seamless trust administration reflects her dedication to client advocacy and financial stewardship. Kathleen's strong analytical skills, coupled with her leadership experience, position her as a key player in her field. She is passionate about enhancing the quality of life for individuals with special needs through strategic financial planning and management.
Kathleen`s contact details
********@comerica.com