Directory

>

Kathleen Watkins Ctfa

avatar

Kathleen Watkins Ctfa

Vice President, Trust Advisor, Special Needs Solutions

Troy, Michigan, United States

View contact details (it's free)

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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Kathleen Watkins Ctfa

Work Experience

company logo

Vice President, Trust Advisor, Special Needs Solutions at

Comerica Incorporated

March 2022 - Present

company logo

Assistant Vice President, Trust Advisor at

Comerica Incorporated

July 2016 - Present

company logo

AVP, Trust Advisor, ILIT Unit Manager at

Comerica Incorporated

July 2014 - Present

company logo

Admistrative Assistant at

Comerica Incorporated

May 2010 - Present

company logo

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

Logos provided by Logo.dev

Kathleen Watkins Ctfa

Education

Davenport University-Eastern Region, Bachelor Of Business Administration (B.B.A.)

January 1987 - January 1989

Wayne State University

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

mail

********@comerica.com

View Contact details (it's free)
Request Profile Removal