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Missy Mercurio Ctfa

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Missy Mercurio Ctfa

Senior Trust Officer, VP | Chevy Chase Trust

Alexandria, Virginia, United States

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Missy Mercurio Ctfa

Summary

Missy Mercurio is a seasoned Senior Trust Officer and Vice President at Chevy Chase Trust, bringing a wealth of experience in trust services and financial management. With a strong background in budgeting and customer service, she excels in leadership roles and has a proven track record of enhancing client relationships and trust operations. Missy holds a Bachelor of Science in Mathematics and Economics from the University of California, San Diego, which complements her analytical skills in the financial sector. Her career spans various positions within Chevy Chase Trust, where she has progressively advanced from Trust Officer to her current VP role. A former Client Service Specialist at Ameriprise Financial Services, she has developed a solid foundation in client relations and financial consulting. Missy's interests lie in leveraging technology to innovate trust services and improve customer experiences. She is also known for her public speaking skills, which she utilizes to educate clients and colleagues alike.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Missy Mercurio Ctfa

Work Experience

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Senior Trust Officer, VP at

Chevy Chase Trust

May 2023 - Present

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Senior Trust Officer, AVP at

Chevy Chase Trust

March 2018 - April 2023

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Trust Officer at

Chevy Chase Trust

November 2015 - March 2018

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Client Service Specialist at

Ameriprise Financial Services, LLC

March 2015 - September 2015

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Assistant Instructor at

Kumon Canada Inc

October 2008 - March 2015

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Team Member at

Target

July 2005 - January 2015

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Missy Mercurio Ctfa

Education

University of California San Diego, Bachelor Of Science (Bs)

January 2010 - January 2014

Frequently Asked Questions about Missy Mercurio Ctfa

What is Missy Mercurio Ctfa email address?

Missy Mercurio Ctfa's primary email address is *********@chevychasetrust.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Missy Mercurio Ctfa work for?

Missy Mercurio Ctfa is a Senior Trust Officer, VP at Chevy Chase Trust, a company specializing in Monetary Authorities-Central Bank.

Where Missy Mercurio Ctfa graduated from?

Missy Mercurio Ctfa holds a degree in Mathematics And Economics from University of California San Diego.

How can I directly contact Missy Mercurio Ctfa?

To contact Missy Mercurio Ctfa directly, you can use the email address *********@chevychasetrust.com. Complete contact information is available upon registration with Muraena.

Who is Missy Mercurio Ctfa?

Missy Mercurio is a seasoned Senior Trust Officer and Vice President at Chevy Chase Trust, bringing a wealth of experience in trust services and financial management. With a strong background in budgeting and customer service, she excels in leadership roles and has a proven track record of enhancing client relationships and trust operations. Missy holds a Bachelor of Science in Mathematics and Economics from the University of California, San Diego, which complements her analytical skills in the financial sector. Her career spans various positions within Chevy Chase Trust, where she has progressively advanced from Trust Officer to her current VP role. A former Client Service Specialist at Ameriprise Financial Services, she has developed a solid foundation in client relations and financial consulting. Missy's interests lie in leveraging technology to innovate trust services and improve customer experiences. She is also known for her public speaking skills, which she utilizes to educate clients and colleagues alike.

Missy`s contact details

mail

*********@chevychasetrust.com

Colleagues

Paul Duncan

Chief Compliance Officer

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Svetlana Novikova

VP IT Operations Coordinator

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Al Bhatt

Managing Director

Cfp Susan Gordon Freed

Managing Director

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Kristen Barstow

Vice President

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Kristi Bledsoe Henry

Vice President, Financial Planner

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Larry Fisher

President - Family Wealth

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Cfp Leah Byrne

Vice President

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Leslie Smith

Senior Managing Director

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