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Mayo Clinic

Rochester, Minnesota

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Ameriprise Financial, Inc.

Dallas, Texas

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Mayo Clinic

Rochester, Minnesota

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Faegre Drinker Biddle & Reath

Minneapolis, Minnesota

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Stony Brook University

Stony Brook, New York

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Los Angeles, California

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Hospital RCM Services

Frisco, Texas

Ameriprise Financial, Inc.

Bedminster, New Jersey

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University of Washington

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Ameriprise Financial, Inc.

Fort Worth, Texas

Barclays

Florham Park, New Jersey

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Stony Brook University

Stony Brook, New York

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Littler Mendelson

San Diego, California

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Olympia, Washington

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Upper Marlboro, Maryland

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Earthjustice

Washington, D.C.

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Conifer Revenue Cycle Solutions

Frisco, Texas

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Littler Mendelson

Newark, New Jersey

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Littler Mendelson

Boston, Massachusetts

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Foundation Health Partners

Fairbanks, Alaska

Haynes and Boone

Dallas, Texas

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Conifer Revenue Cycle Solutions

Frisco, Texas

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New Business Trust Officer
Work directly with advisors & field leaders to recommend and sell Personal Trust Services (PTS). Partner with internal and external wholesalers to meet pipeline opportunity metrics & account acceptance goals. Perform due diligence and risk assessment for pipeline opportunities. Provide sales training on general trust topics to wholesalers and participate in attorney and client meetings with advisors. Contribute to the development and creation of marketing initiatives including pipeline management, current case management, materials, communication, and partner on cross organizational needs. Responsibilities Manage assigned initial trust opportunities through the acceptance cycle to 'accepted' status, pipeline and case management. Reactiv


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