Abby Cox

Client Advisory Associate at Whittier Trust Company
  • Claim this Profile
Contact Information
Location
Greater Reno Area

Topline Score

Bio

Generated by
Topline AI

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content. Click here to join now

Experience

    • United States
    • Investment Management
    • 100 - 200 Employee
    • Client Advisory Associate
      • Jul 2023 - Present

      Client Advisory Associate supports Senior Client Advisors with account management and business development responsibilities on personal trust and investment management accounts. In this role, it is critical to meet the needs of clients, trust beneficiaries and their advisors, co‐fiduciaries, and internal department personnel.

    • Interface Clerk
      • Jul 2022 - Jul 2023

    • United States
    • Travel Arrangements
    • 100 - 200 Employee
    • Hotel Training Manager
      • Sep 2014 - Oct 2018

Education

  • University of Nevada, Reno
    Bachelor of Applied Science - BASc, Finance, General
    2018 - 2022

Community

You need to have a working account to view this content. Click here to join now