Jim Welch
Vice President and Trust Officer at Credit Union Trust- Claim this Profile
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Bio
Credentials
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Certified Trust and Financial Advisor (CTFA)
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Experience
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Credit Union Trust
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United States
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Banking
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1 - 100 Employee
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Vice President and Trust Officer
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Aug 2020 - Present
Administer Personal Trusts, Agency Accounts, Conservatorships, IRA's and Special Needs Trusts along with estate settlement. I help with estate planning and wealth management. Meet with clients on a regular basis to review their investment portfolios and their estate plans along with advising clients on their retirement funds including IRA's and rules that apply. I have been the site manager for two different organizations managing a team of trust professionals. I attended ABA's National Trust School and National Graduate Trust School at Northwestern University and sat for and passed the Certified Trust and Financial Advisor exam granting me the CTFA certification. Show less
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1st Source Bank
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United States
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Banking
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700 & Above Employee
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Vice President and Trust Officer, CTFA
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Mar 2010 - Aug 2016
Administer Personal Trusts, Agency Accounts, Conservatorships, IRA's and Special Needs Trusts along with estate settlement. I help with estate planning and wealth management. Meet with clients on a regular basis to review their investment portfolios and their estate plans along with advising clients on their retirement funds including IRA's and rules that apply. I have been the site manager for two different organizations managing a team of trust professionals. I attended ABA's National Trust School and National Graduate Trust School at Northwestern University and sat for and passed the Certified Trust and Financial Advisor exam granting me the CTFA certification. Show less
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Chemical Bank
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United States
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Banking
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700 & Above Employee
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First Vice President and Trust Officer, CTFA
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Apr 1997 - Mar 2010
Administered Personal Trusts, Agency Accounts, Conservatorships, IRA's and Special Needs Trusts. Worked with clients to review their investments and estate planning documents. I was site manager and managed a team of trust professionals. I also worked and settled probate estates. I attended ABA's National Trust School and National Graduate Trust School at Northwestern University and sat for and passed the Certified Trust and Financial Advisor exam granting me the certification of CTFA, the highest designation for a Personal Trust Officer. Show less
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First of America Bank
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United States
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Banking
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1 - 100 Employee
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Assistant Vice President and Trust Officer
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Apr 1988 - Mar 1997
I administered Personal Trusts for many high net worth individuals. Prior to my personal trust work, I was an Employee Benefit Administrator working with company plans such as pension plans, profit sharing plan including 401(k) plans and working with the participants. I also spent time in the Probate and Estate Settlement area settling estates and completing 706 tax returns. I was also responsible for asset management incorporating stocks, bonds and mutual funds to align investments with the clients investment objectives. Show less
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Education
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Western Michigan University
Bachelor’s Degree, Business and Polical Science
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