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Kim Munnis, Ctfa

Vice President & Senior Trust Officer at Union Bank & Trust
Intro Book
Experienced trust financial advisor with 28 years of experience in trust administration and banking.
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Location
Lincoln, Nebraska Metropolitan Area, US
Skills
  • Estate Planning
  • Banking
  • Leadership
  • Financial Services
  • Management
  • Show all
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Bio

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Kim Munnis is a seasoned financial expert with 28 years of experience in trust administration, banking, and leadership. She holds a Bachelor's Degree in Public Administration/Business and a CTFA certification, and has worked in various roles including Trust Officer, Branch Manager, and Vice President & Senior Trust Officer.

Credentials

  • CTFA, Certified Trust Financial Advisor
    ICB Institute of Certified Bankers

Experience

  • Union Bank & Trust
    • Lincoln, Nebraska, United States
    • Vice President & Senior Trust Officer
      • Apr 1996 - Present
      • Lincoln, Nebraska, United States

      *Personal Trust Administration including: Revocable Trusts, Irrevocable Trusts, Testamentary Trusts, Life Insurance Trusts, Charitable Remainder Trusts.*Asset Custody*Estate Administration*Work in tandem with legal and accounting advisors*Work with families in succession planning

  • FirsTier
    • Lincoln, Nebraska
    • Trust Officer
      • Aug 1986 - Apr 1996
      • Lincoln, Nebraska

  • Gateway Bank & Trust
    • Lincoln, Nebraska Area
    • Branch Manager
      • Oct 1984 - Aug 1986
      • Lincoln, Nebraska Area

Education

  • 1979 - 1985
    University of Nebraska-Lincoln
    Bachelor’s Degree, Public Administration / Business
  • 1977 - 1979
    Eastern Michigan University
    Eastern Michigan University, Business Administration and Management, General

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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