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Bartel Promotion

Bartel Promotion

February 25, 2021 (Appleton, Wisconsin) – Fiduciary Partners Trust Company is pleased to announce that Kristi Bartel has been promoted to Trust Officer. Kristi, having over 10 years of investment industry experience joined Fiduciary Partners in January 2018.

Since joining the firm in 2018, Kristi has exemplified the qualities necessary to continue our firm’s growth. As Trust Officer, she will continue to serve as the lead administrator in the funeral trust division of Fiduciary Partners. Among her numerous leadership duties, Kristi works closely as our liaison with the regulators in the states we serve and oversees all funeral trust account opening and claims processes. Kristi earned her Bachelor’s Degree in Interpersonal and Organizational Communications from the University of Wisconsin – Stevens Point.

“The knowledge and experience that Kristi brings to the funeral trust division of the firm serves our clients well”, said Ryan Valentine, President and Shareholder of Fiduciary Partners. “Kristi has been an incredible asset to our team. She works hard and epitomizes the customer service focus we strive for throughout our organization.”

Thursday, February 25, 2021
Categories: Updates

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