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Kathy Perdzock

Vice President, Shareholder, Director

Background & Role

Kathy co-founded Fiduciary Partners in 2001. Having over 35 years of experience in the trust services industry with an emphasis in Trust Operations Management, Kathy became instrumental in the growth and development of our trust operations department.  Her background in trust administration allows her to be a valuable resource for continuity between our administrative and operations teams.

Based in our Appleton, Wisconsin office, Kathy primarily focuses on providing staff development as well as strategic planning. She also serves as a member of our senior management team.  Her background in leadership, combined with her high attention to detail and accuracy, gives Kathy the ability to assist in leading the firm’s success.

Education

  • Cannon Financial Institution – Trust Operations School (Honor Graduate)
  • Certified Securities Operations Professional
  • Wisconsin Bankers Association – School of Retail Lending
  • Western Wisconsin Technical College – Finance & Accounting, Medical Assistant

Contact

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