Fiduciary Partners Announces Promotions
Fiduciary Partners Announces Promotions
April 18, 2022 (Appleton, Wisconsin) – Fiduciary Partners Trust Company is pleased to announce that Jaci Kohlman has been promoted to Assistant Vice President – Personal Trust Administration and Kris Snyder has been promoted to Vice President – Estate and Trust Settlement.
Jaci has over 17 years of experience in the financial services industry. She manages a number of personal trust relationships and serves many of our newest client opportunities. She earned a bachelor’s degree in Personal Finance from the University of Wisconsin, is a graduate of Cannon Financial Institute – Trust School, and has earned the Certified Trust and Fiduciary Advisor (CTFA) designation. “Skilled and dedicated professionals like Jaci are the cornerstone of our continued growth and success. Her steady demeanor, attention to detail, and adherence to the highest level of fiduciary standards make her an invaluable member of our trust administration staff,” said Bob Ellis, Senior Vice President – Personal Trust Administration.
Kris has a total of 28 years of experience in trust services, 18 of which are specific to estate and trust settlement. She works closely with clients and assists families through difficult times with compassion. Kris earned an associate business degree from Fox Valley Technical College and has continued her education by attending educational courses through Cannon Financial Institute. Jan Grant, Senior Vice President – Estate and Trust Settlement said, “Kris’ experience, empathy, diligence, and commitment to providing excellent service make her an invaluable asset to our team. She has a positive attitude that is infectious, and tackles even our most complex post-death matters with professionalism and grace. We are proud of her as she continues to serve our colleagues and clients in her role as a respected subject matter expert.”
To learn more about Jaci or Kris, please click here for a link to their professional biographies.
About Fiduciary Partners
Fiduciary Partners Trust Company provides trust services to individuals, families, and charities. Founded in 2001, with offices in Appleton, Brookfield, and Madison Wisconsin, it is a privately owned and independent trust company with assets under administration of $2 billion. Fiduciary Partners does not manage money and truly partners with financial and legal advisors to collectively care for shared clients. For more information about Fiduciary Partners Trust Company please visit our website at www.fiduciarypartners.com.
Monday, April 18, 2022
Categories: Updates