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Kadie Truitt,
CTFA, CISP
Assistant Vice President & Trust Officer |
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Kadie specializes in the administration and
sales of company-sponsored retirement plans including 401(k) and
Profit Sharing Plans. Kadie provides financial and retirement
solutions to business owners and their employees. Our
state-of-the-art retirement plan system provides companies and their
employees daily access to world-class investment managers through
award-winning websites or voice-response units. |
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Kadie is also responsible for management of the trust operations and
trust accounting area of the department. She oversees the processing
and reconciliation of trust account activity including securities
processing and cash management. |
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CREDENTIALS: |
- Certified Trust and Financial
Advisor (CTFA)
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- B.S. degree in Accounting from the
University of Wisconsin-Green Bay
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- Graduate of Cannon Financial
Institute’s Retirement Plan Services
Sales School
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