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Pam Allen,
CTFA, CISP
Assistant Vice
President & Trust Officer |
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Pam is responsible for account investment management, trust and
estate administration, and IRA administration. She also works
closely with clients on their estate planning needs. Having served
in an executive capacity for a local company for many years, and
being a native of the area, Pam knows the needs of area residents
well. |
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CREDENTIALS: |
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- Certified IRA Services Professional
(CISP)
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- B.S. degree in Accounting from
UW-Green Bay
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- Graduate of Cannon Financial
Institute’s Trust Investment & Advanced
Trust Investment Schools
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- Graduate of the American Bankers
Association’s National Trust School
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