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Carol Cheng
Client Service Associate at Blue Trust
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Work Experience
Client Service Associate
Mar 2023 - Present · 1 years and 9 months
Client Success Manager
Mar 2022 - Nov 2022 · 8 months
Philanthropy Associate, The Woman'S Board Of Northwestern Memorial Hospital
May 2018 - Jul 2021 · 3 years and 2 months
Company Details
201-500 Employees
Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With $59 billion in assets under advisement and a nationwide network of 18 offices, we offer comprehensive financial services and objective advice to more than 10,000 clients across the wealth spectrum in all 50 states. Our services include: • Financial, retirement, and estate planning • Investment management • Cash flow and budget planning • Charitable giving strategies • Personal trust and estate settlement • Business consulting services • Family Office • Professional Athlete services • Institutional services • Retirement plan consulting * As of 6/30/24 and subject to change. -- Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. View our social media guidelines & legal info: https://www.bluetrust.com/privacy-regulatory/
Year Founded
1979
Social Media
Linkedin
Industry
Financial Services
HQ Location
1125 Sanctuary Parkway Suite 500 Alpharetta, GA 30009, US
Keywords
Financialretirementestate planningCharitable giving strategiesPersonal trust and estate settlement servicesBusiness consulting servicesInvestment managementCash flow and budget planningProfessional Athlete servicesRetirement plan consulting
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