JK
Jerica Keifenheim
Trust Officer at Capital First Trust
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Work Experience
Aug 2016 - Present · 8 years and 5 months
Trust Officer
May 2019 - Present · 5 years and 8 months
Trust Administrator
Oct 2016 - Present · 8 years and 3 months
Reception And Administrative Assistant
Aug 2016 - Oct 2016 · 2 months
Company Details
11-50 Employees
Capital First Trust Company is an independent South Dakota chartered trust company. We serve as trustee and trust administrator for Settlement Trusts and Advisor Directed Trusts. Capital First administers over 1,450 trusts, including over 250 Special Needs Trusts, throughout the country. Our mission is to provide our beneficiaries with exceptional trust administration and customer service. The hallmark of Capital First's approach to superior customer service is the assignment of a dedicated Trust Officer to each beneficiary. Each beneficiary develops a personal relationship with their Trust Officer and as a result the Trust Officer can better serve that client in a more personalized fashion.
Year Founded
1999
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, National Security and International Affairs, Public Administration
HQ Location
234 W Florida St Ste 400 Milwaukee, Wisconsin 53204, US
Keywords
Trust Administration ServicesWealth Mangement ServicesInvestmentsAdministratioAdvisor Directed Trust AdministratioCorporate Trustee
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