JW
Jim Welch
Vice President And Trust Officer at Credit Union Trust
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Work Experience
Vice President And Trust Officer
Aug 2020 - Present · 4 years and 4 months
Vice President And Trust Officer, Ctfa
Mar 2010 - Aug 2016 · 6 years and 5 months
Chemical Bank
First Vice President And Trust Officer, Ctfa
Apr 1997 - Mar 2010 · 12 years and 11 months
Company Details
11-50 Employees
CU Trust provides trust products and trustee services to create, protect, and preserve wealth and deliver peace of mind to individuals and their families. CU Trust is a unique trust bank, founded by credit unions, and focused on helping more members of the community. We work with clients directly, and also in partnership with attorneys, advisors, CUs, and other organizations.
Year Founded
2019
Social Media
Linkedin
Industry
Banking
HQ Location
31155 Northwestern Hwy., Suite 260
Farmington Hills, Michigan 48334, US
Keywords
Fiduciary InvestingEstate AdministratioFinancial PlanningRetirement PlanningEducational PlanningCredit UnioSpecial Needs TrustsTrustsRevocable TrustsIrrevocable Trusts
Contact Details
- Email AddressJ**@credituniontrust.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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