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Jordan Summers
President & Ceo at Credit Union Trust
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Work Experience
President & Ceo
Mar 2021 - Present · 3 years and 9 months
Chief Fiduciary Officer And Market President
Aug 2020 - Mar 2021 · 7 months
Chief Fiduciary Officer
Nov 2019 - Aug 2020 · 9 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
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