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Peter Wall
Director Of Fiduciary Services at True Link
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Work Experience
Director Of Fiduciary Services
2019 - Present · 5 years and 11 months
National Oversight Manager, Vice President And Trust Officer
Sep 2011 - Jan 2019 · 7 years and 4 months
Vice President And Trust Officer
Oct 2003 - Sep 2011 · 7 years and 11 months
Company Details
51-200 Employees
Vulnerable seniors, people with special needs, and those recovering from addiction – fifty million Americans in total – need more from their financial institutions. Whether it’s protecting seniors from fraud, helping people with special needs preserve their assets, or preventing an impulsive cash withdrawal or purchase that could lead to relapse, families turn to True Link when they need a financial partner who can help them navigate life’s challenges. Our expertise, obsessive service, and unique distribution channels help families keep their loved ones safe. We manage millions of dollars a day in transactions and provide investment services for thousands of people. Our team handles 2.5 million calls a year with a 98% “excellent” satisfaction rating. We’re a caring, diverse, values-driven company, with customers who say things like, “Your company saved my marriage,” “If not for True Link [__] would have returned to substance use,” and “This is the single best product I have ever experienced.” We’re a fast-growing fintech startup that also gets to provide our customers a life-changing solution to some of the most deeply personal, important problems in their lives. True Link partners with individuals, families, and organizations that serve treatment programs, elder law attorneys, home care providers, nonprofits, and government programs in all 50 states. We’re hiring! More jobs featured on our careers page.
Year Founded
2012
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
315 Montgomery St San Francisco, California, US
Keywords
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