RP
Ruben Perez
Avp, Fiduciary Fee Officer at Members Trust
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Work Experience
Mar 2023 - Present · 1 years and 9 months
Avp, Fiduciary Fee Officer
Nov 2023 - Present · 1 years and 1 months
Senior Brokerage Operations Analyst
Mar 2023 - Dec 2023 · 9 months
Sr Inv Ops Anlst
Nov 2012 - Mar 2023 · 10 years and 4 months
Company Details
51-200 Employees
Say hello to the trust and investment firm where doing the right thing is more than just our thing, it’s our mandate. Founded in 1987, Members Trust Company is the first national trust and investment firm owned by and for America’s Credit Unions. With over $4 billion in assets for 40+ credit union partners (as of 12/31/2022), Members Trust Company has been nationally recognized for investment strategies that manage both risk and return, even in a recession.
Year Founded
1987
Social Media
LinkedinFacebook
Industry
Investment Management, Investment Services
HQ Location
14055 Riveredge Dr Suite 525 Tampa, Florida 33637, US
Keywords
Wealth ManagementInstitutional InvestmentsFlexIRACharitable Donation AcctsTrust AdministratioEstate Administratio
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