Donna Bernard
Corporate Officer/Principal bij Washington Trust Bank (Spokane, Washington)
Profiel
Ms. Donna Bernard is a Senior Vice President & Senior Wealth Strategist at Washington Trust Bank (Spokane, Washington).
As a Senior Wealth Strategist counseling high-net-worth individuals and families, Ms. Bernard draws from her more than 20 years of experience in sophisticated investment planning and financial services on behalf of their individual needs.
Her responsibilities are centered in consulting with existing and prospective clients on all aspects of their personal wealth: investment alternatives as well as fiduciary, estate and trust planning strategies.
She understands clients’ concerns, facilitates on their behalf to ensure collaborative and creative problem-solving solutions are delivered, while focusing on client-centered service.
Ms. Bernard was previously employed as a Principal by Bank of America Corp.
and a Principal by U.S.
Bank NA (Utah).
She received her undergraduate degree from Washington State University.
Actieve functies van Donna Bernard
| Bedrijven | Functie | Begin |
|---|---|---|
Washington Trust Bank (Spokane, Washington)
 Washington Trust Bank (Spokane, Washington) Investment ManagersFinance Washington Trust Bank (WTB) is a full-service commercial bank headquartered in Spokane, Washington. The firm was founded in 1902 and is a wholly-owned subsidiary of W.T.B. Financial Corp. (OTCMKTS: WTBFB). WTB offers a variety of personal and business financial services including trust and investment management to personal, private, commercial and wealth management clients. | Corporate Officer/Principal | - |
| Washington Trust Bank (Spokane, Washington Invt Mgmt) | Marktstrateeg | - |
Eerdere bekende functies van Donna Bernard
| Bedrijven | Functie | Einde |
|---|---|---|
U.S. Bank NA (Utah)
 U.S. Bank NA (Utah) Major BanksFinance Part of U.S. Bancorp, U.S. Bank NA (Utah) operates as a nationally chartered commercial bank. | Corporate Officer/Principal | - |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - |
Opleiding van Donna Bernard
| Washington State University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
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Verwante bedrijven
| Beursgenoteerde bedrijven | 1 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Bedrijven in privébezit | 3 |
|---|---|
Washington Trust Bank (Spokane, Washington)
Washington Trust Bank (Spokane, Washington) Investment ManagersFinance Washington Trust Bank (WTB) is a full-service commercial bank headquartered in Spokane, Washington. The firm was founded in 1902 and is a wholly-owned subsidiary of W.T.B. Financial Corp. (OTCMKTS: WTBFB). WTB offers a variety of personal and business financial services including trust and investment management to personal, private, commercial and wealth management clients. | Finance |
U.S. Bank NA (Utah)
U.S. Bank NA (Utah) Major BanksFinance Part of U.S. Bancorp, U.S. Bank NA (Utah) operates as a nationally chartered commercial bank. | Finance |
| Washington Trust Bank (Spokane, Washington Invt Mgmt) | Finance |
