Christi Tillisch
Wealth Management Associate at U.S. Bancorp Investments, Inc
Based in Lexington, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Lexington
Industry
Financial Services
Company size
744
Contact information
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c•••••••@usbank.com
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Background
About Christi Tillisch
As a Wealth Management Associate with U.S. Bancorp Investments, I work with a financial advisor to provide clients with an exceptional client experience. I work toward ensuring all business and service requests are completed quickly and accurately, schedule and prepare for client appointments, and create financial plans for the financial advisor to review with their clients as well as coordinate seminars and help ensure all scheduled service and marketing activities for each client are fulfilled.Please direct all business communications to me at and insurance products and services including annuities are:NOT A DEPOSIT • NOT FDIC INSURED • MAY LOSE VALUE • NOT BANK GUARANTEED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCYInvestment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc, member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank. Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License# 0E24641.
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