Michele Young
Vice President - Senior Trust Administrator at Waukesha State Bank
Based in Waukesha, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Waukesha
Industry
Banking
Company size
234
Contact information
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m•••••••@waukeshabank.com
Phone
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Background
About Michele Young
As a Senior Trust Administrator, I manage the many details involved in day-to-day trust administration, including the interpretation of trust and legal documents, opening and closing accounts, beneficiary distributions, asset transfers, and bill paying. With decades of specialized trust experience, I am able to expertly provide the delivery of comprehensive wealth management solutions to high-net-worth individuals and families. Along with my BBA degree in finance and economics, I am committed to ongoing education in the finance field; I have attended a number of specialized courses in advanced administration and earned my CTFA designation. Outside of work, I am a dedicated member of my community and volunteer with numerous Milwaukee-area organizations. Specialties: Trust Administration, Estate Planning, Financial & Tax Planning
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