My WebLink
|
Help
|
About
|
Sign Out
Home
Browse
Search
Board of Finance Investment Report for FY 2016
sbend
>
Public
>
Common Council
>
Reports
>
City Department and Administration
>
2016
>
2016 Annual Reports
>
Board of Finance Investment Report for FY 2016
Metadata
Thumbnails
Annotations
Entry Properties
Last modified
7/12/2017 11:56:43 AM
Creation date
7/12/2017 11:56:00 AM
Metadata
Fields
Template:
City Council - City Clerk
There are no annotations on this page.
Document management portal powered by Laserfiche WebLink 9 © 1998-2015
Laserfiche.
All rights reserved.
/
49
PDF
Print
Pages to print
Enter page numbers and/or page ranges separated by commas. For example, 1,3,5-12.
After downloading, print the document using a PDF reader (e.g. Adobe Reader).
Show annotations
View images
View plain text
source. <br /> ' Bank <br /> Wealth Advisory Services <br /> Title: Trust Officer <br /> Education: B.S. Business Administration <br /> i <br /> and Management <br /> Indiana University, South Bend <br /> South Bend, Indiana <br /> Background: In 2002 Andrea joined the <br /> banking team of 1st Source Bank, and then worked <br /> in Retirement Plan Services before joining <br /> Personal Trust in 2008. Andrea's well-rounded <br /> background includes experience with the <br /> administration of Revocable and Irrevocable <br /> Trusts, IRAs, Special Needs Trusts, Guardianships, <br /> Andrea Soule Estates, Irrevocable Life Insurance Trusts, and <br /> office: (574) 235-2631 Investment accounts. Andrea's special combination <br /> mobile: (574) 274-2245 of experience and knowledge provides notable <br /> SouleA @lstsource.com wealth and asset management resources that work <br /> together to best serve client needs with banking, <br /> retirement planning, and trust and estate services. <br /> Organizations: An avid supporter of the <br /> United Way, Andrea is involved in the community <br /> as a member of the Michiana Estate Planning <br /> Council, as a volunteer for Junior Achievement, <br /> as a mentor for St. Mary's College and Indiana <br /> University South Bend students, as well as serving <br /> on the Advisory Council for the Guardianship <br /> Program of REAL Services. <br /> Our Msi;m t. for hc4, our c&rats, ackii ilc sccurr"tV, <br /> htti ( rvca(tk ctnc( rcct(lzc tkclr dreams. <br /> 46 <br />
The URL can be used to link to this page
Your browser does not support the video tag.