chief fiduciary officer at western reserve trust company 600 superior avenue east - suite 1701 cleveland oh 44114@ Western Reserve Trust Company
Cleveland, Ohio, United States
Christopher J. Geiss
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Cleveland State University
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FlashIntel GPTChristopher J. Geiss is a highly experienced professional with over 30 years of work experience in wealth management, estate planning, and high net worth individuals. He is currently the Chief Fiduciary Officer at Western Reserve Trust Company in Cleveland, Ohio. With expertise in Trust Administration, Fiduciary Compliance, Wealth Management, and Fiduciary Risk Management, Christopher has played a crucial role in the success of various organizations. His extensive knowledge and skills make him a valuable asset in the field of wealth management and retirement.
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About
Western Reserve Trust Company is an independent, Ohio chartered non-depository bank that will provide administrative fiduciary services and family office services to affluent individuals and families. It is headquartered in Cleveland, Ohio,Expertise in Trust Administration, Fiduciary Compliance, Wealth Management, and Fiduciary Risk Management.Specialties: Trust Administration and Fiduciary Risk Management. Estate, Income, Gift, Generation Skipping Transfer Tax planning.
Work Experience
chief fiduciary officer at western reserve trust company 600 superior avenue east - suite 1701 cleveland oh 44114
Chief Fiduciary Officer
Financial Services
Christopher J. Geiss's Professional Milestones
- Chief Fiduciary Officer (2019-03-01~): Investing time and resources to optimize financial resources and drive cost savings.
- Vice President And Sr. Relationship Strategist (1993-04-01~2019-03-01): Empowering business partners through strategic partnerships, driving business growth and driving business growth.
Education
Business Administration,
Finance
1988-1996Skill
Wealth Management
Estate Planning
High Net Worth Individuals
Wealth
Retirement
Banking
Financial Planning
Investment Management
Trusts
Asset Management
Income
Investments
Portfolio Management
Finance
Retirement Planning
Asset Allocation
Gifts
Mergers And Acquisitions
Credit
Financial Advisory
Certification
Colleagues
Other Named Christopher J. Geiss
Frequently asked questions
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Christopher J. Geiss works for Western Reserve Trust Company
Christopher J. Geiss's role in Western Reserve Trust Company is chief fiduciary officer at western reserve trust company 600 superior avenue east - suite 1701 cleveland oh 44114
Christopher J. Geiss works in the industry of Financial Services
Christopher J. Geiss's colleagues are Andrea Schwenner,Madison Walker,Gwyn Broski, CPA, MBA
Christopher J. Geiss's latest job experience is chief fiduciary officer at western reserve trust company 600 superior avenue east - suite 1701 cleveland oh 44114 at Western Reserve Trust Company
Christopher J. Geiss's latest education in Cleveland State University
