Trust Officer@ Univest
Souderton, Pennsylvania, United States
Kasia Lewis
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Bucks County Community College
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FlashIntel GPTKasia Lewis is a highly experienced professional with 17.7 years of work experience. She is currently working at Univest Trust Services in the Fiduciary capacity, where she serves as a Trustee, Co-trustee, Executor, Co-Executor, Guardian, Co-Guardian, Power of Attorney, and Investment Manager. Kasia's most recent practice involves the administration of Revocable Trusts, Irrevocable Trusts, Special Needs Trusts, Guardianship accounts, and settling Estates. She is dedicated to focusing on what you value and not what you're worth.
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About
In Univest Trust Services, I serve in a Fiduciary capacity on behalf of Univest as Trustee, Co-trustee, Executor, Co-Executor, Guardian, Co-Guardian, Power of Attorney, and Investment Manager. My most common practices involve the ongoing administration of Revocable Trusts, Irrevocable Trusts, Special Needs Trusts, Guardianship accounts, and settling Estates. "We focus on what you value. Not on what you're worth."
Work Experience
Trust Officer
Assistant Trust Administrator
Financial Services
Kasia Lewis's Professional Milestones
- Customer Service And Sales Representative, Lead Teller, Teller (2008-12-01~2012-09-01): Empowered customer service and sales representatives to create impeccable and informative experiences for customers.
- Assistant Trust Administrator (2012-10-01~2019-01-01): Implemented effective trust management strategies, enhancing trust outcomes and enhancing overall employee safety.
Education
Certification
Colleagues
Tom Hellings
Chief Compliance And Operations Officer
Mike Keim
Senior Executive Vice President | Chief Financial Officer
Carrie Costanza
Assistant Vice President , Banking Center Manager
Vincenzo Muto
Business Owner
Patrick McCormick
Executive Vice President | Chief Credit Officer
Other Named Kasia Lewis
Frequently asked questions
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Kasia Lewis's social media include: Linkedin,
Kasia Lewis works for Univest
Kasia Lewis's role in Univest is Trust Officer
Kasia Lewis works in the industry of Financial Services
Kasia Lewis's colleagues are Tom Hellings,Mike Keim,Carrie Costanza
Kasia Lewis's latest job experience is Trust Officer at Univest
Kasia Lewis's latest education in Bucks County Community College
