Jill Pletcher
Plus aucun poste en cours
Profil
Ms. Jill Pletcher is a Director-Client Relations at Concord Investment Counsel.
She entered the financial industry in 1984 as a Trust Officer for Bank of America.
In 1989, she joined Boston Safe Deposit & Trust Company where she managed the trust department in their Newport Beach office.
In 1993, Ms. Pletcher joined U.S.
Trust Company as a Vice President and Senior Trust Officer where she helped establish a de novo office in Costa Mesa and manage the trust department.
She brings expertise in both trust and estate planning to aid in her client advising at Concord.
Ms. Pletcher holds a Bachelor of Science Degree in Finance from Arizona State University.
Anciens postes connus de Jill Pletcher
| Sociétés | Poste | Fin |
|---|---|---|
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | - |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - |
Formation de Jill Pletcher
| Arizona State University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Entreprise privées | 1 |
|---|---|
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
