WebHe has completed Northwestern University’s financial planning program, the Cannon Financial Institute’s Trust Audit, Compliance and Risk Management School, and Cannon’s Securities Operations School. Heath is a CERTIFIED FINANCIAL PLANNER (CFP®) and also holds the Certified Fiduciary and Investment Risk Specialist (CFIRS™) … WebCFIRS® Certification Exam Cannon Financial Institute New Expert; New Courses Meet Sandra CFIRS® Certification Exam Price: $500.00 SKU: #CFIRSEF Qty: Related …
Accounts Cannon Federal Credit Union
WebBrandon Cintula, CTFA, CFIRS. Brandon Cintula has been with Peak Trust Company since 1998 and presently serves as Chief Fiduciary Officer and Chief Operating Officer. Brandon is primarily responsible for Peak’s trustee function, overseeing all trust administration and trust document review and managing the trust administration team. WebDanielle Albrecht, CAMS, CFIRS Vice President - BSA/AML Compliance Officer at Glenmede Trust Company, N.A. Philadelphia, Pennsylvania, … crystallized pumpkin
CFIRS® Certification Exam Cannon Financial Institute
WebMar 22, 2024 · CONTINUING EDUCATION Certified FIRMA Members and Cannon CFIRS®, CCTP™, CRPP™, AFIM®, CTOP®, CTA, and CTCP Professionals are pre-approved for 1.5 CE’s for this Webinar. The American Bankers Association has pre-approved the following CE’s for this Webinar: CCTS, CRSP, CSOP, and CTFA 2.0 … WebLiked by Rebecca Hooper, CFIRS Join now to see all activity Experience Vice President & Senior Trust Officer First Keystone Community Bank … WebCFIRS©, CTOP©, AIF®, AFIM© ... Duane E. Lee, II serves as an Executive Vice President with Cannon Financial Institute. Duane is an incredible expert in the Fiduciary Services Industry. He believes rules of engagement are not merely guidelines but valuable tools that when executed properly, drive increased shareholder value, employee ... dws investments germany