Ivan Shegota

Ivan Shegota

EVP, Senior Relationship Manager, & Senior Wealth Advisor at Coral Gables Trust
Boca Raton, Florida, United States

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Work Experience

Coral Gables Trust Company

Senior VP, Senior Relationship Manager, and Client Wealth Advisor

2012-03-01 - Present

Skills

directed trusts with financial advisor investment & trust services agent for trustee life insurance trusts foundations & philanthropic advisory services administration estate trust services investment management retirement wealth management financial planning investment methodology corporate trustee & cotrustee charitable trusts trust & estate management estate planning investment advisor custodial services special needs trust services personalized financial advice trust administration revocable & irrevocable trusts testamentary trusts retirement planning institutional trusts

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