Krystal L.

Krystal L

Director of Financial Planning and Portfolio Manager at Allen Trust Company
Portland, Oregon, United States

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Work Experience

Allen Trust Company

Director of Financial Planning and Portfolio Manager

2022-03-01 - Present

Umpqua Bank

Assistant Relationship Manager, Relationship Manager

2014-04-01 - 2020-03-01

BOK Financial

Commercial Lending Credit Analyst, Commercial Real Estate and C&I Lending

2010-06-01 - 2013-10-01

SCHOTT

Production Engineer

2008-07-01 - 2010-01-01

Los Alamos National Laboratory

Budget Analyst

2007-10-01 - 2008-07-01

Skills

trust company trust services financial planning investment services registered investment advisor wealth management trust administration investment management

Languages

English