AS Flashcards

1
Q

New Accounts

A

Linda Mill/Micah Kafel

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2
Q

IRA/Trust and Fiduciary

A

Linda Mill/Liz Mahoney

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3
Q

Decedent

A

Linda Mill/Janine Sharp

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4
Q

Account Maintenance

A

Raoul Taylor/Paola Machuca

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5
Q

Account Monitoring

A

Raoul Taylor/Jennifer Deal

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6
Q

Mail and Fulfillment

A

Raoul Taylor/Timothy Pagan

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7
Q

Document Processing

A

Jackie Lemm

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8
Q

Escheatment

A

Jackie Lemma

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9
Q

Acct Services - Ops Support

A

Deb Aponte

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