Christina Schiek

Experience

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  Carroll University

  Aug 2009 - May 2012

  Front Desk Worker

  Organized and sorted incoming mail for dormitory residents. Managed and maintained logs for dormitory equipment checkout. Managed and maintained package logs. Assisted dormitory residents with general questions. Assisted in the training of other incoming front desk assistants.

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  Marquette Volunteer Legal Clinic

  Oct 2012 - May 2015

  Student Assistant

  Assisted volunteer attorneys in providing legal information and referral services to individuals in need of legal assistance. Assisted in interviewing clients to identify legally significant facts and potential causes of action. Researched legal issues related diverse civil law issues. Organized and stored past client information. Educated clients regarding legal service providers.

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  Milwaukee Justice Center Family Law Help Desk

  Aug 2013 - May 2015

  Student Assistant

  Assisted volunteer attorneys in providing legal information to unrepresented litigants navigating family law processes at the Milwaukee County Courthouse at the Milwaukee Justice Center Family Law Help Desk. Assisted clients when filing for divorce or modifying existing family law orders. Interviewed clients to identify legally significant facts and potential family law solutions relating to child custody and placement, divorce proceedings, and child support.

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  Capital First Trust Company

  May 2016 - Jul 2021

  In my role as a Trust Officer, I administer trusts in the Wealth Management division of Capital First Trust Company, specializing in Advisor Directed trusts. I manage and maintain client relationships, acting as a liaison between trust beneficiaries, investment advisors, third-party administrators, and other service professionals. I analyze trust documents and court orders with particular attention to allowable distribution, fees, and trust related expenses, ensuring that each trust is administered properly and in compliance with the governing trust document and applicable state law. I also work within the Capital First team to develop in-house training programs and best practices while training and cross training colleagues across a variety of departments/responsibilities.I have completed Cannon Financial Institute’s Trust Schools and earned my Certified Trust & Fiduciary Advisor (CTFA) certification in 2020. I am a Wisconsin Notary Public and an active member of the Wisconsin State Bar. Show less Capital First Trust Company serves in a fiduciary capacity for over 1350 trusts including trusts for minors, court-monitored trusts, Settlement Preservation, Special Needs and Settlement Asset Management Trusts, Medical Set-Aside Trusts, Education Trusts, Funeral Trusts, Asset Protection Trusts and more. In 2013, Capital First (f.k.a. First Capital Surety & Trust Company) significantly expanded its services to include serving as fiduciary for "Advisor Directed Trusts" including and especially South Dakota situs trusts.In my role as Trust Case Manager, I work diligently to assist in business development and new account on boarding. I specialize in Advisor Directed Trust account set up ("Wealth Management"), especially existing trust transfers. I work to establish, maintain and grow relationships with trust partners including advisor firms, RIAs, broker dealers, custodial firms, etc. I also specialize in large volume management and organization.As part of the marketing and business development department, I take part in preparing marketing materials including brochures, newsletters, PowerPoint presentations, and informational packets for distribution. I also work within the Capital First team to develop in-house training programs and best practices while training and cross training colleagues across a variety of departments/responsibilities.I have completed Trust I, Trust II and Trust III courses at Cannon Financial School and earned my CTFA certification in August 2020. Show less

  • Trust Officer

    Feb 2021 - Jul 2021

  • Trust Case Manager

    May 2016 - Feb 2021
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  U.S. Bank

  Jul 2021 - now

  Assistant Vice President