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Lauren Maxwell, CTFA

Lauren Maxwell, CTFA

Followers of Lauren Maxwell, CTFA449 followers
location of Lauren Maxwell, CTFASchenectady, New York, United States

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  • Timeline

  • About me

    Assistant Vice President and Assistant Corporate Secretary at Trustco Bank Corp NY and Trustco Bank

  • Education

    • Fordham University

      2007 - 2008
      Liberal Arts and Sciences/Liberal Studies

    • Siena College

      2008 - 2011
      Bachelor of Science - BS Finance

  • Experience

    • Trustco Bank

      Jul 2011 - now

      • Assistant Vice President and Assistant Corporate Secretary

        Mar 2022 - now

      • Assistant Vice President

        Sept 2020 - Mar 2022

      • Senior Officer

        Mar 2020 - Sept 2020

      • Investment Officer

        Dec 2016 - Mar 2020

      • Investment Manager

        Mar 2014 - Dec 2016

      • Portfolio Advisor

        Feb 2013 - Feb 2014

      • Tax Coordinator

        Jan 2012 - Feb 2013

      • Bank Teller

        Jul 2011 - Jan 2012

  • Licenses & Certifications

    • CFA Level III Candidate

      CFA Institute

    • NYS Life Accident and Health Insurance

      NYS Financial Services
      Nov 2013

    • Certified Trust and Financial Advisor (CTFA)

      American Bankers Association
      Sept 2018