PREMIER TRUST - Key Persons
Professional Experience: Cheree has 35 years of experience in Trust Relationship Management.
Education: Cheree has a B.A. in Business Administration.
Professional Experience: Christopher has been in Trust Administration for two years, after spending nine years in the financial services industry both as a Financial Advisor and Analyst.
Education: University of Nevada Las Vegas, Journalism. Previously Held: Series 7 and 66 licenses.
Professional Experience: Coming soon…
Education: Coming soon…
Job Titles:
- Trust Officer
- Vice President
Professional Experience: I have twelve years of experience in trust administration with Premier Trust - Administering in Personal Trust for three years and nine years on the Asset Protection Team.
Education: American Bankers Association-Designated Candidate for CTFA; Cannon Financial Institution, Certification in Estate Planning and Trust Administration I, II, III; University School of Medicine, Las Vegas degree in Nursing; Associate of Arts degree in Medical Administration; The Learning Center, Technology Training Center, Computer Training;
Job Titles:
- Business Development Officer
Professional Experience: Eron has 15 years of experience in the financial services industry. Prior to joining Premier Trust, she owned and operated an independent RIA firm.
Education: Eron has a B.S. in Business Administration with a Major in Economics from the University of Nevada, Reno.
Professional Experience: Janelle started her career in the financial industry in 2008 and made the move to Trust Administration in 2019.
Education: Graduate of Wealth and Trust School Levels I & II. Janelle is currently working on obtaining her CTFA designation.
Professional Experience: Joseph has over twenty years of experience in the administration of personal and charitable trusts.
Education: Joseph received his B.S. from the University of Texas at Austin. He is currently working towards obtaining his CFTA designation from Cannon Financial Institute.
Job Titles:
- Trust Officer
- Vice President
Professional Experience: Kathy has over twenty-five years of experience specializing in personal trusts, employee benefits, operations, and IRA administration. She has worked in both private and multistate trust companies. She is a National Certified Guardian and a member of the Southern Nevada Estate Planning Council.
Education: Kathy obtained a B.A. in English from Indiana University.
Kathy Klein, CISP Trust Officer Professional Experience: Kathy has over sixteen years of experience in IRA operations, custodial and administrative services including working with those individuals who desire to Self-direct the investment of retirement funds into alternative assets. She is currently the head of the IRA department at Premier Trust. Education: Kathy received her Certified IRA Services Professional Certification (CISP) designation from the Insitute of Certified Bankers (ICB), a subsidiary of the American Bankers Association. What is currently playing on your iPhone? The Piano Guys What do you want to be when you grow up? A Cruise Director What's the #1 destination on your bucket list? Tahiti Hometown: Magna, Utah Phone Number: 702-577-1764 Email: kklein@premiertrust.com
Professional Experience: Coming soon…
Education: Coming soon…
Job Titles:
- Business Development Officer
Kendalynn Mowery Business Development Officer Professional Experience: Kendalynn joined Premier Trust in 2023 and was a Trust Officer prior to her role in Business Development. Education: Kendalynn has a B.S. in Business Administration with a major in Finance and an emphasis in Economics from the University of Nevada, Reno. What is currently playing on your iPhone? Piece of My Heart - Big Brother and the Holding Company, Janis Joplin What do you want to be when you grow up? Best Selling Author What's the #1 destination on your bucket list? Phuket, Thailand Hometown: Reno/Tahoe, Nevada Phone Number: 702-673-6265 Email: kmowery@premiertrust.com
Job Titles:
- Business Development Officer
Professional Experience: Leah joined Premier Trust in 2016 bringing a background in customer service. She has quickly developed a strong grasp of the trust industry holding roles as a trust administrator, trust onboarding and now her current role in business development.
Education: Leah obtained a B.S. in Business Administration with an emphasis in Economics and a minor in Political Science from the University of Nevada, Reno.
Professional Experience: Mark co-founded Premier Trust in 2001. He has been the Company's president and CEO since inception. Mark has forty-five plus years in the trust industry and currently employs a staff of over fifty. Mark has been and is currently involved with the Las Vegas and greater Nevada professional and local communities. He is on the PBS Planned Giving Board and is a speaker at live seminars in northern and southern Nevada educating the public on trusts and estates.
Education: Mark received a B.A. in Economics from Potsdam State College of New York and holds a certificate from the Trust Division of Pacific Coast Banking School.
Job Titles:
- Vice President / Director of Trust Administration
Professional Experience: Marsha has been with Premier since 2003, specializing in asset protection and personal trust administration. Prior to joining Premier Trust, she worked in the Airline Industry for 20 years.
Education: Marsha obtained a Bachelor of Science degree from the University of Colorado, Boulder. She received her Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers (ICB), a subsidiary of the American Bankers Association.
Job Titles:
- Trust Officer ( Reno Office )
- Vice President / Trust Officer ( Reno Office )
Professional Experience: 39 years combined experience in the personal and corporate trust industries, 5 years in commercial lines insurance.
Education: Attended University of Nevada Reno, Graduate of Cannon Financial Institute's Personal and Corporate Trust Schools, American Institute of Banking Trust School.
Job Titles:
- Director of Business Development
Professional Experience: Mike has over 28 years of financial services experience.
Education: Mike obtained a B.B.A. from the University of Hawai'i at Manoa.
Professional Experience: Paul has over 30 years of experience in Trust Administration and Wealth Management.
Education: Paul has a B.S. in Business Administration with concentration in International Business from University of the Pacific.
Professional Experience: Richard has over 25 years' experience in Wealth Management, Fiduciary Tax, and Trust Administration.
Education: Bachelor of Science in Political Science from Northern Arizona University, Bachelor of Arts Cum Laude in Business and Management from the University of Maryland Global Campus. Diploma in Korean Language, Defense Language Institute. Graduate Studies in Asian Economic Development, Yonsei University, Seoul Korea. Candidate for Master of Science in Personal Financial Planning from the College for Financial Planning.
Job Titles:
- Trust Officer
- Team Lead / Trust Officer
Professional Experience: Richard started his career in the banking industry, on the Isle of Man. He transitioned to the Trust & Company Management industry in 2004. He has been with Premier Trust since 2020 after moving to the United States in 2019.
Education: Richard obtained his Certificate in International Trust Management through the Society of Trust & Estate Practitioners. He has also completed multiple anti-money laundering courses through the Financial Crime Unit, Isle of Man.
Job Titles:
- Director of Operations
- Senior Vice President
Professional Experience: Stacy has over twenty years of experience in personal trust and trust operations. She is currently the head of operations at Premier Trust.
Education: She received her Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers (ICB), a subsidiary of the American Bankers Association.
Professional Experience: Steve has over 36 years of experience in Trust Administration and Financial Management.
Education: Steve received a B.S. in Financial and Estate Planning from Brigham Young University and then the Certified Financial Planner (CFP) designation. He also received an MBA in Investments from Golden Gate University.