Position:

Relationship Manager
 

Responsibilities

As a Relationship Manager, Andrew Steger works directly with Personal Trust clients on various aspects of trust administration and investment management. He is responsible for managing and meeting client expectations through the proper administration of trusts, estates, IRAs and agency accounts.

Education

Certified Financial Planner


Masters Degree, Corporate Financial Management
Upper Iowa University Madison, WI

Bachelors Degree, Business Management
Upper Iowa University Madison, WI

Experience

Relationship Manager
Trust Point

Inside Sales Coordinator
Universal Forest Products, Inc.


 

Contact Information

Phone Numbers:
608-782-1148
800-658-9474

Email: asteger@trustpointinc.com