Emily is the Trust Administration Officer at Heritage Bank. She began this position in August 2013. Emily is responsible for administering personal trusts and investment management accounts, ensuring that client needs are met while staying consistent with the governing trust or will documents. Emily maintains contact with clients to discuss and advise on issues, prepares and presents annual in-depth internal account reviews to the Trust Committee and maintains up- to-date knowledge of account activity by reviewing various reports on a daily basis. Emily utilizes strong organizational, analytical and verbal and written communication skills to perform these duties. Emily serves as the back-up operations officer when needed.

Education: University of Nebraska-Lincoln, BSBA

(Accounting and Finance) 2009