FORT COLLINS, Colo. – October 4, 2013 – First Western Trust is excited to announce Banner Green has been promoted to assistant vice president, trust officer of the Northern Colorado Office.
“Banner is a team player, truly taking the time to understand her clients and their unique situations,” said Kristi L. Benningsdorf, president of First Western’s Northern Colorado Office. “This promotion recognizes the significant contribution Banner has made for our clients, our office and the company as a whole.”
As Assistant Vice President, Trust Officer Banner will be responsible for developing and maintaining fiduciary relationships for First Western Trust, Northern Colorado. Banner will work closely with clients and their professional advisors in estate planning, trust administration and trust services, and family office services. She also takes on the management and administration of the irrevocable life insurance trusts (ILITs) for the entire company.
Banner has been with First Western Trust for five years, and in September of 2012, she was awarded the Certified Trust & Financial Advisor (CTFA) designation from the Institute of Certified Bankers (ICB). Banner received a Bachelor of Science in Accounting and graduated summa cum laude from Regis University in Denver. She also completed all three levels of Trust School through Cannon Financial. In her free time, Banner gives back to her community by serving on the Loveland Library Board.
About First Western Trust
First Western Trust strives to be the best private bank and trust company for the Western wealth management client by providing comprehensive, tailored solutions in the areas of wealth planning, private banking, investment management, and trusts and estates. First Western also offers expertise in retirement services, mortgages, insurance, and business banking. First Western’s services are integrated through ConnectView, a proprietary approach that focuses on a client’s entire financial picture. Built specifically for clients based in the West, the firm has offices in Arizona, California, Colorado, and Wyoming.