Faculty | Wealth and Trust School Level 1 | American Bankers Association

Our instructors are experienced practitioners, presenting up-to-date content relevant to your bank’s needs.

Austin Bertrand, CTFA
Senior Vice President, Wealth Strategies Advisor
Bank of America

Lisa Bittner, CTFA
Vice President, Trust Officer & Development Manager
Somerset Trust

Robert Dietz, CFA
Director and Vice President – Wealth Strategies Group
Bernstein Global Wealth Management

Jennifer Galvagna
Managing Director, Head of Trust Solutions
Bank of America Private Bank

Steve Goodman
President
TrainWorks

Tom Lasley, J.D., LL.M.
Regional Director, Advise and Planning
Truist

Kent Lytle
Senior Vice President and Fiduciary Executive (Retired)
SunTrust Bank

Tony McEachern
Consultant

Mark Oller, CTFA
Delaware Trust Executive
U.S. Trust Company of Delaware

Sahar Pouyanrad
Executive Director, Trusts West Regional Team Leader
JP Morgan Private Bank

Faculty | Wealth and Trust School Level 1