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Faculty | Wealth and Trust School Level 2

  • November 4-14, 2024 (updated)
  • Virtual School
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Our instructors are experienced practitioners, presenting up-to-date content relevant to your bank’s needs.

Tom Abendroth
Partner
Schiff Hardin LLP

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

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

Steve Goodman
President
TrainWorks

Kristen M. Lewis, Esq.
Harrison LLP

Greg Maddox
Head of Global Manager Research (GMR)
Wells Fargo

John A. Marold, JD, CTFA
Fiduciary Resource Director / IRA Subject Matter Expert
Truist

Tracy L. McLaughlin
Partner
ArentFox Schiff LLP

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

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

Jody M. Denney Vazquez
Vice President and Fiduciary Officer
Bessemer Trust

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