Joanna is an experienced Associate Trust Officer within the Trust Services Department. Driven by her exceptional commitment, she takes pride in providing premier client service. She works closely with clients, fiduciaries, and financial advisors to facilitate trust funding, distributions, reporting, asset management, and tax related matters.
Joanna holds an MBA in finance from Molloy University and a BS in business administration with a concentration in finance from the University of North Carolina, Charlotte.
With her background in finance, Joanna is especially qualified to assist all clients with their trust needs.