Lee M. Granaas
Nessuna posizione attualmente
Profilo
Prior to joining Mission Management, Ms. Granaas was most recently managing the Private Client Services department for Compass Bank in Tucson.
Prior to that, she served as Vice President and Manager of Bank of America’s Trust and Investment Department in Tucson and was with First Bank Systems’ Trust and Investment office in Rapid City, South Dakota.
Ms. Granaas was the president of the Southern Arizona Estate Planning Council and has served on the Board of Directors for eight consecutive years.
Her community involvement includes serving as a Foundation Board member for Casa de los Niños and her membership on the University of Arizona’s Planned Giving Advisory Council.
She has several years of fiduciary experience.
Ms. Granaas received her undergraduate degree in Business Administration from National College in Rapid City.
She later earned the Certified Trust and Financial Advisor certification and completed advanced administration and graduate coursework with Cannon Financial Institute.
Precedenti posizioni note di Lee M. Granaas
Società | Posizione | Fine |
---|---|---|
Mission Management & Trust Co.
Mission Management & Trust Co. Investment ManagersFinance Mission Management & Trust Co. (MM&T) is an asset and trust management firm headquartered in Tucson, Arizona. The firm was founded by Carmen Bermudez in 1994 and is owned by Notre Dame Federal Credit Union. MM&T offers trust and fiduciary services, asset management, and securities custody to high net worth families, special needs or supplemental benefits trusts, religious and non-profit organizations, retirement, corporate and captive insurance assets. | Corporate Officer/Principal | 30/08/2010 |
Central Bank of Jefferson County (Kentucky)
Central Bank of Jefferson County (Kentucky) Regional BanksFinance Central Bank of Jefferson County is a state commercial bank based in Kentucky. Central Bancshares, Inc. acquired the bank on April 1, 2005, for $13.50 million. | Corporate Officer/Principal | - |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - |
Compass Bank (Birmingham, Alabama) (Old)
Compass Bank (Birmingham, Alabama) (Old) Investment ManagersFinance Compass Bank, headquartered in Birmingham, Alabama, offers private banking and trust services through their Private Client Services unit. The bank is a subsidiary of Compass Bancshares, Inc. (NASDAQ: CBSS), a financial holding company with banking offices in Alabama, Arizona, Colorado, Florida, New Mexico and Texas. | Corporate Officer/Principal | - |
Formazione di Lee M. Granaas
National College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Società quotate in Borsa | 1 |
---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
Aziende private | 3 |
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Mission Management & Trust Co.
Mission Management & Trust Co. Investment ManagersFinance Mission Management & Trust Co. (MM&T) is an asset and trust management firm headquartered in Tucson, Arizona. The firm was founded by Carmen Bermudez in 1994 and is owned by Notre Dame Federal Credit Union. MM&T offers trust and fiduciary services, asset management, and securities custody to high net worth families, special needs or supplemental benefits trusts, religious and non-profit organizations, retirement, corporate and captive insurance assets. | Finance |
Compass Bank (Birmingham, Alabama) (Old)
Compass Bank (Birmingham, Alabama) (Old) Investment ManagersFinance Compass Bank, headquartered in Birmingham, Alabama, offers private banking and trust services through their Private Client Services unit. The bank is a subsidiary of Compass Bancshares, Inc. (NASDAQ: CBSS), a financial holding company with banking offices in Alabama, Arizona, Colorado, Florida, New Mexico and Texas. | Finance |
Central Bank of Jefferson County (Kentucky)
Central Bank of Jefferson County (Kentucky) Regional BanksFinance Central Bank of Jefferson County is a state commercial bank based in Kentucky. Central Bancshares, Inc. acquired the bank on April 1, 2005, for $13.50 million. | Finance |
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