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O’Brien joins local trust office

August 27, 2012
The Mining Journal

MARQUETTE -Theresa O'Brien has joined The Stephenson National Bank & Trust. She will serve as trust administrative assistant in the Marquette office at 115 S. Lakeshore Blvd.

A Marquette native, O'Brien has worked more than 23 years in financial services, most recently with Wells Fargo Bank in the trust department.

She is a graduate of Marquette Senior High School and attended Northern Michigan University. In addition, she graduated from the Cannon Financial Institute course on Personal Trust Fundamentals, and completed the Trust Assistant Certificate Program through PCS University. She and her fiance live in Marquette and have one son.

She is responsible for working directly with clients to open new accounts, process distributions, and provide correspondence, as well as service the ongoing client relationship.

 
 

 

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