Kathie Butts, CTFA, CSOP, CTOP
Trust Operations Team Lead
Kathie serves as Trust Operations Team Lead and has over 25 years of experience in the financial services industry. She is responsible for managing the movement and registration of cash and securities, vital to the establishment and ongoing administration of trust accounts. Kathie enhances and maintains her knowledge base through such industry specific training as the prestigious Cannon Trust School programs.
Kathie obtained her Bachelor of Business Administration degree from University of Iowa and her Master of Business Administration from Benedictine University. She is a graduate of Cannon Financial Institute and holds the Certified Trust and Fiduciary Advisor (CTFA), Certified Securities Operations Professional (CSOP) and Certified Trust Operations Professional (CTOP) designations.