Karen J Trimmer

800 east 96Th St, Indianapolis, IN 46240

Financial Services

Colorado Technical University 2016 - 2018
Master of Business Administration, Masters, Project Management Bellevue University 2014 - 2016
Bachelors, Management Virginia Commonwealth University
Bachelor of Education, Bachelors, Education Bellevue University

Financial Services
Series 7
Securities
Investments
Mutual Funds
Management
Wealth Management
Leadership
Risk Management
Customer Service
Project Management
Insurance
Fixed Annuities
Finra
Anti Money Laundering
Microsoft Office
Series 63
Compliance Management
Trade Compliance
Life Insurance
Variable Annuities
Indexed Annuities
Time Management
Team Leadership
Supervision
Bank Secrecy Act
Internal Audit
New Account Opening
New Account Management
Onboarding
Customer Experience
Brokerage
Broker Dealer
Mentoring
Series 3

Leadership
Sales Supervision
Project Management
Audit
Compliance
Employee Development

800 east 96Th St, Indianapolis, IN 46240

Vice President at SunTrust Bank

Richmond, Virginia Area

Banking

SUNTRUST INVESTMENT SERVICES

2012 to 2014
First Vice President
SUNTRUST INVESTMENT SERVICES
Richmond, VA
2007 to 2014
SUNTRUST INVESTMENT SERVICES

2007 to 2012
First Vice President, Centralized Supervision
Wells Fargo

2006 to 2007
Senior Regional Supervisor
Wells Fargo
Richmond, VA
2002 to 2007
Wells Fargo

2005 to 2006
Compliance Officer
Wells Fargo

2004 to 2005
Compliance - Analyst
Wells Fargo

2002 to 2004
Senior Registered Account Administrator, Richmond Office

Bellevue University
Bellevue, NE
2014
Banking
Virginia Commonwealth University
Richmond, VA
2013
Education

Lean Sigma Six Yellow Belt, 2013, Series 99 ,7 ,24, 9/10, 65, 63, 31, Life and Health