Kathy Klein, CISP

Kathy Klein, CISP

VICE PRESIDENT/TRUST OFFICER

Kathy has over twenty years of experience in IRA operations, custodial and administrative services including working with those individuals who desire to Self-direct the investment of retirement funds into alternative assets. She is currently the head of the IRA department at Premier Trust.

Education: Kathy received her Certified IRA Services Professional Certification (CISP) designation from the Insitute of Certified Bankers (ICB), a subsidiary of the American Bankers Association.

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