With work experience over four years, Gene Pickelman is now working at Tri-Star Trust Bank as a President and Co-Founder. Gene received his education from 1995 to 1996 at the ABA National Trust School. This expert can be found in Saginaw, Michigan. To contact Gene, you can look for their phone or e-mail or get exhaustive information by requesting access to Gene Pickelman's additional details.
Name variants:
Eugene Pickelman,
Eugenia Pickelman,
Genevieve Pickelman
Last updated May 12, 2024
Contact Information
Last Update
Jul 11, 2022
Email
ge**@tristartrust.com, ge**@tri-starmall.com, ge**@tristartrust.com
Location
Saginaw, MI
Company
Workplace
Colleagues
Work History
President and Co-Founder
Saginaw, Frankenmuth and Lansing locations
Private state chartered trust bank.
No loans or deposits. Comprehensive wealth management with total objectivity.
Fee based. Experienced attorneys, CFP's, CPA, Trust administrators, CFA a...
from Nov 2000
Education
1995 — 1996
1985 — 1987
1974 — 1978
Occupations
Executive
Co-Founder
Chief Executive Officer
Director
Chairperson
Accountant
Certified Public Accountant
Managers
Finance and Accounting Specialist
Senior Vice President
Founder
Chief Executive
Corporate Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Vice President
Skills
Wealth Management
Investment Advisory
Investments
Retirement Planning
Portfolio Management
Asset Allocation
Financial Planning
Estate Planning
Finance
Investment Strategies
Trusts
Loans
Mutual Funds
Estate Tax Planning
Small Business
Wealth
Equities
Asset Management
Series 7
Financial Services
Financial Analysis
Financial Planners
High Net Worth Individuals
Wealth Management Services
Investment Management
Life Insurance
Retirement
Fixed Annuities
Alternative Investments
Securities
Strategic Financial Planning
Insurance
401K
Private Banking
Series 63
Asset Managment
Long Term Care
Mortgage Lending
Values Based Leadership
FAQs about Gene Pickelman
What's the main profession of Gene Pickelman?
This professional's job is Co-Founder, Director and President and Chief Executive Officer
What are the main profession of Gene?
These person's professions are Executive and Co-Founder
Where does Gene Pickelman currently live?
Gene Pickelman lives in Saginaw, Michigan.
What is Gene Pickelman's email?
The professional's email is ge**@tristartrust.com and ge**@tri-starmall.com.
Where did Gene Pickelman work?
Gene Pickelman worked at Tri-Star Trust Bank, Citizens Bank Wealth Management NA.
Does Gene Pickelman have personal webpage or blog?
Gene Pickelman`s website is http://www.tristartrust.com.
Where has Gene Pickelman studied?
Gene studied at the ABA National Trust School from 1995 to 1996.
What is professional industry that Gene Pickelman worked in?
Gene works in Financial Services industry.