April Holland
Vice President & Senior Trust Officer at First International Bank & Trust | Phoenix, Arizona, United States
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April Holland serves as the Vice President & Senior Trust Officer at First International Bank & Trust, where she leverages her extensive experience in the banking industry to provide exceptional wealth management and trust services. With a strong background in securities, mutual funds, and retirement planning, April is adept at developing tailored financial strategies that meet the unique needs of her clients. Her promotion to this senior role underscores her commitment to excellence and her ability to drive new business development initiatives that enhance the bank's trust offerings.
In her current position, April leads key projects focused on optimizing trust operations and expanding the bank's investment portfolio. She is instrumental in conducting comprehensive business reviews that assess client needs and align them with appropriate investment strategies, including equities and fixed income products. Her expertise in establishing relationships has been pivotal in fostering trust and loyalty among clients, ensuring they receive personalized service and guidance throughout their financial journeys.
April's leadership skills are evident as she mentors junior staff and collaborates with cross-functional teams to enhance operational efficiencies. Her proficiency in tools like Microsoft PowerPoint allows her to present complex financial concepts in an accessible manner, facilitating informed decision-making for clients. As a strong advocate for retirement planning, she is dedicated to helping clients navigate their financial futures with confidence. With a keen understanding of the intricacies of wealth management, April Holland continues to make a significant impact at First International Bank & Trust, driving growth and delivering value to clients and stakeholders alike.
Vice President & Senior Trust Officer at First International Bank & Trust in September 2022 to Present
Trust Officer at First International Bank & Trust in November 2021 to September 2022
Corporate Trust Officer at National Bank of Arizona, Zions Bancorporation in October 2015 to November 2021
Customer Service Manager at Charles Schwab Retirement Business Services in August 2009 to October 2015
Personal Trust Client Service Associate-J P Morgan Wealth Management Group at JP Morgan Chase Bank N.A. in August 2005 to August 2009
Personal Trust Services Representative at BMO Harris Bank in December 2003 to August 2005
Trust Officer at Security Trust Company N.A. in November 2001 to July 2003
Broker Services Coordinator at JPMorgan Chase & Co. Formerly Bank One in October 2000 to August 2001
Individual Retirement Account Coordinator at SunAmerica Securties in April 1999 to September 2000
Account Services Representative for Individual Retirement Accounts at Desert Schools Federal Credit Union in February 1997 to April 1999
Insurance Claims and Fraud Investigator at Desert Schools Federal Credit Union in July 1994 to February 1997
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New Business Development
Microsoft PowerPoint
Project Management
Leadership
Communication
Problem Solving
Facilitation
Establishing Relationships
Business Reviews
Mutual Funds
Wealth Management
Investments
Portfolio Management
Equities
Securities
Retirement Planning
Retirement
Fixed Income
Banking
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Discover more about First International Bank & TrustWhat is April Holland email address?
Email April Holland at [email protected] and [email protected]. This email is the most updated April Holland email found in 2026.
How to contact April Holland?
To contact April Holland send an email to [email protected] or [email protected]. (updated on October 30, 2024)
What company does April Holland work for?
April Holland works for First International Bank & Trust
What is April Holland's role at First International Bank & Trust?
April Holland is Vice President & Senior Trust Officer
What is April Holland's Phone Number?
April Holland's phone (602) ***-*143
What industry does April Holland work in?
April Holland works in the Banking industry.
April Holland Email Addresses
April Holland Phone Numbers
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