Trusts & Estates

Traditional Bank	TRAD
Private Bank	PRIV
Community Bank	COMM
Brokerage Firm	BROK
Independent Trust Company	IND
Insurance Firm	INS
Investment	INV
Estate Planning Firm	EST

*Institutions may list more than one type of operation.

Trust Services*

Personal Trusts	P
Corporate (employee benefit) trusts	C

*Institutions may list more than one type of service.

Trust Department Personnel

Assistant Trust Officer	AssTrO
Compliance Officer/Manager	CompOff
Corporate Trust Officer	CorpTr
Employee Benefit Officer	EmpBen
Estate Planning Officer	EstPlOff
Insurance Program Manager	InsPrMgr
Insurance Sales Manager	InsSalMgr
Investment Program Manager	InvPrMgr
Overall Head of Trust Department	HdTrD
Personal Trust Officer	PersTr
Private Banking Officer	PrivBankOff
Trust Administrator	TrAdmin
Trust Council	TrConsl
Trust Data Processing	TrDP
Trust Investment Officer	TrInvO
Trust New Business/Marketing	TrNewBus/Mktg
Trust Operations Officer	TrOps
Wealth Management Officer	WlthMgtOff

A Note About the Assets Category:

Unless otherwise specified within directory listings, all figures in the assets category represent the total for the trust entity.

Not all listings will include figures under the following categories. Total Discretionary, Total Nondiscretionary, and Total Trust Assets. When in doubt about the accuracy of any figures, Trusts & Estates did not include them.

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