Capital First Trust Company
Jodi K. Wilde has extensive experience in various administrative roles spanning from securities trading to leasing consulting. Currently working as a Trust Case Administrative Assistant at Capital First Trust Company, Jodi previously held positions such as Business Support Specialist at Willis Towers Watson and Securities Trader/Portfolio Administrator at Campbell Newman Asset Management, Inc. Jodi has a background in accounting and mailroom administration, with a solid educational foundation from Muskego High School.
Capital First Trust Company
Capital First Trust Company is an independent South Dakota chartered trust company. We serve as trustee and trust administrator for Settlement Trusts and Advisor Directed Trusts. Capital First administers over 1,450 trusts, including over 250 Special Needs Trusts, throughout the country. Our mission is to provide our beneficiaries with exceptional trust administration and customer service. The hallmark of Capital First's approach to superior customer service is the assignment of a dedicated Trust Officer to each beneficiary. Each beneficiary develops a personal relationship with their Trust Officer and as a result the Trust Officer can better serve that client in a more personalized fashion.