Emily E. Heitman

Emily Heitman, CTFA, has a diverse professional background in banking, legal services, and customer service. With experience in relationship management, trust coordination, commercial lending, and client intake, Emily displays a strong commitment to providing exceptional customer service and maintaining accuracy and efficiency in their work. Emily's educational background includes a Master's Degree in Legal Studies with a Paralegal Certificate, complementing their hands-on experience in the legal field.