First Western Trust
Carrie Soto is an experienced professional in investment operations and data services, currently serving as an Investment Operations Analyst II at First Western Trust since November 2017. Prior experience includes roles as a Data Services Analyst at Envestnet, Inc. and Project Coordinator at Kaiser Permanente, along with various positions in claims analysis, accounts payable, and administrative support. Carrie holds a Bachelor of Science in Human Development and Family Studies from Colorado State University and an Associate of Applied Science in Information Technology from National American University.
First Western Trust
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First Western Trust strives to be the best private bank and trust company for the Western wealth management client, providing comprehensive tailored solutions and access to a local team of experts. With over $6 billion in affiliated assets under management or advice, First Western offers a unique combination of institutional quality investment management and a variety of financial services including wealth planning, investment management, private banking, personal trust, philanthropic services, retirement consulting, insurance and mortgage services. Built specifically for the new economies of the West, the firm has offices in Arizona, California, Colorado and Wyoming.