Wanda Mounts, CTFA, ATFA, is an experienced Investment and Trust Services Relationship Manager. Wanda has over two decades of experience in trust administration, holding positions such as Vice President of Trust Administration and Personal Trust Specialist. Wanda holds a BS in Business Administration/Accounting from Shepherd University.
February, 2022 - present
Manager, Technology Change And Dealer Enablement at Caterpillar
Vice President, Performance Delivery at Fidelity
Head Of Learning Experience at Fidelity
Vice President Of Learning And Development at Teladoc Health
Director Learning Solutions, FMR India & Director Learning Experience, Asset Management at Fidelity
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