|
Amy Materasso
Client Relationship Manager
Amy joined TSS after successfully establishing and running her own business for six years.
Her responsibilities include posting all traded security income, mutual fund and sweep income.
She also handles the free receipt and delivery requests for our clients. Amy's work ethic and
attention to detail is a critical factor in her success and TSS has benefited greatly by her
entrepreneurial skills. She is recently married and currently resides in Westminster, Colorado.
Email: amy@trustops.com
Robin Moyer
Client Relationship Manager
Robin has worked in the Trust industry for over ten years. Her experience includes operational
support, investment management and was found of Legacy Trust of Harrisburg, PA prior to its
acquisition by First National Bank. Robin has a hands on approach to working with clients
and enjoys helping others maximize efficiencies with the proper use of technology.
Her banking background offers a keen insight to regulatory issues and she works all the
TSS staff to ensure that we are up to date on compliance issues. Robin has experience on both
Trust/Rite as well as the SunGard Charlotte system.
Email: robin@trustops.com
Carrie L. Jones
Client Relationship Manager
Carrie is a native of Topeka and a graduate of Washington High School in Kansas City, Kansas. She is a
graduate of Kansas City, Kansas Community College. For thirteen years she worked in operations in a local
bank in Topeka before joining TSS in 1993. She is a graduate of the Canon Financial School-Trust
Operations Course and has completed several AIB and School of Banking courses. She is now a Client
Relationship Manager for administration and Correspondent Banks.
Email: cjones@trustops.com
|