Colgan joins CNB&T as Vice President and Senior Trust Officer.CUPERTINO, Calif.--(BUSINESS WIRE)--July 20, 1995--Cathleen Colgan has joined Cupertino National Bank & Trust (CNB&T) as vice president and senior trust officer. Previously vice president and trust officer at University Bank & Trust in Palo Alto Palo Alto, city, California Palo Alto (păl`ō ăl`tō), city (1990 pop. 55,900), Santa Clara co., W Calif.; inc. 1894. Although primarily residential, Palo Alto has aerospace, electronics, and advanced research industries. , Colgan will be responsible for administering personal trust accounts at CNB&T, including living and testamentary trusts, conservatorships, estates, and agency accounts. Before her stint at University Bank & Trust, Colgan was a trust officer with Wells Fargo Wells Fargo armored carriers of bullion. [Am. Hist.: Brewer Dictionary, 1147] See : Protectiveness Wells Fargo company that handled express service to western states; often robbed. [Am. Hist. Bank in Palo Alto. She is a graduate of Foothill Community College, and holds a certified financial planner Certified Financial Planner (CFP) A person who has passed examinations accredited by the Certified Financial Planner Board of Standards, showing that the person is able to manage a client's banking, estate, insurance, investment, and tax affairs. credential from the College for Financial Planning Financial planning Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future performance against in Denver. Cupertino National Bank & Trust is the second largest locally owned bank headquartered in Silicon Valley, with more than $230 million in assets and offices in Palo Alto, San Jose San Jose, city, United States San Jose (sănəzā`, săn hōzā`), city (1990 pop. 782,248), seat of Santa Clara co., W central Calif.; founded 1777, inc. 1850. and Cupertino. The bank's trust department manages more than $160 million in fiduciary assets. CONTACT: Cupertino National Bank & Trust, Cupertino C. Donald Allen, 408/725-2301 |
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