Profil
Ms. Cory began her career with Davidson Trust Co. in 1974.
She left her position as Vice President and Trust Officer in 1990 to become co-owner of Bill & Jo’s Westside Grocery.
Wanting to reenter the financial world again, Jo Ann assumed the position of Head Teller Supervisor for the Russell Federal Credit Union in 1991.
She resumed the position of Personal Trust Officer at Davidson Trust Co. in October of 2002, and has brought her full circle.
Ms. Cory has attended University of Morris, Minnesota, taken numerous AIB classes, as well as taught one on Older Bank Customers and holds a certificate as a Financial Paraplanner.
Ms. Cory has seen many changes in the company as it has grown over the years and is very pleased to have the opportunity to use all of the knowledge she has compiled to assist current and future clients.
Anciens postes connus de JoAnn Cory
| Sociétés | Poste | Fin |
|---|---|---|
D.A. Davidson Trust Co.
 D.A. Davidson Trust Co. Investment ManagersFinance D.A. Davidson Trust Co. is the trust and wealth management arm of the Davidson Companies. The firm is headquartered in Great Falls, Montana. | Corporate Officer/Principal | 31/12/2010 |
Expériences
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Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
D.A. Davidson Trust Co.
D.A. Davidson Trust Co. Investment ManagersFinance D.A. Davidson Trust Co. is the trust and wealth management arm of the Davidson Companies. The firm is headquartered in Great Falls, Montana. | Finance |
