Trust Case Administrative Assistant
Jodi Wilde provides assistance to our case management team. Jodi is responsible for setting up accounts, initial trust distributions, and recording specialty assets. She also handles investment paperwork, client communications, and new trust account informational packets.
Jodi has over 15 years of experience providing extensive administrative support in the financial services industry. Prior to joining Capital First, she served in a variety of positions in trust services, asset management, and risk management.
In her free time, Jodi enjoys the antics of her 2 cats, Cloe and Fozzie. During the summer, most nice weekends are spent at Six Flags riding coasters.