Trust Case Manager
Rich Comp is a Case Manager in our Milwaukee office. In his role, he works closely with Financial Representatives and their teams to assess clients’ trustee needs. He walks them through the initial stages and the account onboarding process to achieve a seamless transition for trust clients.
Prior to joining Capital First, Rich spent over 25 years in the financial services industry in operations, trust administration and investment client services. He is accomplished in delivering exceptional service and building strong, long lasting relationships. He graduated from Carroll University with a Bachelor of Science in Finance and has attended numerous courses at the Cannon Financial Institute.
Rich enjoys the outdoors, especially while riding either his bicycle or his Harley Davidson motorcycle.