1st Summit Bank names senior wealth management business development officer | News
1st Summit Bank a short while ago announced the appointment of Angela Moffat as AVP and senior prosperity management business advancement officer, covering Westmoreland, Indiana and Somerset counties.
In this situation, Moffat will supply specialist assistance and progressive answers for the scheduling requirements of both of those people and businesses in retirement setting up, investment decision and insurance policies companies, training funding and personnel benefits. Regardless of whether anyone is wanting to retire comfortably, defend their property, glimpse for a far better return on financial commitment or save for school, her goal is to offer you realistic concepts and construct a system that prospects have assurance in.
Moffat has additional than 13 years of knowledge as a fiscal adviser, which involves investments, insurance policies and retirement planning. She is a registered agent of Infinex Investments Inc., and she retains a existence, incident and health insurance policies license as properly as Collection 6, 7, 63 and 66 registrations. Also, she is specified as a accredited retirement counselor.
“I am very fired up to have Angela sign up for our group,” claimed Domenic Cagliuso, senior vice president and belief & financial commitment companies supervisor. “She delivers these a sturdy blend of banking and economical advisory working experience, and I believe she will make a considerable influence in our community.”
Moffat serves on the board of directors for the Westmoreland Intermediate Device Foundation, which delivers supplemental assistance to learners, teachers and academic courses all over Westmoreland County. She also served with the Pennsylvania Army National Guard for nearly 10 several years.
She is a graduate of Indiana College of Pennsylvania with a Bachelor of Science in finance. Currently, she life in Ligonier with her partner and two little ones.
