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Mason City (641)423-1600 Change Location

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2601 4th Street SW
Mason City, IA 50401

Tel.(641)423-1600

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Home Blog First Citizens Trust Operations Specialists Attain Designation

First Citizens Trust Operations Specialists Attain Designation

First Citizens Wealth Management is pleased to announce that Trust Operations Specialists’ Amanda Berding, Teresa Shaw, Steve Rowlet and Cheryl Rottinghaus have completed the requirements to attain the Accredited Trust Operations Professional Designation awarded through Accutech University, a division of Accutech Systems Corporation, in cooperation with the Fiduciary Education Center. The coursework includes fiduciary law and administration; income and estate tax; operations functions; compliance and other regulatory information.

“We are proud of the accomplishment of our Operations team in successfully completing the coursework and exam required to attain this designation. We value continuing education to meet the needs of our direct clients and those clients we serve through operations outsourcing services.” stated Nicole Rognes Olson, Chief Wealth Management Officer.

About First Citizens Wealth Management
First Citizens Wealth Management, a division of First Citizens Bank, has offices in Mason City and Charles City, Iowa. They serve clients by helping plan, grow and protect their legacies across generations through offering fiduciary services. They also offer outsourced operations services to other Trust Departments handling “back office” tasks on their behalf. Their current Assets Under Administration is over 600 million with an additional 400 million in outsourced operations assets.  

For more information about First Citizens Wealth Management, click here or call 641-422-1600. 

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