Cheri L. Smith
Wealth Management and Advisory Services Relationship Manager
- B.A., Economics, University of California, Irvine
As a trust administrator, Cheri represents Washington Trust Bank in its capacity as trustee on revocable and irrevocable trusts, as agent or custodian in investment management or custodial relationships and as personal representative on estates. Her duties require a high level of knowledge in complex trust administration and probate procedures, federal and estate tax laws, personal finance, investment management, insurance and estate planning.
Cheri has over 15 years of experience in the Financial Services Industry; beginning as a Control Accountant and working her way up to positions that include Internal Auditor, Shareholder Tax Analyst and Senior Trust Operations Specialist.