About
Wendy is a Business Development Officer for Washington Trust Bank’s Wealth Management & Advisory Services, working with high-net-worth individuals, families, business owners, and nonprofits in Spokane and throughout the Pacific Northwest. She has more than 25 years of experience in banking, investments, trusts and estates, legacy planning, and philanthropy, providing exceptional wealth plans for our prospective and existing clients.
Wendy began her career working in investments in New York City with Chase’s Private Wealth Management group and has been a trusted partner and steward for high-net-worth clients ever since. She also worked at US Bank, Wells Fargo, and most recently with Coldstream and Laird Norton.
As part of your wealth management solution, Wendy works closely with investment managers, legal and tax advisors, trust officers, private bankers, commercial lenders, and more.
Wendy provides collaboration and excellence to bring meaningful change to the lives of our clients, their families, businesses, and our community.
Areas of Expertise
- Business Development
Professional Affiliations
- Northwest Exit Planning Association — Member
- Spokane Estate Planning Council — Member
Education
- MBA, Seattle University
- BA, University of Washington
