Mr [redacted] is a client of the trust department who has repeatedly asked for his account to be assigned to a “male trust officer.” While we do reassign clients to other trust administrative officers when there is a mismatch of personalities, we do not assign clients to administrative officers based on their race, gender, ethnicity, etcAdditionally, we have no male administrative trust officers on our staffMr [redacted] may certainly work with his Trust Protectors to find a new trustee, if he so chooses MARTHA W [redacted] ***, CTFA | VICE PRESIDENT FIDUCIARY COMPLIANCE Edison Lakes Parkway, Suite · Mishawaka, IN p: · x f: w: trustinmutual.com
Mr. [redacted] is a client of the trust department who has repeatedly asked for his account to be assigned to a “male trust officer.” While we do reassign clients to other trust administrative officers when there is a mismatch of personalities, we do not assign clients to administrative officers based...
on their race, gender, ethnicity, etc. Additionally, we have no male administrative trust officers on our staff. Mr. [redacted] may certainly work with his Trust Protectors to find a new trustee, if he so chooses. MARTHA W[redacted], CTFA | VICE PRESIDENT FIDUCIARY COMPLIANCE 4100 Edison Lakes Parkway, Suite 300 · Mishawaka, IN 46545 p: 574.273.7611 · 800.382.8031 x 7611 f: 574.273.7811 w: trustinmutual.com
Mr [redacted] is a client of the trust department who has repeatedly asked for his account to be assigned to a “male trust officer.” While we do reassign clients to other trust administrative officers when there is a mismatch of personalities, we do not assign clients to administrative officers based on their race, gender, ethnicity, etcAdditionally, we have no male administrative trust officers on our staffMr [redacted] may certainly work with his Trust Protectors to find a new trustee, if he so chooses MARTHA W [redacted] ***, CTFA | VICE PRESIDENT FIDUCIARY COMPLIANCE Edison Lakes Parkway, Suite · Mishawaka, IN p: · x f: w: trustinmutual.com
Mr. [redacted] is a client of the trust department who has repeatedly asked for his account to be assigned to a “male trust officer.” While we do reassign clients to other trust administrative officers when there is a mismatch of personalities, we do not assign clients to administrative officers based...
on their race, gender, ethnicity, etc. Additionally, we have no male administrative trust officers on our staff. Mr. [redacted] may certainly work with his Trust Protectors to find a new trustee, if he so chooses. MARTHA W[redacted], CTFA | VICE PRESIDENT FIDUCIARY COMPLIANCE 4100 Edison Lakes Parkway, Suite 300 · Mishawaka, IN 46545 p: 574.273.7611 · 800.382.8031 x 7611 f: 574.273.7811 w: trustinmutual.com