920 SW 6th Ave
Portland, Oregon
97204-1239
503-778-7061
csmith@watrust.com
  Cheri L. Smith
Wealth Management & Advisory Services Relationship Manager

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.

She earned a Bachelor of Arts, Economics, with an emphasis in Business and Accounting from the University of California, Irvine.

 

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»  Michelle Castano Garcia
»  Gisel Hillner
»  Edward R. Kluss
»  Rorie T. Leone
»  David L'Roy
»  Cheri Smith
»  Anne van der Linden
»  Jerry Ward
»  Linda Williams



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