Trust and Investment Operations Specialist*
For over nine years, Kathy McQuaig has served as a Trust and Investment Operations Specialist with the Wealth Management Division of Citizens National Bank. Her duties include but are not limited to securities settlement and reconciliation, income collection and cash management functions.
Kathy is proficient in Microsoft Word and Excel. She has participated in IRA Compliance training and represents Citizens National Bank annually at our Trust Accounting Software Conference. Additionally, she has been the recipient of numerous Sales Support SuperStar Awards for her outstanding service to Citizens National Bank.
*Not affiliated with Raymond James.