Kathy Klein, CISP

Trust Officers
Written By Shelly Morse

Kathy Klein, CISP

Trust Officer

Kathy has over sixteen years of experience in IRA operations, custodial and administrative services including working with those individuals who desire to Self-direct the investment of retirement funds into alternative assets. She is currently the head of the IRA department at Premier Trust.

Education: Kathy received her Certified IRA Services Professional Certification (CISP) designation from the Insitute of Certified Bankers (ICB), a subsidiary of the American Bankers Association.

Shelly Morse
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