As trust operations officer at Legacy, Suzanne Dennis manages the daily operational tasks involving oversight of account and asset reconciliations. Prior to joining Legacy, she was a client service associate with JPMorgan Private Wealth Management and Wells Fargo Private Wealth Management. Suzanne has more than 20 years of experience in the financial services industry.
Away from the office, Suzanne plans her personal schedule around being active outdoors, where she plays golf, tennis, or volleyball. She incorporates exercise into her work day by spending lunch hours walking a couple of miles around the neighborhood adjacent to the office. She also bikes, rides horses, and takes vacations to hike in picturesque locations. When in the kitchen, Suzanne experiments with contemporary food recipes that require healthy ingredients and loves to share her creations with courageous taste-testers. As an avid dog owner, Suzanne is a long-time volunteer at the Fox Valley Humane Association.
Friendly and thoughtful, Suzanne educates clients on how to navigate Legacy’s online account system so they can take advantage of the variety of designed features. In her supervisory role in trust operations, Suzanne is responsible for creating and monitoring procedures that ensure regulatory compliance and promote efficient processing. With a combination of a systematic work style and her meticulous attention to details, Suzanne provides sound leadership to our team of operations professionals.
Supporting Suzanne with trust operations is Sarah L. Brown, Trust Support Services Assistant. Sarah provides both administrative and operational support to our organization. Her work focuses on many of the daily processes required for account servicing and her meticulous accuracy and attention on procedures aid in the efficiency of our operations area. She has an Associate Degree in Administrative Management and has over 15 years of administrative experience in various industries ranging from health care to transportation. Sarah can be reached at 920.967.5062.