Lori A. Fernandes serves as Vice President and Trust Officer. She joined Coastline Trust Company in January 2017 after a nearly forty-year career in the trust business at other Rhode Island businesses. She assists the Chief Fiduciary Officer address the needs of the Trust Company’s high net worth clientele through the utilization of her deep trust administration experience and excellent client service skills. She also plays a key role in the area of trust operations.
Education & Training:
New England School of Banking @ Williams College- Certificate of Graduation, June 1989
Canon Trust School I, II, and III- Completed November 2004
Certified Trust and Financial Advisor (CTFA)- Certificate Received November 2004