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Preparing for Gifting And Tax Planning Before 2023 Ends
It’s that time of year, during the holiday season, that we think about how gifting, both charitable and otherwise, can
Senior Client Relationship Specialist Team Lead - Treasury Management
Lisa Thomas was promoted in 2022 to Client Relationship Specialist Team Lead - Treasury Management. She has more than 15 years of experience in Personal Banking and Treasury Management. Lisa is an avid Wisconsin sports fan who also enjoys live music, being creative, and spending time with her family in northern Wisconsin.
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