Gretchen Grau has been with Peak Trust Company since 2012 and currently serves as Senior Operations Specialist in Peak’s Alaska office. In this role, Gretchen is responsible for cash management and balancing, processing electronic transactions for incoming and outgoing distributions, processing trades, and posting transactions to client accounts. In addition to her fiduciary operations role, Gretchen is a contributing member of Peak’s Operations Technology Steering Committee, a subcommittee of the firm’s trust committee focused on the continuous improvement of Peak’s operational excellence through the adoption of technology.
Prior to joining Peak, she worked in office management for over 10 years. Gretchen brings a broad range of experience in business administration and operations to her role.
Gretchen earned her Certified Securities Operations Professional (CSOP) and Certified Trust Operations Professional (CTOP) designations from the Cannon Financial Institute.