Jeannie Fanning serves as Peak Trust Company’s Fiduciary Team Manager, overseeing all fiduciary administration operations company-wide. She assumed this vital leadership role in 2023. Jeannie manages a large team responsible for all daily trust administration functions and processes across the organization.
In her role, Jeannie focuses on continuous improvement by assessing current processes and systems and implementing increased automation, task consolidation, compliance controls and staff training. Her oversight maintains strict adherence to security protocols while also driving efficient account administration. As Fiduciary Team Manager, Jeannie leverages her experience to lead cross-functional teams, ensure seamless coordination between fiduciary officers and operation staff, implement technology solutions to streamline operations, and develop best practices for account and client management.
Jeannie brings over 15 years of experience managing workflows, performance evaluation and process optimization from previous healthcare administration roles. Her background also includes expertise in organizational change management during periods of rapid scaling or integration of new technology.
Jeannie holds a Bachelor of Arts degree in Counseling Psychology from Alaska Pacific University. Her team leadership and process improvement skills have quickly aligned fiduciary administration capabilities with Peak Trust Company’s rapid growth.
