Heather Maloney, CTFA in

Heather Maloney, CTFA

Energizer · DISC type I
Trust Officer at Ephrata National Bank
📍 Lancaster County, Pennsylvania, United States

Heather Maloney is an Assistant Vice President and Trust Officer at Ephrata National Bank, bringing over 15 years of experience in financial services and wealth management. She holds a B. S. in Business Administration from Elizabethtown College and is a Certified Trust and Fiduciary Advisor (CTFA).

She is an active leader in her professional community, serving as a board member for the Risk Management Association (RMA) of the South Central PA Chapter. This role allows her to connect with and mentor other professionals in the financial industry.

Heather is the Young Professionals Chair for the local Risk Management Association chapter, demonstrating her commitment to fostering new talent.

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Experience
8 Years
Current Role
Trust Officer
Location
Lancaster County, Pennsylvania, United States
Personality Overview

How Heather shows up

Informal
Enthusiastic
Relationship Oriented

Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are really good at seeing what the long-term impacts of their decisions could be. They are friendly, approachable and love to make new connections.

Priorities

Topics Heather cares about

Trust & Fiduciary Services
As a Certified Trust and Fiduciary Advisor (CTFA) and Trust Officer, this is the core of her professional expertise and responsibilities.
Wealth Management
Her career history, including a prior role at Domani Wealth, shows a long-standing focus on helping clients manage their financial future.
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Career

Work history

5-2018
Trust Officer
Ephrata National Bank
7-2017 - 5-2018
Executive Assistant
Domani Wealth
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education

Heather has no verified education history

Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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