First Northern Bank has announced the promotion of Chris Ann Bachtel to senior vice president/manager of the asset management and trust department in downtown Sacramento.
As founding manager, she oversees compliance, portfolio management, administration, operations and business development for trust and investment management account relationships. She has been with First Northern Bank for 11 years.
Bachtel has a long history of civic involvement. She is a member of the board of the Crocker Art Museum and sits on its Finance and Planned Giving Committees as well as the Planned Giving Committee of the Catholic Foundation of the Diocese of Sacramento. She serves on the board of directors of the Sutter Club and chairs its membership committee.
She also is a member of the Sacramento Rotary Club and former treasurer of its foundation; member of the Sacramento Estate Planning Council; member of the Sacramento County Bar, Probate Section; member of the Editorial Review Board of Kennedy Sinclair, a provider of technical bulletins and periodicals for estate planners; and a member of Sutter Hospital Heritage Advisors.
Bachtel also is a member of the Marguerite Home Foundation Board where she serves as secretary and is a founding member of the Philanthropic Advisors Forum, formed under the auspices of the Sacramento Region Community Foundation.
She is a former director for BloodSource and served on their Pension Committee. She is a former director of the El Dorado Community Foundation and former chairperson of their Planned Giving Committee and Asset Development Committee.
Bachtel earned her bachelor’s degree from Wake Forest University in Winston-Salem, N.C. In addition, she received the professional designation of certified financial planner in 1991, and in 1997 she became a certified trust and financial adviser and an accredited asset management specialist. She received her series 7, 63 and 65 securities licenses through the National Association of Securities Dealers in 1999.
Prior to joining First Northern, Bachtel Ann served as private client manager and senior trust officer for Wells Fargo Bank. From 1992 to 1999, she was vice president for Bank of the West, serving as an administrator and trust business development officer. In 1988 she was trust and investment services officer for Santa Barbara Bank and Trust and was responsible for business development for private asset management and charitable trust accounts.
She began her trust career at Wells Fargo Bank, Santa Barbara, in 1983.
She resides in Sacramento.
First Northern has 10 full service branches in the Davis/Sacramento region, including a branch at 434 Second St. For more information, visit www.thatsmybank.com.