Resumes
Resumes
Lead Director, Private Client Services
View pageLocation:
1107 west 4Th St, Spencer, IA 51301
Industry:
Investment Management
Work:
Northwest Bank Apr 2016 - Jan 2017
Wealth Advisor
First National Bank of Colorado Apr 2016 - Jan 2017
Lead Director, Private Client Services
Bank Midwest, One Place Apr 2003 - Feb 2016
Senior Vice President and Wealth Management President
Bankers Bank 1998 - 2003
Vp-Osj Registered Principal
Wealth Advisor
First National Bank of Colorado Apr 2016 - Jan 2017
Lead Director, Private Client Services
Bank Midwest, One Place Apr 2003 - Feb 2016
Senior Vice President and Wealth Management President
Bankers Bank 1998 - 2003
Vp-Osj Registered Principal
Education:
Aba Graduate Trust School 2015 - 2019
Arizona State University 1980 - 1985
Bachelors, Bachelor of Science, Business Winterset Senior High School 1980
Arizona State University 1980 - 1985
Bachelors, Bachelor of Science, Business Winterset Senior High School 1980
Skills:
Estate Planning
Succession Planning
Wealth Preservation Planning
Wealth Management Services
Wealth Management
Investment Advisory
Succession Planning
Wealth Preservation Planning
Wealth Management Services
Wealth Management
Investment Advisory
Interests:
Exercise
Home Improvement
Reading
Shooting
Gourmet Cooking
Sports
Home Decoration
Health
Cooking
Electronics
Outdoors
Education
Fitness
Kids
Medicine
Diet
Travel
Social Services
Traveling
Home Improvement
Reading
Shooting
Gourmet Cooking
Sports
Home Decoration
Health
Cooking
Electronics
Outdoors
Education
Fitness
Kids
Medicine
Diet
Travel
Social Services
Traveling
Languages:
English
Certifications:
Certified Trust and Financial Advisor (Ctfa)
Icb
Icb