Resumes
Resumes
Officer Wealth Advisor
View pageLocation:
5403 70Th St, Kenosha, WI 53142
Industry:
Financial Services
Work:
Johnson Financial Group
Officer Wealth Advisor
Johnson Financial Group Oct 2015 - Mar 2019
Fiduciary Trust Specialist
Bmo Harris Bank Jul 2012 - Oct 2015
Client Consultant
M&I Wealth Management 2005 - 2012
Assistant Trust Administrator
Jpmorgan Chase & Co. 2002 - 2005
Sales and Service Associate
Officer Wealth Advisor
Johnson Financial Group Oct 2015 - Mar 2019
Fiduciary Trust Specialist
Bmo Harris Bank Jul 2012 - Oct 2015
Client Consultant
M&I Wealth Management 2005 - 2012
Assistant Trust Administrator
Jpmorgan Chase & Co. 2002 - 2005
Sales and Service Associate
Education:
Carthage College 2004 - 2004
University of Wisconsin - La Crosse 1999 - 2002
Bachelors, Bachelor of Science, Communication, Communication Studies, Political Science Concordia University - Wisconsin
Master of Business Administration, Masters, Finance
University of Wisconsin - La Crosse 1999 - 2002
Bachelors, Bachelor of Science, Communication, Communication Studies, Political Science Concordia University - Wisconsin
Master of Business Administration, Masters, Finance
Skills:
Wealth Management
Trust Services
Due Diligence
Portfolio Management
Financial Services
Trust Services
Due Diligence
Portfolio Management
Financial Services
Certifications:
Certified Trust and Financial Advisor