Resumes
Resumes
Senior Vice President
View pageLocation:
Appleton, WI
Industry:
Financial Services
Work:
J.P. Morgan - Appleton, WI since Jul 2006
Vice President and Senior Private Banker
Associated Bank 2000 - 2006
SVP and Regional Trust Manager
Wells Fargo May 1996 - Aug 2000
Vice President and Regional Manager
First Interstate Bank, AZ 1995 - 1996
AVP and Business Development Officer
Norwest Bank, AZ Jan 1992 - Jul 1995
Assistant Vice President
Vice President and Senior Private Banker
Associated Bank 2000 - 2006
SVP and Regional Trust Manager
Wells Fargo May 1996 - Aug 2000
Vice President and Regional Manager
First Interstate Bank, AZ 1995 - 1996
AVP and Business Development Officer
Norwest Bank, AZ Jan 1992 - Jul 1995
Assistant Vice President
Education:
University of Iowa 1981 - 1985
B.B.A., Finance
B.B.A., Finance
Skills:
Series 7
Series 9
Series 10
Series 24
Series 53
Series 63
Series 65
Investment Advisory
Wealth Management Services
Trust Management
Investment Management
High Net Worth Individuals
Retirement Planning
Wealth Management
Financial Advisory
Portfolio Management
Sales Management
Asset Allocation
Private Banking
Affluent
Fiduciary Services
Series 9
Series 10
Series 24
Series 53
Series 63
Series 65
Investment Advisory
Wealth Management Services
Trust Management
Investment Management
High Net Worth Individuals
Retirement Planning
Wealth Management
Financial Advisory
Portfolio Management
Sales Management
Asset Allocation
Private Banking
Affluent
Fiduciary Services
Interests:
Music Festivals
Cooking
Iowa Hawkeye Sports
50'S Era Jazz (Miles and 'Trane)
Cooking
Iowa Hawkeye Sports
50'S Era Jazz (Miles and 'Trane)