Brendan William Freeman

President, Trust And Investments

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Location:

w151n7314 Paseo Ln, Menomonee Falls, WI 53051

Industry:

Financial Services

Work:

First Business
President, Trust and Investments
Regions Bank Jan 2015 - May 2018
Regional Wealth Executive
Regions Bank Apr 2013 - Aug 2015
Midwest Area Wealth Executive
Enterprise Bank & Trust Mar 2009 - Mar 2013
President - Private Banking and Advisory Services - Enterprise Trust Company
U.s. Trust 2001 - 2009
Private Client Advisor

Education:

Washington University In St. Louis - Olin Business School 2004 - 2006
Master of Business Administration, Masters Marquette University
Bachelors, Bachelor of Science, Finance

Skills:

Wealth Management
Private Banking
Banking
Financial Services
Finance
Investments
Portfolio Management
Estate Planning
Loans
Commercial Lending
Financial Analysis
Investment Management
Asset Management
Investment Advisory
Asset Allocation
Risk Management
Retirement Planning
Strategic Financial Planning
Financial Planning
Strategy
Sales Management
Credit Analysis
Insurance
Coaching
Financial Advisory
Mortgage Lending
Commercial Mortgages
Small Business Lending
Wealth
Cash Management
Retail Banking
Equities
Long Distance Running
Series 7
Wealth Management Services
Loan Origination
Securities
Mergers and Acquisitions
Private Equity
Treasury Management
Collaboration
Lines of Credit
Partnering

Brendan Freeman

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Brendan Freeman

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Brendan Freeman

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Location:

United States