Bb&T
Private Wealth Advisor
U.s. Bank Sep 2016 - Aug 2017
Private Banking Relationship Manager, the Private Client Group at Us Bank
Associated Bank Oct 2014 - Sep 2016
Private Banking Relationship Manager
Winnebago County Board Member Feb 1, 2010 - Oct 1, 2014
Vice President and Private Banking Manager
Bmo Harris Bank Apr 1, 2000 - Feb 1, 2010
Private Banking Relationship Manager and Vice President
Education:
University of Wisconsin - Madison 2012 - 2014
Judson University 2006 - 2008
Bachelors, Bachelor of Arts, Leadership
Rock Valley College 2004 - 2006
Associates, Associate of Arts, Business
Skills:
Wealth Management Leadership Banking Strategic Planning Financial Planning Estate Planning Strategic Financial Planning Finance Private Banking High Net Worth Individuals Credit Small Business Lending Portfolio Management Commercial Lending Risk Management Loans Commercial Banking Financial Analysis Consumer Lending Retirement Planning Cash Management Credit Analysis Investments Treasury Management Mortgage Lending Small Business Commercial Mortgages Credit Risk Cross Selling Financial Advisory Financial Risk Loan Origination Retail Banking Underwriting Securities Investment Advisory Relationship Management Wealth Management Services Financial Services Financial Structuring Management Customer Service Team Building Sales
Interests:
Social Services Children Economic Empowerment Education Poverty Alleviation Human Rights Arts and Culture Health
Tracy Richter of Campton Hills, Ill., west of Chicago, has two young boys and mostly follows the advice not to be fever-phobic, and not to grab the medicine bottle every time her kids feel a little warm. But Richter, 34, said the report is reassuring just the same.
Sara Collins Elementary School Greenville SC 1972-1973, Saint Anthony School Greenville SC 1973-1974, Our Lady of the Rosary School Greenville SC 1974-1981