U.S. Bank Wealth Management

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U.S. Bank Wealth Management Employees

Employee
Years
Job
Industry
Jorgen Gustafson Jorgen Gustafson Portland, Oregon Area Details
Jorgen Gustafson's U.S. Bank Wealth Management Experience January 2014 - Present
Job Vice President, Institutional Portfolio Manager at U.S. Bank Wealth Management
Industry Financial Services
Experience
U.S. Bank Wealth Management   January 2014 - Present
U.S. Bank Private Client Reserve   October 2012 - January 2014
Morgan Stanley Smith Barney  January 2012 - September 2012
Morgan Stanley Smith Barney  May 2007 - March 2012
First Tee of South Puget Sound   November 2010 - January 2012
Startup Solutions   August 2003 - March 2006
Collegiate Entrepreneurs Organization  August 2003 - December 2005

Skills
Investments, Portfolio Management, Wealth Management, Alternative Investments, Asset Management, Strategic Financial..., Mutual Funds, Financial Services, Entrepreneurship, Business Development, Equities, Investment Management, Finance, Financial Advisory, Small Business, Management, Venture Capital, Asset Managment, Fixed Income, Asset Allocation, Wealth Management..., Consulting, Due Diligence, Start-ups, Mergers & Acquisitions, Series 7, Investment Strategies, Recruiting, Private Equity, Public Speaking, Emotional Intelligence

Education
Boise State University   2000 — 2005
BA, Management- Leadership/Entrepreneurship

Eastlake High School   1996 — 1999

Becky Walen, AFC, CFP, M.S. Becky Walen, AFC, CFP, M.S. Fargo, North Dakota Area Details
Becky Walen, AFC, CFP, M.S.'s U.S. Bank Wealth Management Experience March 2005 - July 2011
Job Senior Wealth Management Advisor | Financial Planning | Philanthropic Solutions | Investment Management
Industry Financial Services
Experience
Bell State Bank & Trust  December 2013 - Present
U.S. Bank Institutional Trust & Custody   July 2011 - December 2013
U.S. Bank Wealth Management   March 2005 - July 2011
American Family Insurance  2004 - 2005
CU Companies  2003 - 2004
Thrivent Financial  1997 - 2003

Skills
Portfolio Management, Financial Services, Wealth Management, Investments, Asset Management, Leadership, Investment Management, Asset Allocation, Business Development, Relationship Management, Risk Management, Holistic Financial..., Portfolio Analytics, Insurance, IRAs, Strategic Financial..., Financial Planning, Management, Finance, Philanthropy, Nonprofits

Education
Augsburg College
Public Relations, Advertising, and Applied Communication

North Dakota State University
Master's Degree, Financial Planning

University of Mary
Bachelor's Degree, Management

University of Minnesota-Duluth
Psychology Communications

Jeni Jonett Jeni Jonett Greater Minneapolis-St. Paul Area Details
Jeni Jonett's U.S. Bank Wealth Management Experience June 2015 - Present
Job PR and Social Media Specialist
Industry Public Relations and Communications
Experience
U.S. Bank Wealth Management   June 2015 - Present
Brandpoint  July 2008 - April 2015
Marshfield News Herald  2003 - 2008
North English Record   2000 - 2003

Skills
Social Media, SEO, Editing, Blogging, Online Advertising, Copywriting, Public Relations, Social Media Marketing, Copy Editing, Marketing Communications, Digital Media, Facebook, Press Releases, Journalism, Social Networking, Newspaper, Advertising, Content Development, Media Relations, Digital Marketing, Marketing, Writing, Content Management, Content Strategy, Newspapers, Online Marketing, Leadership, Marketing Strategy

Education
University of St. Thomas
Mini Master's of Marketing Management, Marketing/Marketing Management, General

Drake University
Bachelor's in Journalism, Journalism -- Magazines and Newspapers

Bill Titcomb Bill Titcomb Kansas City, Missouri Area Details
Bill Titcomb's U.S. Bank Wealth Management Experience August 2006 - July 2011
Job Vice President Citizens Bank & Trust
Industry Investment Management
Experience
Citizens Bank & Trust Wealth Management   February 2012 - Present
U.S. Bank Wealth Management   August 2006 - July 2011
A. G. Edwards & Sons   June 2003 - August 2006

Skills
Trust Services, Investments, Investment Strategies, Financial Analysis, Commercial Banking, Commercial Lending, Investment Products, Charitable Trusts, Charitable Giving..., Customer Engagement, Team Building, Client Development, Risk Management, Group Presentations, Retirement Planning, Asset Allocation, Estate Planning, Community Involvement, 401k Rollovers, Mutual Funds, Fixed Income, Stocks, Employee Retirement..., Wealth Preservation..., Credit Risk, Financial Advisory, Investment Management, Financial Services, Securities, Finance, Portfolio Management, Business Development, Small Business, Loans, Credit, Small Business Lending, Leadership, Relationship Management, Mortgage Lending, Management, Credit Analysis, Wealth

Education
Missouri Western State University   1980 — 1982
Business Management

University of Missouri-Columbia   1978 — 1980
Marketing/General Studies

Jill Whittaker, CFP® Jill Whittaker, CFP® Portland, Oregon Area Details
Jill Whittaker, CFP®'s U.S. Bank Wealth Management Experience September 2005 - Present
Job Senior Product Manager at U.S. Bank
Industry Investment Management
Experience
U.S. Bank Wealth Management   September 2005 - Present
French American International School  2000 - 2005
Landrey & Hunt Public Relations   1995 - 2000
U.S. Bank   1987 - 1995

Skills
Product Management, Product Marketing, Cross-functional Team..., Project Management, Competitive Analysis, CRM, Public Relations, Marketing Strategy, Mutual Funds

Education
University of Oregon
B.S., Political Science and Government

Joseph Miller, CFP®, CPWA® Joseph Miller, CFP®, CPWA® Richmond, Virginia Area Details
Joseph Miller, CFP®, CPWA®'s U.S. Bank Wealth Management Experience February 2015 - Present
Job Head of Financial Planning at U.S. Bank
Industry Financial Services
Experience
U.S. Bank Wealth Management   February 2015 - Present
MoneyGuidePro (PIEtech, Inc.)   September 2009 - January 2015
UBS AG, Zurich, Switzerland   August 2007 - August 2009
UBS Wealth Management  April 1999 - August 2007
Citicorp Investment Services  1997 - 1999
Financial Planning Associates, Inc and Asset Allocation Securities Corp.   1993 - 1997
Ameriprise Financial Services, Inc. (IDS Financial Planning Services)   1990 - 1993

Skills
Wealth Management, Strategic Financial..., Operational Risk..., Enterprise Software, Finance, Financial Advisory, Wealth, Risk Management

Education
Cornell University   1986 — 1990
BS, Applied Economics and Business Management

College for Financial Planning
CFP Professional Education Program

University of California, Berkeley, Haas School of Business
Center for Executive Development, CIMA - IMCA Certified Investment Management Analyst Program

University of Pennsylvania - The Wharton School
SIMFA, Securities Industry Institute

Stephanie K. Schweiger, JD Stephanie K. Schweiger, JD Saint Paul, Minnesota Details
Stephanie K. Schweiger, JD's U.S. Bank Wealth Management Experience April 2006 - October 2008
Job Major Gifts Manager at Minneapolis Institute of Arts
Industry Fund-Raising
Experience
Minneapolis Institute of Arts  July 2013 - Present
Convent of the Visitation  June 2012 - June 2013
The Saint Paul Foundation  March 2010 - June 2012
U.S. Bank Wealth Management   April 2006 - October 2008
U.S. Bank - Private Client Group   May 2000 - April 2006
U.S. Bank (F/K/A First Bank)   October 1996 - May 2000

Skills
Philanthropy, Planned Giving, Non-profits, Fundraising, Volunteer Management, Annual Giving, Program Development, Community Outreach, Event Planning, Capital Campaigns, Stewardship, Public Speaking, Strategic Planning, Board Development, Event Management, Prospect Research, Research, Foundations

Education
Hamline University School of Law   2003 — 2007
J.D.

Loyola University Chicago   1992 — 1996
B.A, Political Science & Philosophy

Visitation   1987 — 1992

Monique Trageser Monique Trageser Greater Minneapolis-St. Paul Area Details
Monique Trageser's U.S. Bank Wealth Management Experience February 2008 - Present
Job Assistant Vice President, Marketing and Communications Manager at US Bank
Industry Financial Services
Experience
U.S. Bank Wealth Management   February 2008 - Present
St. Catherine University  2015 - 2015
St. Catherine University  2015 - 2015
St. Catherine University  2015 - 2015
U.S. Bancorp Investments & Insurance   November 2001 - 2008
Deluxe Corporation  1989 - 1996

Skills
Online Marketing, Strategic Planning, Marketing Communications, Marketing Strategy, New Business Development, Online Advertising, Thought Leadership, Direct Marketing, Marketing Management, Integrated Marketing, Management, Marketing, Leadership, Strategy, Project Management, Product Management, Banking

Education
St. Catherine University   2014 — 2016
Master of Business Administration (M.B.A.), Integrated Marketing Communications

St. Catherine University   1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General

Jill Christianson Jill Christianson Greater Minneapolis-St. Paul Area Details
Jill Christianson's U.S. Bank Wealth Management Experience June 2004 - January 2010
Job Freelance Communications Manager
Industry Financial Services
Experience
Self Employed  January 2010 - Present
U.S. Bank Wealth Management   June 2004 - January 2010
U.S. Bancorp Asset Management, Inc.   November 2000 - June 2004
Stockwalk.com   June 1999 - 2000
John G. Kinnard & Co.   1996 - 1999

Skills
Marketing Communications, Internal Communications, Corporate Communications, Brand Management, Social Media, Media Relations, Online Advertising, Public Relations, Marketing, Marketing Strategy, Account Management, Management, Leadership

Education
Minnesota State University, Mankato   1993 — 1996
B.S., Business Administration, marketing concentration

University of Minnesota Duluth   1991 — 1993

Mark Feese Mark Feese Greater Minneapolis-St. Paul Area Details
Mark Feese's U.S. Bank Wealth Management Experience January 2011 - October 2012
Job Commercial Credit Manager at U.S. Bank
Industry Banking
Experience
U.S. Bank - Community Banking   November 2012 - Present
U.S. Bank - Wealth Management   January 2011 - October 2012
KleinBank  June 2008 - January 2011
Stearns Bank - Edina   March 2006 - August 2007
Wells Fargo Home Mortgage  November 1996 - March 2006

Skills
Portfolio Management, Risk Management, Credit Risk, Credit Analysis, Process Improvement, Credit, CRM, Business Development, Commercial Lending, Small Business Lending, Commercial Banking, Lines Of Credit, Banking

Education
University of Minnesota-Twin Cities   1987 — 1991
BA, Communication

St. John's University   1986 — 1987

denise albrecht denise albrecht Greater Denver Area Details
denise albrecht's U.S. Bank Wealth Management Experience May 2005 - Present
Job Regional Trust Manager at U.S. Bank Wealth Management
Industry Investment Management
Experience
U.S. Bank Wealth Management   May 2005 - Present

Skills
Sales, Customer Service, Management, Financial Services, Sales Management, Asset Management

Education
Northern Michigan University
BSBA, MBA, Business Administration and Management, General