Ascent Private Capital Management of U.S. Bank
Industry: Company
DescriptionFounded: 2011 Parent organization: U.S. Bancorp
Ascent Private Capital Management of U.S. Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ascent Private Capital Management of U.S. Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Ascent Private Capital Management of U.S. Bank Employees
Employee
Years
Job
Industry
Jennifer McGeehan Jennifer McGeehan's Ascent Private Capital Management of U.S. Bank Experience October 2013 - Present
Job Managing Director, Client Experience at Ascent Private Capital Management of U.S. Bank
Industry Financial Services
Experience
Ascent Private Capital Management of U.S. Bank October 2013 - Present
U.S. Bank April 2011 - October 2013
U.S. Bank May 2004 - April 2011
Securian Financial Group October 2003 - May 2004
U.S. Bank January 1998 - October 2003
Skills
Brand Development..., Marketing Strategy, Marketing Communications, Strategic Planning, Organizational..., Business Analysis, Business Process..., Communication Skills, Community Outreach, Public Relations, Operations Management, Sales Support Tools, Training, Sales Operations, Team Leadership, Marketing, Competitive Analysis, Account Management, Financial Analysis, Risk Management, Relationship Management, Leadership, Financial Services, Customer Service, Vendor Management, New Business Development, Management, Banking, Analysis, Wealth Management, Strategy, CRM, Coaching, Team Building
Education
Bethel University
Bachelors, Business Management
Ascent Private Capital Management of U.S. Bank October 2013 - Present
U.S. Bank April 2011 - October 2013
U.S. Bank May 2004 - April 2011
Securian Financial Group October 2003 - May 2004
U.S. Bank January 1998 - October 2003
Skills
Brand Development..., Marketing Strategy, Marketing Communications, Strategic Planning, Organizational..., Business Analysis, Business Process..., Communication Skills, Community Outreach, Public Relations, Operations Management, Sales Support Tools, Training, Sales Operations, Team Leadership, Marketing, Competitive Analysis, Account Management, Financial Analysis, Risk Management, Relationship Management, Leadership, Financial Services, Customer Service, Vendor Management, New Business Development, Management, Banking, Analysis, Wealth Management, Strategy, CRM, Coaching, Team Building
Education
Bethel University
Bachelors, Business Management
Sisi Tran Sisi Tran's Ascent Private Capital Management of U.S. Bank Experience June 2013 - Present
Job Managing Director Wealth Strategy at Ascent Private Capital Management U.S. Bank
Industry Financial Services
Experience
Ascent Private Capital Management of U.S. Bank June 2013 - Present
Convergent Wealth Advisors 2010 - 2013
Proskauer Rose LLP 2008 - 2010
Katten Muchin Rosenman LLP 2006 - 2008
Skills
Estate Planning, Probate, Asset Management, Tax, Trusts, Estate Administration, Wills, Tax Law, Estate Tax Planning, Wealth, High Net Worth..., Wealth Management, Wealth Management..., Investment Management
Education
Florida State University
BS, Biological Sciences
University of Miami School of Law
JD; LLM Tax, Tax Law/Taxation
Ascent Private Capital Management of U.S. Bank June 2013 - Present
Convergent Wealth Advisors 2010 - 2013
Proskauer Rose LLP 2008 - 2010
Katten Muchin Rosenman LLP 2006 - 2008
Skills
Estate Planning, Probate, Asset Management, Tax, Trusts, Estate Administration, Wills, Tax Law, Estate Tax Planning, Wealth, High Net Worth..., Wealth Management, Wealth Management..., Investment Management
Education
Florida State University
BS, Biological Sciences
University of Miami School of Law
JD; LLM Tax, Tax Law/Taxation
Nick Lengeling, CFA Nick Lengeling, CFA's Ascent Private Capital Management of U.S. Bank Experience February 2013 - Present
Job Associate Director of Investments at Ascent Private Capital Management of U.S. Bank
Industry Financial Services
Experience
Ascent Private Capital Management of U.S. Bank February 2013 - Present
Wells Fargo September 2008 - February 2013
Colorado State University August 2007 - May 2008
Skills
Portfolio Management, Fixed Income, Trading
Education
Colorado State University 2004 — 2008
Finance
Ascent Private Capital Management of U.S. Bank February 2013 - Present
Wells Fargo September 2008 - February 2013
Colorado State University August 2007 - May 2008
Skills
Portfolio Management, Fixed Income, Trading
Education
Colorado State University 2004 — 2008
Finance
Keri Tripiano Keri Tripiano's Ascent Private Capital Management of U.S. Bank Experience June 2012 - Present
Job Vice President, Director of Communications at Ascent Private Capital Management of U.S. Bank
Industry Financial Services
Experience
Ascent Private Capital Management of U.S. Bank June 2012 - Present
Silicon Valley Bank June 2011 - April 2012
Wells Fargo Bank September 2009 - June 2011
Wells Fargo Bank March 2007 - April 2009
Wells Fargo Bank 2003 - 2007
Skills
communication, marketing, trust administration, events, event planning, Investments, Banking, Finance, Wealth Management, Project Management, CRM, Marketing, Management, Event Planning, Event Management, Team Building, Leadership, Financial Services
Education
Oregon State University 1999 — 2003
Bachelor's degree, Communication and Women's Studies
Ascent Private Capital Management of U.S. Bank June 2012 - Present
Silicon Valley Bank June 2011 - April 2012
Wells Fargo Bank September 2009 - June 2011
Wells Fargo Bank March 2007 - April 2009
Wells Fargo Bank 2003 - 2007
Skills
communication, marketing, trust administration, events, event planning, Investments, Banking, Finance, Wealth Management, Project Management, CRM, Marketing, Management, Event Planning, Event Management, Team Building, Leadership, Financial Services
Education
Oregon State University 1999 — 2003
Bachelor's degree, Communication and Women's Studies
Jennifer A. Mowen Miara Jennifer A. Mowen Miara's Ascent Private Capital Management of U.S. Bank Experience May 2013 - Present
Job Vice President Ascent Private Capital Management
Industry Banking
Experience
Ascent Private Capital Management of U.S. Bank May 2013 - Present
Associated Bank February 2012 - May 2013
Citi Private Bank February 2008 - February 2012
Citi Private Bank April 2005 - January 2008
Citi Private Bank 2000 - 2005
IGA Inc 1997 - 2000
Skills
Credit, Commercial Lending, Banking, Portfolio Management, Credit Risk, Financial Analysis, Private Banking, Investments, Risk Management, Strategic Planning, Analysis, Real Estate, Microsoft Excel, Loans
Education
DePaul University 2004 — 2007
Master of Business Administration (MBA), Finance, General
Loyola University of Chicago 1996 — 2000
Bachelor of Business Administration (B.B.A.), Operations Management and Finance
Ascent Private Capital Management of U.S. Bank May 2013 - Present
Associated Bank February 2012 - May 2013
Citi Private Bank February 2008 - February 2012
Citi Private Bank April 2005 - January 2008
Citi Private Bank 2000 - 2005
IGA Inc 1997 - 2000
Skills
Credit, Commercial Lending, Banking, Portfolio Management, Credit Risk, Financial Analysis, Private Banking, Investments, Risk Management, Strategic Planning, Analysis, Real Estate, Microsoft Excel, Loans
Education
DePaul University 2004 — 2007
Master of Business Administration (MBA), Finance, General
Loyola University of Chicago 1996 — 2000
Bachelor of Business Administration (B.B.A.), Operations Management and Finance
Ben Carpenter Ben Carpenter's Ascent Private Capital Management of U.S. Bank Experience April 2014 - Present
Job Managing Director, Client Advisory at Ascent Private Capital Management of U.S. Bank
Industry Financial Services
Experience
Ascent Private Capital Management of U.S. Bank April 2014 - Present
University of St. Thomas School of Law August 2010 - July 2014
Dorsey & Whitney LLP August 2004 - July 2010
King and Spalding July 2002 - August 2004
Skills
Estate Planning, Federal and State..., Trust Administration, Legal Writing
Education
Mercer University - Walter F. George School of Law 1999 — 2002
Doctor of Law (J.D.)
University of Notre Dame 1995 — 1999
Bachelor of Arts (B.A.), Biology & Psychology
Ascent Private Capital Management of U.S. Bank April 2014 - Present
University of St. Thomas School of Law August 2010 - July 2014
Dorsey & Whitney LLP August 2004 - July 2010
King and Spalding July 2002 - August 2004
Skills
Estate Planning, Federal and State..., Trust Administration, Legal Writing
Education
Mercer University - Walter F. George School of Law 1999 — 2002
Doctor of Law (J.D.)
University of Notre Dame 1995 — 1999
Bachelor of Arts (B.A.), Biology & Psychology
Marlys Nassau Marlys Nassau's Ascent Private Capital Management of U.S. Bank Experience October 2015 - Present
Job Associate Director of Wealth Strategy at Ascent Private Capital Management of U.S. Bank
Industry Financial Services
Experience
Ascent Private Capital Management of U.S. Bank October 2015 - Present
Guaranty Bank and Trust Company December 2013 - Present
Bank of the West May 2013 - November 2013
Bostrom & Associates November 2010 - May 2013
Bostrom & Associates June 2009 - October 2010
Folsom Law Offices May 2008 - May 2010
Judge Jack Berryhill January 2009 - May 2009
District Office of Congressman Ed Perlmutter May 2008 - August 2008
Skills
Estate Planning, Estate Administration, Wills, Powers of Attorney, Trusts, Business Formation, Legal Assistance, Legal Advice, Domestic Relations, Legal Issues, Trust Services, Prenuptial Agreements, Real Estate Transactions, Legal Research, Civil Litigation, Family Law
Education
University of Denver - Sturm College of Law 2007 — 2010
Juris Doctor
Griffith University 2006 — 2006
Study Abroad Program
University of Colorado Boulder 2002 — 2006
Bachelor of Arts (B.A.), Sociology
Ascent Private Capital Management of U.S. Bank October 2015 - Present
Guaranty Bank and Trust Company December 2013 - Present
Bank of the West May 2013 - November 2013
Bostrom & Associates November 2010 - May 2013
Bostrom & Associates June 2009 - October 2010
Folsom Law Offices May 2008 - May 2010
Judge Jack Berryhill January 2009 - May 2009
District Office of Congressman Ed Perlmutter May 2008 - August 2008
Skills
Estate Planning, Estate Administration, Wills, Powers of Attorney, Trusts, Business Formation, Legal Assistance, Legal Advice, Domestic Relations, Legal Issues, Trust Services, Prenuptial Agreements, Real Estate Transactions, Legal Research, Civil Litigation, Family Law
Education
University of Denver - Sturm College of Law 2007 — 2010
Juris Doctor
Griffith University 2006 — 2006
Study Abroad Program
University of Colorado Boulder 2002 — 2006
Bachelor of Arts (B.A.), Sociology
Jan Hendrickson Jan Hendrickson's Ascent Private Capital Management of U.S. Bank Experience February 2015 - Present
Job Managing Director CEO Corporate Director
Industry Financial Services
Experience
Ascent Private Capital Management of U.S. Bank February 2015 - Present
butter LONDON February 2005 - Present
Community Development Roundtable September 2011 - Present
Frye Art Museum 2000 - Present
toosum Healty Foods January 2012 - Present
Virginia Mason Foundation April 2013 - Present
Denny Hill Capital 2003 - Present
The Commerce Bank of Washington July 2012 - February 2015
WideAngle Technologies 2010 - February 2015
TC Global, Inc. (dba Tully's Coffee) November 2009 - December 2013
Skills
Strategy, Business Strategy, Corporate Governance, Leadership, Start-ups, Entrepreneurship, Business Development, Mergers, Marketing Strategy, Strategic Partnerships, Public Speaking, Fundraising, Team Building, Portfolio Management, Public Relations, Venture Capital, Investor Relations, Change Management, Nonprofits, Executive Management, Asset Management, Mergers & Acquisitions
Education
University of Washington, Daniel J. Evans School of Public Affairs 1987 — 1989
Masters, Public Administration
UCLA Anderson School of Management 2002 — 2002
Mergers & Acquisitions
Meadowdale High School
Ascent Private Capital Management of U.S. Bank February 2015 - Present
butter LONDON February 2005 - Present
Community Development Roundtable September 2011 - Present
Frye Art Museum 2000 - Present
toosum Healty Foods January 2012 - Present
Virginia Mason Foundation April 2013 - Present
Denny Hill Capital 2003 - Present
The Commerce Bank of Washington July 2012 - February 2015
WideAngle Technologies 2010 - February 2015
TC Global, Inc. (dba Tully's Coffee) November 2009 - December 2013
Skills
Strategy, Business Strategy, Corporate Governance, Leadership, Start-ups, Entrepreneurship, Business Development, Mergers, Marketing Strategy, Strategic Partnerships, Public Speaking, Fundraising, Team Building, Portfolio Management, Public Relations, Venture Capital, Investor Relations, Change Management, Nonprofits, Executive Management, Asset Management, Mergers & Acquisitions
Education
University of Washington, Daniel J. Evans School of Public Affairs 1987 — 1989
Masters, Public Administration
UCLA Anderson School of Management 2002 — 2002
Mergers & Acquisitions
Meadowdale High School
Andrea Ho, CFA Andrea Ho, CFA's Ascent Private Capital Management of U.S. Bank Experience April 2015 - Present
Job Director, Investment Strategy at Ascent Private Capital Management
Industry Financial Services
Experience
Ascent Private Capital Management of U.S. Bank April 2015 - Present
Ascent Private Capital Management of U.S. Bank December 2012 - March 2015
Ascent Private Capital Management of U.S. Bank November 2011 - December 2012
J.P. Morgan September 2009 - November 2011
Wells Fargo July 2007 - September 2009
Atlantic Trust May 2006 - July 2007
Skills
Investment Strategies, New Business Development, Developing Client..., Portfolio Management, Due Diligence, Strategy, Wealth Management
Education
University of Colorado Denver 2001 — 2007
BS, Finance & Accounting
Ascent Private Capital Management of U.S. Bank April 2015 - Present
Ascent Private Capital Management of U.S. Bank December 2012 - March 2015
Ascent Private Capital Management of U.S. Bank November 2011 - December 2012
J.P. Morgan September 2009 - November 2011
Wells Fargo July 2007 - September 2009
Atlantic Trust May 2006 - July 2007
Skills
Investment Strategies, New Business Development, Developing Client..., Portfolio Management, Due Diligence, Strategy, Wealth Management
Education
University of Colorado Denver 2001 — 2007
BS, Finance & Accounting
James Aronstein James Aronstein's Ascent Private Capital Management of U.S. Bank Experience June 2015 - Present
Job Intern at Ascent Private Capital Management of U.S. Bank
Industry Financial Services
Experience
Ascent Private Capital Management of U.S. Bank June 2015 - Present
Sports Authority January 2014 - March 2014
Truman National Security Project June 2013 - September 2013
3D Lacrosse June 2012 - June 2012
Skills
Leadership, Interpersonal..., Social Media, Public Speaking, Strategic Communications, Security Policy, Grant Writing, Nonprofits, Event Planning, Fundraising, Volunteer Management, Interpersonal..., Editing, Microsoft Excel, Sharks
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Double Major in Government and Economics
Colorado Academy 2008 — 2012
Ascent Private Capital Management of U.S. Bank June 2015 - Present
Sports Authority January 2014 - March 2014
Truman National Security Project June 2013 - September 2013
3D Lacrosse June 2012 - June 2012
Skills
Leadership, Interpersonal..., Social Media, Public Speaking, Strategic Communications, Security Policy, Grant Writing, Nonprofits, Event Planning, Fundraising, Volunteer Management, Interpersonal..., Editing, Microsoft Excel, Sharks
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Double Major in Government and Economics
Colorado Academy 2008 — 2012
James Linnett James Linnett's Ascent Private Capital Management of U.S. Bank Experience August 2011 - Present
Job Managing Director, Wealth Strategy, Ascent Private Capital Management
Industry Financial Services
Experience
Ascent Private Capital Management of U.S. Bank August 2011 - Present
Hennepin Theatre Trust 2013 - 2015
Hennepin Theatre Trust 2013 - 2015
Hennepin Theatre Trust 2013 - 2015
Dorsey & Whitney LLP September 2001 - June 2011
Northwestern College August 1997 - June 2001
Arthur Andersen LLP September 1993 - August 1997
Skills
Estate Planning, Trusts, Wills, Estate Tax Planning, Investments, Gift Tax, Wealth Management, Financial Reporting, Financial Accounting, Strategic Financial..., Tax Law, Client Development, Charitable Gift Planning, Estate Administration, Philanthropy
Education
William Mitchell College of Law 1997 — 2001
Juris Doctor
Minnesota State University, Mankato 1989 — 1993
Bachelor of Science, Accounting
Ascent Private Capital Management of U.S. Bank August 2011 - Present
Hennepin Theatre Trust 2013 - 2015
Hennepin Theatre Trust 2013 - 2015
Hennepin Theatre Trust 2013 - 2015
Dorsey & Whitney LLP September 2001 - June 2011
Northwestern College August 1997 - June 2001
Arthur Andersen LLP September 1993 - August 1997
Skills
Estate Planning, Trusts, Wills, Estate Tax Planning, Investments, Gift Tax, Wealth Management, Financial Reporting, Financial Accounting, Strategic Financial..., Tax Law, Client Development, Charitable Gift Planning, Estate Administration, Philanthropy
Education
William Mitchell College of Law 1997 — 2001
Juris Doctor
Minnesota State University, Mankato 1989 — 1993
Bachelor of Science, Accounting
Jason Burkey-Skye Jason Burkey-Skye's Ascent Private Capital Management of U.S. Bank Experience August 2011 - Present
Job Managing Director of Private Banking at Ascent Private Capital Management of U.S. Bank
Industry Banking
Experience
Ascent Private Capital Management of U.S. Bank August 2011 - Present
US Bank September 2005 - August 2011
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2001
The Cate School
University of California, Los Angeles
Ascent Private Capital Management of U.S. Bank August 2011 - Present
US Bank September 2005 - August 2011
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2001
The Cate School
University of California, Los Angeles
Abby Becker Abby Becker's Ascent Private Capital Management of U.S. Bank Experience April 2012 - Present
Job Vice President at Ascent Private Capital Management of U.S. Bank
Industry Banking
Experience
Ascent Private Capital Management of U.S. Bank April 2012 - Present
Citi June 2006 - March 2012
Merrill Lynch December 2003 - May 2006
LaSalle Bank July 2001 - December 2003
Skills
Credit, Loans, Financial Services, Commercial Lending, Securities, Commercial Banking, Alternative Investments, Financial Analysis, Private Banking, High Net Worth..., Business Analysis, Client Services, Deal Structuring, Negotiation, Client Communications, Strategic Communications, Cash Flow Lending, Aircraft Finance, Real Estate Finance, Policy Writing
Education
University of Iowa 1997 — 2001
Bachelor of Business Administration, Finance, Accounting
Ascent Private Capital Management of U.S. Bank April 2012 - Present
Citi June 2006 - March 2012
Merrill Lynch December 2003 - May 2006
LaSalle Bank July 2001 - December 2003
Skills
Credit, Loans, Financial Services, Commercial Lending, Securities, Commercial Banking, Alternative Investments, Financial Analysis, Private Banking, High Net Worth..., Business Analysis, Client Services, Deal Structuring, Negotiation, Client Communications, Strategic Communications, Cash Flow Lending, Aircraft Finance, Real Estate Finance, Policy Writing
Education
University of Iowa 1997 — 2001
Bachelor of Business Administration, Finance, Accounting
Jesse Obert Jesse Obert's Ascent Private Capital Management of U.S. Bank Experience August 2012 - Present
Job
Industry Banking
Experience
Ascent Private Capital Management of U.S. Bank August 2012 - Present
Skills
Series 7, Series 66, OH Life & Health..., Loans, Credit, Lines Of Credit, Banking, Wealth Management, Consumer Lending, Small Business Lending, Private Banking
Education
University of Dayton
Bachelor of Science
LaSalle High School
Ascent Private Capital Management of U.S. Bank August 2012 - Present
Skills
Series 7, Series 66, OH Life & Health..., Loans, Credit, Lines Of Credit, Banking, Wealth Management, Consumer Lending, Small Business Lending, Private Banking
Education
University of Dayton
Bachelor of Science
LaSalle High School
Elizabeth Fritz's Ascent Private Capital Management of U.S. Bank Experience January 2010 - June 2012
Job VP Marketing & Communications, Bank of the West Wealth Management / BNP Paribas Group
Industry Financial Services
Experience
Bank of the West March 2015 - Present
Wells Fargo June 2012 - May 2013
Ascent Private Capital Management of U.S. Bank January 2010 - June 2012
Capco October 2009 - December 2010
Wells Fargo March 2007 - September 2009
Wells Fargo March 2006 - September 2007
Skills
Business Analysis, Asset Managment, Wealth Management, Marketing Strategy, Marketing Communications, Project Management, Strategic Communications, Internal & External..., SharePoint, SharePoint Designer, Banking, Marketing, Asset Management, Investments, Business Process..., Financial Services, Management, Start-ups, Direct Marketing, Relationship Management, Leadership, Strategy, Consulting
Education
University of California, Davis
Bank of the West March 2015 - Present
Wells Fargo June 2012 - May 2013
Ascent Private Capital Management of U.S. Bank January 2010 - June 2012
Capco October 2009 - December 2010
Wells Fargo March 2007 - September 2009
Wells Fargo March 2006 - September 2007
Skills
Business Analysis, Asset Managment, Wealth Management, Marketing Strategy, Marketing Communications, Project Management, Strategic Communications, Internal & External..., SharePoint, SharePoint Designer, Banking, Marketing, Asset Management, Investments, Business Process..., Financial Services, Management, Start-ups, Direct Marketing, Relationship Management, Leadership, Strategy, Consulting
Education
University of California, Davis
Rachel Alldredge Rachel Alldredge's Ascent Private Capital Management of U.S. Bank Experience September 2014 - June 2015
Job Administrative Assistant at Lund Engineering
Industry Mechanical or Industrial Engineering
Experience
Lund Engineering June 2015 - Present
RACHAE, LLC - rachae.com August 2014 - Present
Ascent Private Capital Management of U.S. Bank September 2014 - June 2015
U.S. Bank April 2012 - September 2014
Key Bank March 2012 - April 2012
Miles Insurance Agency November 2011 - January 2012
US Bank April 2002 - October 2011
Skills
Banking, Consumer Lending, Credit, Credit Analysis, Customer Service, Loan Origination, Loans, Microsoft Office, Small Business Lending, Portfolio Management, Strategic Planning, Finance, Financial Analysis, Wealth Management, Investments, Management, Leadership, Sales, Team Building, Microsoft Excel
Education
BYU-Idaho 2007 — 2015
Bachelor’s Degree, Business Administration and Management, General
Ricks College 1998 — 2001
Associate of Arts (AA), Music Teacher Education
Lund Engineering June 2015 - Present
RACHAE, LLC - rachae.com August 2014 - Present
Ascent Private Capital Management of U.S. Bank September 2014 - June 2015
U.S. Bank April 2012 - September 2014
Key Bank March 2012 - April 2012
Miles Insurance Agency November 2011 - January 2012
US Bank April 2002 - October 2011
Skills
Banking, Consumer Lending, Credit, Credit Analysis, Customer Service, Loan Origination, Loans, Microsoft Office, Small Business Lending, Portfolio Management, Strategic Planning, Finance, Financial Analysis, Wealth Management, Investments, Management, Leadership, Sales, Team Building, Microsoft Excel
Education
BYU-Idaho 2007 — 2015
Bachelor’s Degree, Business Administration and Management, General
Ricks College 1998 — 2001
Associate of Arts (AA), Music Teacher Education
Rachel Gil (Blank) Rachel Gil (Blank)'s Ascent Private Capital Management of U.S. Bank Experience December 2014 - Present
Job Product Manager at Ascent Private Capital Management of U.S. Bank
Industry Financial Services
Experience
Ascent Private Capital Management of U.S. Bank December 2014 - Present
Ascent Private Capital Management of U.S. Bank November 2013 - December 2014
Wishbone.org November 2011 - March 2013
Alief ISD August 2009 - June 2011
Skills
Nonprofits, Microsoft Office, PowerPoint, Leadership, Microsoft Word, Event Planning, Customer Service, Fundraising, Curriculum Design, Editing, Analysis
Education
Texas A&M University 2005 — 2009
Bachelor of Science (BS), Biology, General
Ascent Private Capital Management of U.S. Bank December 2014 - Present
Ascent Private Capital Management of U.S. Bank November 2013 - December 2014
Wishbone.org November 2011 - March 2013
Alief ISD August 2009 - June 2011
Skills
Nonprofits, Microsoft Office, PowerPoint, Leadership, Microsoft Word, Event Planning, Customer Service, Fundraising, Curriculum Design, Editing, Analysis
Education
Texas A&M University 2005 — 2009
Bachelor of Science (BS), Biology, General
Lance Losey Lance Losey's Ascent Private Capital Management of U.S. Bank Experience June 2012 - Present
Job Managing Director, Wealth Strategy at Ascent Private Capital Management of U.S. Bank
Industry Financial Services
Experience
Ascent Private Capital Management of U.S. Bank June 2012 - Present
Ryan, Swanson & Cleveland, PLLC June 2000 - June 2012
Rosedale, Losey & Burnett, PLLC October 1998 - June 2000
Skills
Civil Litigation, Estate Planning, Philanthropy, Wealth Management, Strategy, Trusts, Wealth Management..., Wills, Corporate Governance, Administrative Law, Immigration Law, Litigation, Estate Tax Planning, Appeals, Tax Law, Commercial Litigation, Courts, Legal Writing, Legal Research, Corporate Law, Real Estate, Arbitration, Mediation, Estate Administration, Legal Assistance
Education
Regent University School of Law 1995 — 1998
JD, Law
Ascent Private Capital Management of U.S. Bank June 2012 - Present
Ryan, Swanson & Cleveland, PLLC June 2000 - June 2012
Rosedale, Losey & Burnett, PLLC October 1998 - June 2000
Skills
Civil Litigation, Estate Planning, Philanthropy, Wealth Management, Strategy, Trusts, Wealth Management..., Wills, Corporate Governance, Administrative Law, Immigration Law, Litigation, Estate Tax Planning, Appeals, Tax Law, Commercial Litigation, Courts, Legal Writing, Legal Research, Corporate Law, Real Estate, Arbitration, Mediation, Estate Administration, Legal Assistance
Education
Regent University School of Law 1995 — 1998
JD, Law
Steve Bellman's Ascent Private Capital Management of U.S. Bank Experience March 2015 - Present
Job Managing Director, Investment Consulting at Ascent Private Capital Management of U.S. Bank
Industry Investment Management
Experience
Ascent Private Capital Management of U.S. Bank March 2015 - Present
PNC Wealth Management April 2001 - March 2015
First Union National Bank August 1994 - April 2001
Skills
Asset Allocation, Investments, Wealth Management, Alternative Investments, Portfolio Management, Investment Strategies, Mutual Funds, Asset Management, Investment Management, Hedge Funds, Investment Advisory, Wealth Management..., Fixed Income, Equities, Securities
Education
Miami University
BS, Finance
Evans Scholar
Ascent Private Capital Management of U.S. Bank March 2015 - Present
PNC Wealth Management April 2001 - March 2015
First Union National Bank August 1994 - April 2001
Skills
Asset Allocation, Investments, Wealth Management, Alternative Investments, Portfolio Management, Investment Strategies, Mutual Funds, Asset Management, Investment Management, Hedge Funds, Investment Advisory, Wealth Management..., Fixed Income, Equities, Securities
Education
Miami University
BS, Finance
Evans Scholar
Jenna Guenther's Ascent Private Capital Management of U.S. Bank Experience May 2015 - Present
Job Managing Director, Wealth Strategy, Ascent Private Capital Management of U.S. Bank
Industry Financial Services
Experience
Ascent Private Capital Management of U.S. Bank May 2015 - Present
Ascent Private Capital Management of U.S. Bank October 2011 - May 2015
Wells Fargo Bank July 2010 - October 2011
Grant Thornton LLP January 2004 - July 2010
Education
University of Denver 2003 — 2004
M.T., Taxation
Furman University 1999 — 2003
B.S., Accounting
Ascent Private Capital Management of U.S. Bank May 2015 - Present
Ascent Private Capital Management of U.S. Bank October 2011 - May 2015
Wells Fargo Bank July 2010 - October 2011
Grant Thornton LLP January 2004 - July 2010
Education
University of Denver 2003 — 2004
M.T., Taxation
Furman University 1999 — 2003
B.S., Accounting
Laura Peterson's Ascent Private Capital Management of U.S. Bank Experience August 2014 - Present
Job Managing Director, Client Experience at Ascent Private Capital Management of U.S. Bank
Industry Financial Services
Experience
Ascent Private Capital Management of U.S. Bank August 2014 - Present
Citi Private Bank March 2009 - July 2014
Citi Private Bank 2003 - 2009
Citigroup 2001 - 2003
FirstBank 1993 - 2001
Skills
Wealth Management, Portfolio Management, Investments, Alternative Investments, Credit, Financial Services, Private Banking
Education
Colorado State University 1995 — 1999
Cherry Creek High School 1991 — 1995
Ascent Private Capital Management of U.S. Bank August 2014 - Present
Citi Private Bank March 2009 - July 2014
Citi Private Bank 2003 - 2009
Citigroup 2001 - 2003
FirstBank 1993 - 2001
Skills
Wealth Management, Portfolio Management, Investments, Alternative Investments, Credit, Financial Services, Private Banking
Education
Colorado State University 1995 — 1999
Cherry Creek High School 1991 — 1995
Torri Hawley's Ascent Private Capital Management of U.S. Bank Experience July 2013 - June 2014
Job Accounting Assistant at Antelope Energy Company, LLC.
Industry Program Development
Experience
Antelope Energy Company, LLC. July 2014 - Present
Ascent Private Capital Management of U.S. Bank July 2013 - June 2014
Stetson University - Family Enterprise Center September 2012 - June 2013
Family Founded, Inc. May 2012 - September 2012
Sailing Education Association of Sheboygan May 2012 - August 2012
Sail Sheboygan May 2010 - August 2012
Skills
Public Speaking, Social Media, Event Management, Social Networking, Nonprofits, Time Management, Research, Project Planning, Public Relations, Sales, Data Analysis, Event Planning, Administrative..., Data Management, Coordinating Events, Accounts Payable
Education
Stetson University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Family Enterprise
Antelope Energy Company, LLC. July 2014 - Present
Ascent Private Capital Management of U.S. Bank July 2013 - June 2014
Stetson University - Family Enterprise Center September 2012 - June 2013
Family Founded, Inc. May 2012 - September 2012
Sailing Education Association of Sheboygan May 2012 - August 2012
Sail Sheboygan May 2010 - August 2012
Skills
Public Speaking, Social Media, Event Management, Social Networking, Nonprofits, Time Management, Research, Project Planning, Public Relations, Sales, Data Analysis, Event Planning, Administrative..., Data Management, Coordinating Events, Accounts Payable
Education
Stetson University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Family Enterprise
Stephen Florance, CFA's Ascent Private Capital Management of U.S. Bank Experience July 2013 - August 2014
Job
Industry Investment Management
Experience
Ascent Private Capital Management of U.S. Bank July 2013 - August 2014
Hall Capital Partners LLC June 1998 - December 2012
Skills
Alternative Investments, Equities, Due Diligence, Portfolio Management, Investment..., Emerging Markets, Hedge Funds, Mutual Funds, Distressed Debt, Real Estate, Natural Resources, Private Equity
Education
Brown University 1988 — 1992
Bachelor of Arts (B.A.)
Ascent Private Capital Management of U.S. Bank July 2013 - August 2014
Hall Capital Partners LLC June 1998 - December 2012
Skills
Alternative Investments, Equities, Due Diligence, Portfolio Management, Investment..., Emerging Markets, Hedge Funds, Mutual Funds, Distressed Debt, Real Estate, Natural Resources, Private Equity
Education
Brown University 1988 — 1992
Bachelor of Arts (B.A.)
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY