Associated Trust Company
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Associated Trust Company Employees
Employee
Years
Job
Industry
Pete Hoeft Pete Hoeft's Associated Trust Company Experience 1990 - 2007
Job Trust Officer at Nicolet National Bank
Industry Financial Services
Experience
Nicolet National Bank May 2014 - Present
BMO Private Bank July 2007 - April 2014
Associated Trust Company 1990 - 2007
Skills
Risk Management, Insurance, Succession Planning, Accounting, Wealth Management, Real Estate, Estate Planning, Mutual Funds, Trusts, Strategic Financial..., Financial Analysis, Investments, High Net Worth..., New Business Development, Estate Tax Planning, Banking, Loans, Retirement Planning, Asset Allocation, Portfolio Management, Strategy, Retail Banking, Investment Advisory, Wealth Management..., Retirement, Financial Advisory, Financial Planning, Financial Services, Investment Management
Education
Marquette University Law School 1981 — 1984
Juris Doctorate
Marquette University 1977 — 1981
Bachelor of Science (B.S.), Business Administration- Finance
Nicolet National Bank May 2014 - Present
BMO Private Bank July 2007 - April 2014
Associated Trust Company 1990 - 2007
Skills
Risk Management, Insurance, Succession Planning, Accounting, Wealth Management, Real Estate, Estate Planning, Mutual Funds, Trusts, Strategic Financial..., Financial Analysis, Investments, High Net Worth..., New Business Development, Estate Tax Planning, Banking, Loans, Retirement Planning, Asset Allocation, Portfolio Management, Strategy, Retail Banking, Investment Advisory, Wealth Management..., Retirement, Financial Advisory, Financial Planning, Financial Services, Investment Management
Education
Marquette University Law School 1981 — 1984
Juris Doctorate
Marquette University 1977 — 1981
Bachelor of Science (B.S.), Business Administration- Finance
Michael Brookins Michael Brookins's Associated Trust Company Experience January 2013 - October 2014
Job Financial Reporting Analyst Associated Bank
Industry Financial Services
Experience
Associated Bank October 2014 - Present
Associated Trust Company January 2013 - October 2014
First National Bank - Fox Valley May 2012 - October 2012
First National Bank - Fox Valley October 2011 - May 2012
Curt G Joa Inc June 2009 - September 2009
Skills
Time Management, Microsoft Office, QuickBooks, Finance, Microsoft Excel, Invoicing, Microsoft Word, Customer Service, PowerPoint, Teamwork, Budgets, Auditing, Team Leadership, Treasury Management, Financial Reporting, Commercial Lending, Accounts Payable, Banking, Underwriting, Accounting, Team Building, Portfolio Management, SAP, Payroll, Outlook, Financial Accounting, Commercial Banking, Credit Analysis, Credit, Risk Management, Forecasting, Credit Risk, Insurance, Financial Modeling, Sales, Financial Analysis, Strategic Planning, Access, Process Improvement, Strategic Financial..., Data Analysis, Inventory Management, Public Speaking, Loans, Cash Management, Small Business Lending, Retail Banking, Training, Cash Flow, Leadership
Education
Lakeland College 2013 — 2016
Master of Business Administration (MBA), Accounting
University of Wisconsin-Oshkosh 2006 — 2012
BBA, Accounting, Finance, Economics
Associated Bank October 2014 - Present
Associated Trust Company January 2013 - October 2014
First National Bank - Fox Valley May 2012 - October 2012
First National Bank - Fox Valley October 2011 - May 2012
Curt G Joa Inc June 2009 - September 2009
Skills
Time Management, Microsoft Office, QuickBooks, Finance, Microsoft Excel, Invoicing, Microsoft Word, Customer Service, PowerPoint, Teamwork, Budgets, Auditing, Team Leadership, Treasury Management, Financial Reporting, Commercial Lending, Accounts Payable, Banking, Underwriting, Accounting, Team Building, Portfolio Management, SAP, Payroll, Outlook, Financial Accounting, Commercial Banking, Credit Analysis, Credit, Risk Management, Forecasting, Credit Risk, Insurance, Financial Modeling, Sales, Financial Analysis, Strategic Planning, Access, Process Improvement, Strategic Financial..., Data Analysis, Inventory Management, Public Speaking, Loans, Cash Management, Small Business Lending, Retail Banking, Training, Cash Flow, Leadership
Education
Lakeland College 2013 — 2016
Master of Business Administration (MBA), Accounting
University of Wisconsin-Oshkosh 2006 — 2012
BBA, Accounting, Finance, Economics
Phyllis May Phyllis May's Associated Trust Company Experience October 2005 - Present
Job Vice President at Associated Trust Company
Industry Investment Management
Experience
Associated Trust Company October 2005 - Present
Associated Banc-Corp October 2005 - Present
Robert W. Baird & Co. December 2004 - September 2005
JPMorgan Chase September 1983 - October 2004
BenePlan 1998 - 2003
Skills
Compliance, 401k, Retirement, Wealth Management, Investments, New Business Development, Asset Allocation, Deferred Compensation, Retirement Planning, ERISA, Series 7, Investment Advisory, Financial Services, Banking, Relationship Management, Mutual Funds, Financial Planning, Defined Contribution
Education
Alverno College 1992 — 1997
Bachelor of Arts (B.A.), Business Administration and Management, General
Associated Trust Company October 2005 - Present
Associated Banc-Corp October 2005 - Present
Robert W. Baird & Co. December 2004 - September 2005
JPMorgan Chase September 1983 - October 2004
BenePlan 1998 - 2003
Skills
Compliance, 401k, Retirement, Wealth Management, Investments, New Business Development, Asset Allocation, Deferred Compensation, Retirement Planning, ERISA, Series 7, Investment Advisory, Financial Services, Banking, Relationship Management, Mutual Funds, Financial Planning, Defined Contribution
Education
Alverno College 1992 — 1997
Bachelor of Arts (B.A.), Business Administration and Management, General
Cynthia Vanness, CPA, CGMA Cynthia Vanness, CPA, CGMA's Associated Trust Company Experience February 2001 - November 2001
Job Assistant Controller Physicians' Reciprocal Insurers
Industry Insurance
Experience
Physicians' Reciprocal Insurers (PRI) June 2010 - Present
Administrators For The Professions, Inc. July 2004 - June 2010
Administrators For The Professions, Inc November 2001 - July 2004
Associated Trust Company February 2001 - November 2001
Skills
Financial Reporting, SOX, Accounting, Insurance, Accounts Payable, GAAP, Account Reconciliation, Reinsurance, Financial Analysis, Sarbanes-Oxley Act, Finance, Statutory Accounting, US GAAP, Bookkeeping, Auditing, Financial Statements, Bank Reconciliation, General Ledger, Internal Controls, Financial Accounting, CPA, Microsoft Excel, Tax, Financial Planning, Analysis, Microsoft Office
Education
Saint John's University - Peter J. Tobin College of Business 2003 — 2006
MBA, Public Accounting
Lakeland College 1999 — 2002
BA, Accounting, Business Administration
Physicians' Reciprocal Insurers (PRI) June 2010 - Present
Administrators For The Professions, Inc. July 2004 - June 2010
Administrators For The Professions, Inc November 2001 - July 2004
Associated Trust Company February 2001 - November 2001
Skills
Financial Reporting, SOX, Accounting, Insurance, Accounts Payable, GAAP, Account Reconciliation, Reinsurance, Financial Analysis, Sarbanes-Oxley Act, Finance, Statutory Accounting, US GAAP, Bookkeeping, Auditing, Financial Statements, Bank Reconciliation, General Ledger, Internal Controls, Financial Accounting, CPA, Microsoft Excel, Tax, Financial Planning, Analysis, Microsoft Office
Education
Saint John's University - Peter J. Tobin College of Business 2003 — 2006
MBA, Public Accounting
Lakeland College 1999 — 2002
BA, Accounting, Business Administration
Tim Banach Tim Banach's Associated Trust Company Experience October 2000 - April 2008
Job Vice President, Relationship Manager at U.S. Bank
Industry Banking
Experience
U.S. Bank - Institutional Trust and Custody August 2012 - Present
Union Bank May 2008 - August 2012
Associated Trust Company October 2000 - April 2008
Skills
Banking, Relationship Management, Wealth Management, Portfolio Management, Investments, Financial Reporting, Financial Services
Education
Cannon Financial Institute 2003 — 2006
CRSP, Retirement Plan Services
University of Minnesota-Twin Cities 1995 — 1999
U.S. Bank - Institutional Trust and Custody August 2012 - Present
Union Bank May 2008 - August 2012
Associated Trust Company October 2000 - April 2008
Skills
Banking, Relationship Management, Wealth Management, Portfolio Management, Investments, Financial Reporting, Financial Services
Education
Cannon Financial Institute 2003 — 2006
CRSP, Retirement Plan Services
University of Minnesota-Twin Cities 1995 — 1999
Shelley Schumacher Shelley Schumacher's Associated Trust Company Experience April 1988 - September 1999
Job Field Vice President Service
Industry Financial Services
Experience
OneAmerica Retirement Services, LLC October 2015 - Present
BMO Retirement Services March 2005 - September 2015
Charing Company/Ceridian RPS September 1999 - March 2005
Associated Trust Company April 1988 - September 1999
Skills
Public Speaking, Collaborative Problem..., Security licenses 6, 7..., 401k, Retirement, Retirement Planning, Pensions, Investments, ERISA, Wealth Management, Defined Benefit, Financial Services, Asset Allocation, Employee Benefits, Asset Managment, Relationship Management, Insurance, Defined Contribution, Investment Strategies, Retirement Plan..., Investment Advisory, Qualified Retirement..., Business Planning, Mutual Funds, Series 63, Series 7, Financial Advisory, Securities, Fixed Annuities, Portfolio Management, Investment Management, Strategic Financial..., Alternative Investments, Fixed Income, Asset Management, Equities, Disability Insurance, Life Insurance, Estate Planning, Banking, Institutional..., Loans, Series 6, Credit
Education
Concordia University-Wisconsin 2006 — 2010
Master of Business Administration, Business Management
St. Norbert College 1982 — 1986
B.B.A., International Business
OneAmerica Retirement Services, LLC October 2015 - Present
BMO Retirement Services March 2005 - September 2015
Charing Company/Ceridian RPS September 1999 - March 2005
Associated Trust Company April 1988 - September 1999
Skills
Public Speaking, Collaborative Problem..., Security licenses 6, 7..., 401k, Retirement, Retirement Planning, Pensions, Investments, ERISA, Wealth Management, Defined Benefit, Financial Services, Asset Allocation, Employee Benefits, Asset Managment, Relationship Management, Insurance, Defined Contribution, Investment Strategies, Retirement Plan..., Investment Advisory, Qualified Retirement..., Business Planning, Mutual Funds, Series 63, Series 7, Financial Advisory, Securities, Fixed Annuities, Portfolio Management, Investment Management, Strategic Financial..., Alternative Investments, Fixed Income, Asset Management, Equities, Disability Insurance, Life Insurance, Estate Planning, Banking, Institutional..., Loans, Series 6, Credit
Education
Concordia University-Wisconsin 2006 — 2010
Master of Business Administration, Business Management
St. Norbert College 1982 — 1986
B.B.A., International Business
David Syroney's Associated Trust Company Experience August 2004 - Present
Job Assistant Vice President & Trust Officer at Associated Trust Company
Industry Investment Management
Experience
Associated Trust Company August 2004 - Present
Education
Cleveland State University - Cleveland-Marshall College of Law 1990 — 1993
JD, Law
Denison University 1984 — 1988
Associated Trust Company August 2004 - Present
Education
Cleveland State University - Cleveland-Marshall College of Law 1990 — 1993
JD, Law
Denison University 1984 — 1988
Jeffrey Marwitz's Associated Trust Company Experience May 2011 - June 2013
Job Senior Relationship Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group June 2013 - Present
Associated Trust Company May 2011 - June 2013
Prudential Financial 2007 - November 2010
Prudential Financial July 2000 - November 2007
Northgate Electric February 1999 - July 2000
Diversified Investment Advisors November 1997 - February 1999
J. P. Morgan July 1995 - November 1997
Towers Watson November 1987 - July 1995
Skills
Investments, Leadership, 401k, Retirement, Business Strategy, Partnering, Mutual Funds, Series 7, Retirement Planning, Business Relationship..., Defined Benefit, Insurance, ERISA, Asset Allocation, Defined Contribution, Relationship Management, Series 6, Investment Management, Qualified Retirement..., Financial Advisory, Profit Sharing, Series 63, Banking, Retirement Plan..., Wealth Management, Fixed Annuities, Investment Advisory
Education
Northern Illinois University 1982 — 1986
Lincoln Financial Group June 2013 - Present
Associated Trust Company May 2011 - June 2013
Prudential Financial 2007 - November 2010
Prudential Financial July 2000 - November 2007
Northgate Electric February 1999 - July 2000
Diversified Investment Advisors November 1997 - February 1999
J. P. Morgan July 1995 - November 1997
Towers Watson November 1987 - July 1995
Skills
Investments, Leadership, 401k, Retirement, Business Strategy, Partnering, Mutual Funds, Series 7, Retirement Planning, Business Relationship..., Defined Benefit, Insurance, ERISA, Asset Allocation, Defined Contribution, Relationship Management, Series 6, Investment Management, Qualified Retirement..., Financial Advisory, Profit Sharing, Series 63, Banking, Retirement Plan..., Wealth Management, Fixed Annuities, Investment Advisory
Education
Northern Illinois University 1982 — 1986
Frank Pugliese JD, CFP's Associated Trust Company Experience April 2013 - April 2013
Job US Bank Vice President Wealth Management
Industry Investment Management
Experience
Retired-U.S. Bank April 2013 - Present
Associated Trust Company April 2013 - April 2013
Frank J. Pugliese JD, CFP 2009 - 2010
Virchow Krause Wealth Management November 2005 - May 2009
US Bank 1999 - 2005
U.S. Bank / Firstar Bank 1994 - 1999
Firstar Trust Company 1990 - 1994
BDO Seidman, LLP 1988 - 1990
First Wisconsin Trust Company / Firstar Trust 1986 - 1988
Skills
Portfolio Management, Investment Management, Investments, Wealth Management, Investment Strategies, Asset Allocation, Alternative Investments, Wealth Management..., Banking, Strategic Financial..., High Net Worth..., Securities, Estate Planning, Finance, Equities, Trusts, Funding, Investment Advisory, Financial Planning, Mergers
Education
Drake University Law School 1976 — 1979
JD, Law
Drake University 1976 — 1978
JD, Law
Marquette University 1969 — 1973
B.A., Economics
Retired-U.S. Bank April 2013 - Present
Associated Trust Company April 2013 - April 2013
Frank J. Pugliese JD, CFP 2009 - 2010
Virchow Krause Wealth Management November 2005 - May 2009
US Bank 1999 - 2005
U.S. Bank / Firstar Bank 1994 - 1999
Firstar Trust Company 1990 - 1994
BDO Seidman, LLP 1988 - 1990
First Wisconsin Trust Company / Firstar Trust 1986 - 1988
Skills
Portfolio Management, Investment Management, Investments, Wealth Management, Investment Strategies, Asset Allocation, Alternative Investments, Wealth Management..., Banking, Strategic Financial..., High Net Worth..., Securities, Estate Planning, Finance, Equities, Trusts, Funding, Investment Advisory, Financial Planning, Mergers
Education
Drake University Law School 1976 — 1979
JD, Law
Drake University 1976 — 1978
JD, Law
Marquette University 1969 — 1973
B.A., Economics
Angie M. (Jonet) DeWitt's Associated Trust Company Experience January 2001 - January 2002
Job Senior Vice President, Director of Management Accounting
Industry Accounting
Experience
Associated Bank November 2012 - Present
Angie M. DeWitt, CPA, CMA, MBA January 1988 - Present
Associated Bank August 2008 - November 2012
Lakeland College January 2008 - May 2010
Schneider National January 2002 - July 2008
Associated Trust Company January 2001 - January 2002
Habush Habush & Rottier S.C. January 1999 - January 2001
Liebmann, Conway, Olejniczak & Jerry, S.C. January 1998 - January 1999
Brown County January 1997 - January 1998
State of Wisconsin January 1994 - January 1997
Skills
CPA, CMA, Series 99, Financial Analysis, Financial Reporting, Banking, Budgets, Forecasting, Accounting, Cash Management, Financial Modeling, Managerial Finance, Cash Flow, Auditing, QuickBooks, Leadership, Small Business, Financial Accounting, Project Planning, Finance, Internal Audit, Tax Preparation, Management, Financial Statements, General Ledger, Strategic Financial..., Tax, Corporate Finance, Cost Accounting, Payroll, Accounts Payable, Management Accounting, Bookkeeping, Invoicing, Microsoft Excel, Journal Entries, Financial Planning
Education
Lakeland College 2004 — 2007
MBA, Accounting & Business Administration, 4.0
Lakeland College 2000 — 2004
Bachelor of Arts (B.A.), Accounting, 4.0
Associated Bank November 2012 - Present
Angie M. DeWitt, CPA, CMA, MBA January 1988 - Present
Associated Bank August 2008 - November 2012
Lakeland College January 2008 - May 2010
Schneider National January 2002 - July 2008
Associated Trust Company January 2001 - January 2002
Habush Habush & Rottier S.C. January 1999 - January 2001
Liebmann, Conway, Olejniczak & Jerry, S.C. January 1998 - January 1999
Brown County January 1997 - January 1998
State of Wisconsin January 1994 - January 1997
Skills
CPA, CMA, Series 99, Financial Analysis, Financial Reporting, Banking, Budgets, Forecasting, Accounting, Cash Management, Financial Modeling, Managerial Finance, Cash Flow, Auditing, QuickBooks, Leadership, Small Business, Financial Accounting, Project Planning, Finance, Internal Audit, Tax Preparation, Management, Financial Statements, General Ledger, Strategic Financial..., Tax, Corporate Finance, Cost Accounting, Payroll, Accounts Payable, Management Accounting, Bookkeeping, Invoicing, Microsoft Excel, Journal Entries, Financial Planning
Education
Lakeland College 2004 — 2007
MBA, Accounting & Business Administration, 4.0
Lakeland College 2000 — 2004
Bachelor of Arts (B.A.), Accounting, 4.0
Jeremy Blount's Associated Trust Company Experience October 2006 - June 2009
Job Retirement Plan Analyst at The Newport Group
Industry Financial Services
Experience
The Newport Group November 2011 - Present
UMB Fund Services June 2009 - November 2011
Associated Trust Company October 2006 - June 2009
Skills
Mutual Funds, Banking, Qualified Retirement..., Retirement, Trust Services, Trusts, Wealth Management, Accounting, Financial Analysis, 401k
Education
Lakeland College 2011 — 2013
Bachelor's degree, Accounting
Mount Mercy College 2001 — 2004
Bachelor of Business Administration (BBA), Marketing
The Newport Group November 2011 - Present
UMB Fund Services June 2009 - November 2011
Associated Trust Company October 2006 - June 2009
Skills
Mutual Funds, Banking, Qualified Retirement..., Retirement, Trust Services, Trusts, Wealth Management, Accounting, Financial Analysis, 401k
Education
Lakeland College 2011 — 2013
Bachelor's degree, Accounting
Mount Mercy College 2001 — 2004
Bachelor of Business Administration (BBA), Marketing