Bank of the West, Wealth Management
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Bank of the West, Wealth Management Employees
Bank of the West, Wealth Management June 2014 - Present
Wells Fargo Bank April 2012 - June 2014
Wells Fargo Advisors April 2010 - June 2014
Skills
Loans, Investments, Wealth Management, Banking, Credit, Private Banking, Mortgage Lending, Portfolio Management, Credit Analysis, Series 7, Commercial Lending, Consumer Lending, Mutual Funds, Retail Banking, Small Business Lending, Strategic Financial..., Equities, Fixed Income, Asset Allocation, Commercial Banking, Investment Banking, Financial Planning, Trust and Estate..., Lines Of Credit
Education
University of Phoenix 2009 — 2013
Bachelor's Degree, Business Administration and Management, General
San Jose City College
Bank of the West Wealth Management August 2012 - Present
Bank of the West November 2011 - August 2012
Citizens Bank NA March 2011 - November 2011
Bank of the West May 2008 - March 2011
HomeServices Lending 2005 - 2007
Wells Fargo Financial 2000 - 2005
Skills
Series 7, Banking, Series 66, Certified Wealth...
Education
Simpson College 1997 — 2000
Economics, Accounting
Creston High School
Creston High School
Bank of the West Wealth Management July 2015 - Present
Bank of the West July 2013 - July 2015
Bank of the West June 2011 - July 2013
Bank of Denver March 2008 - June 2011
Liberty Savings Bank 2003 - 2008
Skills
Banking, Small Business Lending, Commercial Lending, Consumer Lending, Credit, Mortgage Lending, Commercial Banking, Loans, Retail Banking, Customer Service, Cross Selling, Mortgage Banking, Lines Of Credit, Sales Management, Finance, Cash Management, Financial Services, Investments, Credit Analysis, Deposits, New Business Development, Small Business, Sales, Business Development, Leadership, Refinance, Loan Origination, Relationship Management, Private Banking, Portfolio Management, SERIES 7, SERIES 66
Education
University of Colorado at Denver 2002 — 2007
Business Administration, International Business and Finance
Bank of the West Wealth Management 2015 - Present
Wells Fargo Private Bank 2009 - June 2015
Highland Capital Brokerage/NFP 2006 - 2009
Marsh & McLennan 2004 - 2006
Sun Life Financial 2001 - 2004
Skills
Wealth Management..., Analysis, Business Planning, Insurance, Strategic Planning, Strategic Financial..., Wealth Management, High Net Worth..., Life Insurance
Education
Western New England School of Law 1991 — 1994
J.D., estate, business, charitable tax planning
Fitchburg State College
Double Bachelor Degrees, Psychology and Education
Bank of the West Wealth Management 2013 - Present
Wells Fargo Private Bank 2004 - 2012
Wells Fargo Private Bank, Wealth Management Group 2004 - 2012
Littler Mendelson 2002 - 2004
Ernst & Young January 1981 - January 1985
Skills
High Net Worth..., Wealth Management, Wealth, Wealth Management..., Estate Planning, Insurance, Series 7, Investment Strategies, Tax, Relationship Management, Investment Management, Leadership, Management, Financial Planners, Mutual Funds, Risk Management, Banking, Business Development, Investments, Private Banking
Education
Boston University School of Law
J.D; L.M. Taxation, Tax Law/Taxation
North Carolina State University
B.S, Political Science
University of Richmond School of Law
J.D., law
Bank of the West Wealth Management December 2013 - Present
UCLA Extension October 2011 - Present
CFP Board August 2011 - Present
Merrill Lynch Global Wealth Management January 2012 - December 2013
Ameriprise Financial September 2003 - January 2012
United Media April 2000 - 2003
American Film Institute 1999 - 2000
Rogers & Cowan 1998 - 1999
Turner Broadcasting May 1992 - December 1997
Ogilvy & Mather 1976 - 1979
Skills
Investments, Asset Allocation, Investment Advisory, Asset Managment, Hedge Funds, Personal Financial..., Bonds, Strategic Financial..., Entrepreneurship, Estate Planning, Wealth, Alternative Investments, Asset Management, Small Business, Financial Advisory, Finance, Retirement, Investment Strategies, Financial Planning
Education
University of Virginia - Darden Graduate School of Business Administration
MBA
Penn State University
B.A.
Bank of the West Wealth Management July 2014 - Present
TIAA-CREF June 2012 - June 2014
Osborne Partners Capital Management September 2011 - June 2012
RF Advisors September 2010 - July 2011
UBS Wealth Management February 2005 - September 2010
UBS Financial Services February 2006 - April 2009
Credit Suisse Group January 2001 - January 2005
Credit Suisse 1999 - 2004
Financial Planner January 1999 - January 2001
Cantonal Bank of Bern January 1996 - January 2001
Skills
Asset Management, Wealth Management
Education
Swiss Financial Planning School 2003 — 2005
Master's Degree, equivalency
2001 — 2004
Masters, Business/Finance
Business School of Bern 1996 — 1999
Cantonal Bank of Bern 1996 — 1999
Swiss Business School 1996 — 1999
Bachelor's Degree, equivalency; Finance concentration
Bank of the West Wealth Management May 2015 — November 2016
Bank of the West Wealth Management September 2013 — April 2015 Present
Security National Bank May 2007 — September 2013
Centennial Bank Omaha now known as Core Bank December 2000 — May 2007
Quantum Alliance April 1999 — January 2000
Fremont National Bank 1993 — 1999
Vandenack Weaver LLC November 2016 — Present
Skills
Banking, Risk Management, Executive Management, Estate Planning, Investments, Tax, Trusts, Estate Administration, Portfolio Management, Business Development, Financial Planners, Start-ups, Trust Services, Management, Securities, Accounting, Financial Analysis, Loans, Credit, Finance, Strategy, Wealth, Wealth Management, Estate Tax Planning, Leadership, Commercial Lending, Investment Management, Financial Services, Financial Planning, Sales Management, Tax Law, Team Management
Education
University of Tulsa 2005 — 2006
Masters, Taxation
The University of South Dakota School of Law 1981 — 1984
J.D., Law
South Dakota State University 1977 — 1981
B.S., Economics and Political Science
Bank of the West Wealth Management January 2014 - Present
Boulder County Estate Planning Council November 2013 - Present
Bank of the West Wealth Management Division January 2009 - December 2013
Estate Planning Council of SE Denver 2008 - 2011
Centennial Estate Planning Council January 2009 - January 2010
Bank of the West 2007 - 2009
First National Bank of Colorado 2006 - 2007
Wells Fargo Private Client Services 2000 - 2006
Wells Fargo Audit Services. 1991 - 2000
Deloitte and Touche 1990 - 1991
Skills
Investment Management, Estate Planning, Trust Services, Banking, New Business Development, Wealth Management, Forecasting, Private Banking, Loans, Series 7, Consumer Lending, Asset Allocation, Strategic Planning, Retirement Planning, Securities, Investment Advisory, Mutual Funds, Financial Services, Portfolio Management, Investments, High Net Worth..., Wealth Management...
Education
University of Colorado Denver 1995 — 1998
MS, Finance
Uniwersytet im. Adama Mickiewicza w Poznaniu 1990 — 1990
Finance and Economics
Doane College 1986 — 1990
BA, Finance: minor Economics and Accounting
Bank of the West, Wealth Management March 2007 - Present
Wells Fargo December 2001 - March 2007
The Ayco Company September 1996 - December 2001
Skills
Credit, Wealth Management, Management, Banking, Portfolio Management, Investments
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1994 — 1998
MBA, Finance
University of California, Riverside 1986 — 1990
BS, Economics
Bank of the West, Wealth Management CEOChambers Family Office2015 - 2015
Dore Family Office May 2008 - May 2013
Neeley Family Office May 1997 - May 2003
Deloitte 1981 - 1989
Skills
Hedge Funds, Investments, Asset Management, Private Equity, Asset Managment, Alternative Investments, Venture Capital, Investment Management, Investment Advisory, Investor Relations, Asset Allocation, Investment Strategies, Wealth Management, Fund Of Funds, Equities, Portfolio Management
Education
University of San Diego 1973 — 1977
Bachelor’s Degree, Accounting