Bank of the West, Wealth Management

Bank of the West, Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of the West, Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Bank of the West, Wealth Management Salaries. You can even request information on how much does Bank of the West, Wealth Management pay if you want to. Learn about salaries, pros and cons of working for Bank of the West, Wealth Management directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

12 Bank of the West, Wealth Management employees in database. Find out everything there's to know about Bank of the West, Wealth Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Bank of the West, Wealth Management Employees

Employee
Years
Job
Industry
Joseph Dadashadeh Joseph Dadashadeh San Jose, California Details
Joseph Dadashadeh's Bank of the West, Wealth Management Experience June 2014 - Present
Job Vice President, Sr. Private Client Advisor at Bank of the West
Industry Financial Services
Experience
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

Jennifer Trusty, CWS Jennifer Trusty, CWS Overland Park, Kansas Details
Jennifer Trusty, CWS's Bank of the West, Wealth Management Experience August 2012 - Present
Job Vice President Market Leader II
Industry Banking
Experience
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

Andres Casas Andres Casas Albuquerque, New Mexico Area Details
Andres Casas's Bank of the West, Wealth Management Experience July 2015 - Present
Job Vice President Market Leader
Industry Banking
Experience
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

Jane Warner Jane Warner Greater Los Angeles Area Details
Jane Warner's Bank of the West, Wealth Management Experience 2015 - Present
Job Senior Wealth Planning Strategist at Bank of the West
Industry Banking
Experience
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

Linda Dougherty, Linda Dougherty, San Francisco Bay Area Details
Linda Dougherty,'s Bank of the West, Wealth Management Experience 2013 - Present
Job Sr. Private Client Advisor, VP at Bank of the West Wealth Management, 555 Market Street, San Francisco, CA 94105
Industry Banking
Experience
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

Nancy McCready, CFP, CRPC, MBA Nancy McCready, CFP, CRPC, MBA Los Angeles, California Details
Nancy McCready, CFP, CRPC, MBA's Bank of the West, Wealth Management Experience December 2013 - Present
Job Wealth Financial Advisor at Bank of the West Wealth Management
Industry Financial Services
Experience
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.

Ronny Inniger Ronny Inniger Greater San Diego Area Details
Ronny Inniger's Bank of the West, Wealth Management Experience July 2014 - Present
Job Vice President, Market Leader at Bank of the West Wealth Management
Industry Investment Management
Experience
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

Monte L.  Schatz Monte L. Schatz Omaha, NE Details
Monte L. Schatz's Bank of the West, Wealth Management Experience May 2015 — November 2016
Job Vice President, Omaha Trust Office Manager at Bank of the West Wealth Management
Industry Financial Services
Experience
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

Steve Starzec Steve Starzec Boulder, Colorado Details
Steve Starzec's Bank of the West, Wealth Management Experience January 2014 - Present
Job Market Leader/VP at Bank of the West Wealth Management
Industry Financial Services
Experience
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

Shelly O'Byrne, MBA, CFP®, CTFA Shelly O'Byrne, MBA, CFP®, CTFA Newport Beach, California Details
Shelly O'Byrne, MBA, CFP®, CTFA's Bank of the West, Wealth Management Experience March 2007 - Present
Job Vice President & Trust Office Manager at Bank of the West
Industry Investment Management
Experience
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

Edward Kleist Edward Kleist Greater Denver Area Details
Edward Kleist's Bank of the West, Wealth Management Experience CEOChambers Family Office2015 - 2015
Job Head of the Rocky Mountain Region of Family Wealth Advisors, Bank of The West Wealth Management/ BNP Paribas Group
Industry Investment Management
Experience
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