Citizens Bank Wealth Management

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Citizens Bank Wealth Management Employees

Employee
Years
Job
Industry
Heather Brooks Heather Brooks Flint, Michigan Details
Heather Brooks's Citizens Bank Wealth Management Experience October 1999 - Present
Job Assistant Vice President and Bank Officer, FirstMerit PrivateBank
Industry Banking
Experience
Citizens Bank Wealth Management   October 1999 - Present
Citizens Bank Wealth Management   1999 - May 2013
General Motors - SPO  May 1996 - September 1999

Skills
Wealth Management, Relationship Management, Financial Services, Sales Management, New Business Development, Marketing, Customer Service, Sales, Strategic Planning, Retirement Planning, Business Development, Team Building, Project Management, Marketing Strategy, Process Improvement, Customer Retention, Budgets, Building Relationships, Microsoft Office, Marketing Communications, Direct Marketing, Microsoft Excel, Cross Selling, Highly resourceful, Interior Design, Banking, PowerPoint, Multi Tasking, Negotiation, inno, nitro pdf, nitro, Public Speaking, Event Planning, Event Management, Advertising, Time Management, Credit, Investments, Loans, Portfolio Management, Retail Banking

Education
Central Michigan University   1996 — 1999
BAA, Communications and Technology

Brian Fix Brian Fix Greater Detroit Area Details
Brian Fix's Citizens Bank Wealth Management Experience July 2004 - June 2013
Job Vice President, Client Advisor at FirstMerit Private Bank
Industry Financial Services
Experience
FirstMerit Private Bank   June 2013 - Present
Citizens Bank Wealth Management   July 2004 - June 2013
Fifth Third Bank  1998 - 2001
Fifth Third Bank  1998 - 2001

Skills
Loans, Commercial Lending, Relationship Management, Sales, Sales Management, Retirement Planning, Small Business Lending, Risk Management, Mortgage Lending, Banking

Education
Central Michigan University   1985 — 1989
BS, Organizational Communication, Marketing, Business Management

Riverview Gabriel Richard High School   1981 — 1985
High School

Jennifer McGregor Jennifer McGregor Midland, Michigan Details
Jennifer McGregor's Citizens Bank Wealth Management Experience December 2005 - September 2010
Job Global Commercial Contract SME at The Dow Chemical Company
Industry Chemicals
Experience
The Dow Chemical Company  September 2010 - Present
Citizens Bank Wealth Management   December 2005 - September 2010

Skills
Process Improvement, Management, SharePoint, Marketing, Sales Management, Training, Account Management, Troubleshooting, Software Documentation, Logistics, Marketing Strategy, Strategic Planning, Strategy, Project Management, Cross-functional Team..., Customer Service, Leadership, Microsoft Office, Six Sigma

Education
Davenport University
Bachelor in Business, Business Administration

Delta College
Associate, Business Studies - Legal Assistant

Julia (Mikolajczyk) Deal Julia (Mikolajczyk) Deal Greater Detroit Area Details
Julia (Mikolajczyk) Deal's Citizens Bank Wealth Management Experience 2003 - 2008
Job VP Investments Risk Manager
Industry Investment Management
Experience
FirstMerit Bank  March 2008 - August 2013
Citizens Bank Wealth Management   2003 - 2008
Citizens Bank Wealth Management   1997 - 2003
Michigan National Bank  1993 - November 1997
Oxford Financial Group, Ltd.   1991 - 1993

Skills
Portfolio Management, Asset Management, Investments, Wealth Management, Financial Planning, Risk Management, Equities, Asset Allocation, Series 7, Strategic Financial..., Investment Management, Finance, Financial Advisory, Retirement Planning, Mutual Funds, Private Banking

Education
The Ohio State University   1984 — 1988
Bachelor's, Business Administration

Sherry A Sherry A Minneapolis, Minnesota Details
Sherry A's Citizens Bank Wealth Management Experience 2002 - 2010
Job Vice PresidentManaging Director, PCGAffluent Trust Center at U.S. Bank
Industry Financial Services
Experience
U.S. Bank   August 2012 - Present
1st Source Bank Personal Asset Management Group   January 2012 - August 2012
St. Mary's of Michigan   August 2007 - July 2011
Citizens Bank Wealth Management   2002 - 2010
National City Bank  1998 - 2002
First of America Bank  1989 - 1998

Education
University of Illinois at Chicago   2009 — 2011
Master of Science, Patient Safety Leadership

Northwood University
BBA, Business

ABA National Graduate Trust School   1980 — 1984

Deanna Gast Deanna Gast Lansing, Michigan Area Details
Deanna Gast's Citizens Bank Wealth Management Experience 1986 - January 2008
Job Gift Planning Advisor at Michigan State University
Industry Fund-Raising
Experience
Michigan State University  January 2008 - Present
Citizens Bank Wealth Management   1986 - January 2008
North Shore Bank  1982 - 1985

Skills
Fundraising, Program Development, Annual Giving, Nonprofits, Public Relations, Strategic Planning, Alumni Relations, Prospect Research, Grant Writing, Volunteer Management, Higher Education, Community Outreach, Stewardship

Education
The College of St. Scholastica   1979 — 1983
BA, Business

Michigan State University

Laura Sylvester Laura Sylvester Flint, Michigan Details
Laura Sylvester's Citizens Bank Wealth Management Experience 1989 - Present
Job Trust Accountant II at Citizens Bank Wealth Management, Now part of FirstMerit PrivateBank
Industry Financial Services
Experience
Citizens Bank Wealth Management   1989 - Present
Citizens Bank - Flint  1998 - 2003

Skills
Banking, Financial Analysis, Loans, Credit, Commercial Banking, Retail Banking, Deposits, Cash Management

Education
Baker College Business and Corporate Services   1982 — 1989
Bachelor, Computer Science, Accounting

Deb (DB) Nicolay Deb (DB) Nicolay Lansing, Michigan Area Details
Deb (DB) Nicolay's Citizens Bank Wealth Management Experience 1985 - March 2009
Job Retired as Vice President & Trust Officer at TriStar Trust Bank
Industry Financial Services
Experience
Tri-Star Trust Bank  August 2009 - October 2011
Citizens Bank Wealth Management   1985 - March 2009
Willingham & Cote', PC   1973 - 1985

Skills
Wealth Management, Estate Planning, Small Business Lending, Commercial Lending, Estate Administration, Credit, Asset Allocation, Retail Banking, Investments, Portfolio Management, Retirement Planning, Investment Advisory, Series 7, Financial Advisory

Education
Central Michigan University
BS, Business

Lansing Community College
Associates Business Administration, Paralegal

Jeff Bonk Jeff Bonk Greater Detroit Area Details
Jeff Bonk's Citizens Bank Wealth Management Experience 2009 - 2011
Job Mortgage Banker at Capital Mortgage Funding NMLS# 1077865
Industry Financial Services
Experience
Capital Mortgage Funding  October 2013 - Present
Citizens Bank Wealth Management   2009 - 2011
Bank of Birmingham  2005 - 2007
Huntington National Bank Private Financial Group   2003 - 2005
Fifth Third Bank Private Banking   1999 - 2003
Michigan National Bank  1979 - 1999

Skills
Wealth Management, Retail Banking, Sales Management, Relationship Management, Business Development, Private Banking, Small Business Lending, Mortgage Lending, Commercial Banking, Consumer Lending, Financial Services, Commercial Lending

Education
Denison University
Bachelor of Arts (B.A.)

CBA Graduate School of Retail Bank Management, University of Virgina

Molly Wilson Molly Wilson Greater Detroit Area Details
Molly Wilson's Citizens Bank Wealth Management Experience January 2008 - September 2013
Job Director Client Experience Operations at Telemus Capital LLC
Industry Investment Management
Experience
Telemus Capital LLC   May 2015 - Present
CIG Corp.  October 2013 - May 2015
Citizens Bank Wealth Management   January 2008 - September 2013
Qualigence  2003 - October 2007
Fifth Third Bank  1987 - 2003

Skills
Strategic Thinking, Possess strong..., Goal Oriented, Strong leadership skills, Proven ability to build..., Wealth Management, Leadership, Management, Employee Benefits, Small Business Lending, Marketing, Banking, Commercial Lending, Sales, Budgets, Investments, Finance, Retirement, Financial Analysis, Portfolio Management, Credit, Financial Planning, Financial Services

Education
Michigan State University   1978 — 1982
Bachelor of Arts (BA), Education

Cannon Financial Institute
Personal Trust

Cannon Financial Institute
Retirement Plans

Cannon Financial Institute
Leadership Conference

De Anna Burnett De Anna Burnett Lansing, Michigan Area Details
De Anna Burnett's Citizens Bank Wealth Management Experience March 2008 - January 2011
Job Registered Nurse
Industry Medical Practice
Experience
Sparrow Health System  March 2013 - Present
Sparrow Health System  October 2010 - March 2013
Eaton County Medical Care Facility  June 2012 - October 2012
Citizens Bank Wealth Management   March 2008 - January 2011
Sears Holdings Corporation  March 2004 - March 2008
Figure Skating Instructor   January 2000 - March 2008

Skills
Hospitals, Healthcare, Cpr Certified, Medical Terminology, BLS, Nursing, Patient Education, Vital Signs, EMR, Medication..., Patient Safety, Patient Advocacy, Medical/Surgical, Acute Care, HIPAA, Inpatient, Epic Systems, IV, Pain Management, Direct Patient Care, Telemetry

Education
Walden University   2014 — 2017
Bachelor's degree & Master's Degree, Nursing

Lansing Community College   2011 — 2012
Associate's degree, Nursing

Michigan State University   2004 — 2007
Bachelors of Science, Kinesiology

Joy Cramer Joy Cramer Greater Detroit Area Details
Joy Cramer's Citizens Bank Wealth Management Experience December 1976 - August 2002
Job Owner, Harmony Quilts
Industry Hospital & Health Care
Experience
Harmony Quilts/Retired   July 2011 - Present
Hurley Medical Center  June 2003 - June 2010
Citizens Bank Wealth Management   December 1976 - August 2002
McDonald Dairy   1968 - 1976

Skills
Quilt Artist, Design, sew, interpret,..., EHR, EMR, Healthcare Information..., Healthcare Management, Hospitals, Medicare, Nonprofits, Nursing

Education
Baker College of Flint

Northwood University
Bachelor of Business Administration (B.B.A.)

Laura Sylvester Laura Sylvester Greater Detroit Area Details
Laura Sylvester's Citizens Bank Wealth Management Experience September 2003 - February 2014
Job Sr. Wealth Investment Relationship Associate at FirstMerit Bank
Industry Banking
Experience
FirstMerit Bank  February 2014 - Present
Citizens Bank Wealth Management   September 2003 - February 2014
Citizens Bank  October 1999 - March 2003
Citizens Bank  September 1998 - October 1999
Citizens Bank  August 1993 - September 1998
Citizens Bank  June 1991 - August 1993
Citizens Bank  October 1989 - June 1991

Skills
Investments, Accounting, Tax, Wealth Management, Managerial Finance, Account Reconciliation, Banking, Credit, Financial Analysis, Commercial Banking, Financial Risk, Retail Banking

Education
Baker College of Flint   1986 — 1989
Bachelor of Applied Science (B.A.Sc.), Computer Science/Accounting

Baker College of Flint   1982 — 1985
Associate's degree, Accounting