First National Wealth Management

Description

Address: 14010 FNB Pkwy #200, Omaha, NE 68154 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (402) 602-8749Website: Place name: : Category: : : : : : Website: http://www.fnbo.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of First National Wealth Management Posting publicly on the Web Write a review Reviews Be the first to review

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First National Wealth Management Employees

Employee
Years
Job
Industry
Cindy Gustafson, ChFC® Cindy Gustafson, ChFC® United States Details
Cindy Gustafson, ChFC®'s First National Wealth Management Experience May 2010 - Present
Job
Industry Financial Services
Experience
First National Wealth Management   May 2010 - Present
Ameriprise Financial Services, Inc.   March 2001 - May 2010
Ameriprise Financial Services, Inc.   July 1998 - February 2001

Skills
Personal Financial..., Retirement Planning, Retirement Savings, 401k Rollovers, Investment Advisory, Mutual Funds, Annuity Sales, Investments, Saving for Education, Wealth Accumulation, IRAs

Education
The American College   2011 — 2014
Financial Planning and Services

Northeast Wisconsin Technical College
Associate's degree, Accounting

Randy Campanale, CFA Randy Campanale, CFA Las Vegas, Nevada Details
Randy Campanale, CFA's First National Wealth Management Experience November 2004 - September 2006
Job Senior Vice President, Senior Portfolio Manager at Northern Trust
Industry Investment Management
Experience
Northern Trust  September 2006 - Present
The Public Education Foundation  1999 - 2012
First National Wealth Management   November 2004 - September 2006
Western National Trust Company   February 2003 - November 2004
Wells Fargo Private Client Services  November 1983 - November 2002
American Heart Association  2000 - 2002
First Interstate Bank  1995 - 1999

Skills
Wealth Management, Investments, Portfolio Management, Estate Planning, Alternative Investments, Investment Strategies, Asset Allocation, Equities, Investment Advisory, Financial Analysis, Investment Management, Loans, Strategic Planning, Asset Management, Banking, Credit, Finance, Mutual Funds

Education
UNLV   1973 — 1977
Bachelor of Science, Finance, General

Isaac Essay Isaac Essay Fort Collins, Colorado Details
Isaac Essay's First National Wealth Management Experience February 2008 - Present
Job Director, Private Client Services, First National Wealth Management
Industry Investment Management
Experience
First National Wealth Management   February 2008 - Present

Education
Chadron State College   1998 — 2003

Chad Jones, MA, CFP(R) Chad Jones, MA, CFP(R) Fort Collins, Colorado Details
Chad Jones, MA, CFP(R)'s First National Wealth Management Experience 2006 - January 2015
Job Financial Education Director at Colorado State University, College of Veterinary Medicine & Biomedical Sciences
Industry Education Management
Experience
Colorado State University  February 2015 - Present
First National Wealth Management   2006 - January 2015
First National Bank  2001 - 2006

Education
Colorado State University
Master's Degree

East Tennessee State University
Bachelor of Business Administration (BBA), Finance

Danny Noonan MBA,CMFC® Danny Noonan MBA,CMFC® Greater Omaha Area Details
Danny Noonan MBA,CMFC®'s First National Wealth Management Experience September 2012 - Present
Job Director , Private Client Services
Industry Financial Services
Experience
First National Wealth Management   September 2012 - Present
Morgan Stanley  November 2010 - August 2012
LPL  November 2001 - November 2010
Financial Network Investment Corporation, Member SIPC  January 2000 - November 2001
University of Nebraska-Lincoln  August 1993 - December 2000
NFL Players Association  April 1987 - September 1993
University of Nebraska-Lincoln  June 1983 - May 1987

Skills
Investments, Wealth Management, Financial Services, Financial Planning, Mutual Funds, Financial Advisory, Estate Planning, Series 7, Investment Management, Management

Education
Columbia Southern University   2008 — 2009
MBA, E-Business and Technology

Kaplan University   2005 — 2006
Wealth Management Specialist, Wealth Management

College for Financial Planning   2002 — 2003
CMFC, CHARTERED MUTUAL FUND COUNSELOR

University of Nebraska-Lincoln   1983 — 1987
Bachelor of Science Degree, Criminology with a Minor in Sociology

Sara Seely Sara Seely Greater Denver Area Details
Sara Seely's First National Wealth Management Experience October 2010 - October 2012
Job Experienced Business Development & Marketing Professional
Industry Marketing and Advertising
Experience
First National Bank, Colorado Corporate Banking Group   September 2013 - Present
WildRock Public Relations & Marketing   October 2012 - September 2013
First National Wealth Management   October 2010 - October 2012
First National Bank  May 2005 - October 2010
Sigma Kappa Sorority  June 2004 - April 2005

Skills
Public Relations, Non-profits, Event Planning, Fundraising, Marketing, Marketing Strategy, Project Management, Community Relations..., Public Speaking, Management, Nonprofits, Editing, Online Marketing, Organizational..., Community Development, Policy, Market Research, Media Relations, Press Releases, Sales, Social Media Marketing, Social Networking

Education
University of Northern Colorado   2000 — 2004
Bachelor of Science, Business Administration with an emphasis in Marketing

Alden Sherman Alden Sherman Greater Denver Area Details
Alden Sherman's First National Wealth Management Experience August 2007 - Present
Job Vice President at First National Wealth Management
Industry Investment Management
Experience
First National Wealth Management   August 2007 - Present
CU Art Museum Advisory Board   2008 - 2015
CU Art Museum Advisory Board   2008 - 2015
The Community Foundation Serving Boulder County  2014 - 2014
JP Morgan Private Client Services   August 2005 - August 2007
UBS Wealth Management  August 2002 - July 2005
Janus Capital Group  September 2000 - September 2001
MetLife  March 1999 - August 2000
Fidelity Investments  July 1995 - March 1999
John Hancock Life Insurance Company (U.S.A.)   August 1987 - June 1995

Skills
Wealth Management, Retirement, Investment Management, Marketing, Nonprofits, Financial Planners, Proposal Writing, Product Development, Software Project...

Education
Boston University - School of Management   1995 — 1999
Master of Business Administration (MBA), Finance, Marketing

Boston University
Master of Science (M.S.), Mass Communication/Media Studies

Tower Hill

University of Colorado at Boulder
Bachelor of Arts (B.A.), Political Science

Elizabeth Dodds Elizabeth Dodds Greater Denver Area Details
Elizabeth Dodds's First National Wealth Management Experience June 2007 - Present
Job Managing Director of Private Banking at First National Wealth Management
Industry Banking
Experience
First National Wealth Management   June 2007 - Present
First National Bank of Omaha  January 2009 - May 2011

Skills
Commercial Banking, Banking, Commercial Lending, Credit, Loans, Small Business Lending, Portfolio Management, Credit Analysis, Consumer Lending, Lines Of Credit, Finance, SBA, Treasury Management, Commercial Mortgages, Wealth Management, Loan Origination

Education
Immaculata University
Bachelor's degree, Accounting and Business/Management, Magna Cum Laude

Jill Sannes Jill Sannes Fort Collins, Colorado Area Details
Jill Sannes's First National Wealth Management Experience January 2006 - Present
Job Financial Planning Account Executive at First National Wealth Management
Industry Financial Services
Experience
First National Wealth Management   January 2006 - Present

Skills
Financial Analysis

Education
Colorado State University   2002 — 2004
Business Administration, Finance

Clay T. Henry, CFP Clay T. Henry, CFP Greater Philadelphia Area Details
Clay T. Henry, CFP's First National Wealth Management Experience October 2006 - December 2010
Job at Graystone Wealth Management
Industry Investment Management
Experience
Graystone Wealth Management   December 2010 - Present
First National Wealth Management   October 2006 - December 2010

Education
University of Pennsylvania - The Wharton School   1987 — 1989
MBA, Finance

United States Naval Academy   1978 — 1982
BSME, Mechanical Engineering

College for Financial Planning
CFP, Financial Planning

Brian Brown, CFP® Brian Brown, CFP® Blair, Nebraska Details
Brian Brown, CFP®'s First National Wealth Management Experience April 2008 - June 2014
Job Independent Financial Advisor
Industry Financial Services
Experience
PlanVest   July 2014 - Present
First National Wealth Management   April 2008 - June 2014
FPA - Financial Planning Association  2011 - 2014
Edward Jones  April 2004 - April 2008
Washington County Bank  January 2003 - April 2004

Skills
Wealth Management, Strategic Financial..., Investments, Portfolio Management, Business Development, Wealth, Finance, Income Protection, Income Tax, Life Transitions, Retirement Planning, Investment Advisory..., Asset Management, Certified Financial..., Investment Management

Education
College for Financial Planning   2009 — 2012
CFP, Certified Financial Planner

Cannon Financial Institute   2010 — 2010
CWS, Certified Wealth Strategist

College for Financial Planning   2009 — 2009
AAMS, Accredited Asset Management Specialist

Northwestern College   1998 — 2002
BA, Business Administration

Blair High