First National Wealth Management
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
First National Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at First National Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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First National Wealth Management Employees
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
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
First National Wealth Management February 2008 - Present
Education
Chadron State College 1998 — 2003
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
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
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
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
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
First National Wealth Management January 2006 - Present
Skills
Financial Analysis
Education
Colorado State University 2002 — 2004
Business Administration, Finance
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
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