US BANK PRIVATE CLIENT GROUP
US BANK PRIVATE CLIENT GROUP List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at US BANK PRIVATE CLIENT GROUP. You can filter them based on skills, years of employment, job, education, department, and prior employment.
US BANK PRIVATE CLIENT GROUP Salaries. You can even request information on how much does US BANK PRIVATE CLIENT GROUP pay if you want to. Learn about salaries, pros and cons of working for US BANK PRIVATE CLIENT GROUP 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!
31 US BANK PRIVATE CLIENT GROUP employees in database. Find out everything there's to know about US BANK PRIVATE CLIENT GROUP 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.
US BANK PRIVATE CLIENT GROUP Employees
Employee
Years
Job
Industry
Pat Angland Pat Angland's US BANK PRIVATE CLIENT GROUP Experience December 2012 - Present
Job PatAngland@gmail.com
Industry Investment Management
Experience
US Bank Private Client Group December 2012 - Present
Stockman Asset Management January 2006 - December 2012
First Interstate Bank December 2000 - December 2005
Education
University of Montana 1983 — 1987
Bachelor of Business Administration (B.B., Finance
US Bank Private Client Group December 2012 - Present
Stockman Asset Management January 2006 - December 2012
First Interstate Bank December 2000 - December 2005
Education
University of Montana 1983 — 1987
Bachelor of Business Administration (B.B., Finance
Eva Pointer Eva Pointer's US BANK PRIVATE CLIENT GROUP Experience 1997 - May 2004
Job Community Resource Navigator/InPerson Assister Certified by the WA Health Benefit Exchange at SeaMar CHC
Industry Hospital & Health Care
Experience
SeaMar CHC October 2013 - Present
WF Global Financial Inst - Seattle June 2012 - January 2013
Wells Fargo Business Banking Group May 2004 - May 2012
US Bank Private Client Group 1997 - May 2004
Skills
Banking, Commercial Banking, Credit, Loans, Commercial Lending, Credit Analysis, Portfolio Management, Small Business Lending, Relationship Management, Retail Banking, Mortgage Lending, Cross Selling, Risk Management, Underwriting, Treasury Management, Loan Origination, Financial Services
Education
Adamson University 1979 — 1984
BSCE, Engineering
SeaMar CHC October 2013 - Present
WF Global Financial Inst - Seattle June 2012 - January 2013
Wells Fargo Business Banking Group May 2004 - May 2012
US Bank Private Client Group 1997 - May 2004
Skills
Banking, Commercial Banking, Credit, Loans, Commercial Lending, Credit Analysis, Portfolio Management, Small Business Lending, Relationship Management, Retail Banking, Mortgage Lending, Cross Selling, Risk Management, Underwriting, Treasury Management, Loan Origination, Financial Services
Education
Adamson University 1979 — 1984
BSCE, Engineering
Wendy Schulz Wendy Schulz's US BANK PRIVATE CLIENT GROUP Experience January 2007 - Present
Job Relationship Manager at US Bank Private Client Group
Industry Investment Banking
Experience
US Bank Private Client Group January 2007 - Present
Skills
Loans, Portfolio Management, Microsoft Office, Financial Analysis, Banking
Education
The College of St. Scholastica
Master of Business Administration (M.B.A.), Business Administration and Management, General
Superior Leadership 2009 — 2010
Leadership skills, Leadership
University of Arizona 1990 — 1995
Bachelor Science, Finance
US Bank Private Client Group January 2007 - Present
Skills
Loans, Portfolio Management, Microsoft Office, Financial Analysis, Banking
Education
The College of St. Scholastica
Master of Business Administration (M.B.A.), Business Administration and Management, General
Superior Leadership 2009 — 2010
Leadership skills, Leadership
University of Arizona 1990 — 1995
Bachelor Science, Finance
Emily Norman Emily Norman's US BANK PRIVATE CLIENT GROUP Experience July 2008 - September 2008
Job Project Manager at Wieden + Kennedy
Industry Marketing and Advertising
Experience
Wieden + Kennedy April 2014 - Present
Salt Communications July 2011 - April 2014
Portland Timbers January 2011 - November 2011
US Bank Private Client Reserve December 2009 - February 2011
Salt Communications June 2010 - October 2010
US Bank Private Client Group July 2008 - September 2008
Pi Beta Phi Fraternity January 2007 - January 2008
Eastmoreland Golf Course June 2002 - August 2005
Skills
Social Media, Social Media Marketing, Marketing, Advertising, Marketing Communications, Event Management, Customer Service, Facebook, Marketing Strategy, Digital Marketing, Sports Marketing, Digital Media, Copywriting, Integrated Marketing, Sales, Sponsorship, Project Management, Email Marketing, Online Advertising, Management, Account Management
Education
University of Oregon 2005 — 2009
BA, Business Administration
Copenhagen Business School 2008 — 2008
International Management, Sports Finance, Outsourcing Across Borders
Wieden + Kennedy April 2014 - Present
Salt Communications July 2011 - April 2014
Portland Timbers January 2011 - November 2011
US Bank Private Client Reserve December 2009 - February 2011
Salt Communications June 2010 - October 2010
US Bank Private Client Group July 2008 - September 2008
Pi Beta Phi Fraternity January 2007 - January 2008
Eastmoreland Golf Course June 2002 - August 2005
Skills
Social Media, Social Media Marketing, Marketing, Advertising, Marketing Communications, Event Management, Customer Service, Facebook, Marketing Strategy, Digital Marketing, Sports Marketing, Digital Media, Copywriting, Integrated Marketing, Sales, Sponsorship, Project Management, Email Marketing, Online Advertising, Management, Account Management
Education
University of Oregon 2005 — 2009
BA, Business Administration
Copenhagen Business School 2008 — 2008
International Management, Sports Finance, Outsourcing Across Borders
Monica Mattila Monica Mattila's US BANK PRIVATE CLIENT GROUP Experience July 2007 - Present
Job Private Client Representative at US Bank Private Client Group
Industry Banking
Experience
US Bank Private Client Group July 2007 - Present
Wells Fargo Bank 2002 - 2007
Wells Fargo Bank 1998 - 2002
Skills
Banking, Accounts Payable, Portfolio Management, Credit, Investment Banking, Credit Analysis, Capital Markets, Investments, Financial Analysis, Business Analysis, Equities, Credit Risk, Financial Modeling, Loans, Valuation, Analytics, Fixed Income, Analysis, Corporate Finance, Risk Management, Retail Banking
Education
Brainerd Community College 1987 — 1988
Associate of Arts and Sciences (AAS), Business Management
Brainerd AVTI 1986 — 1988
Diploma, Sales & Marketing, 2 yr degree
The College of St. Scholastica
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
US Bank Private Client Group July 2007 - Present
Wells Fargo Bank 2002 - 2007
Wells Fargo Bank 1998 - 2002
Skills
Banking, Accounts Payable, Portfolio Management, Credit, Investment Banking, Credit Analysis, Capital Markets, Investments, Financial Analysis, Business Analysis, Equities, Credit Risk, Financial Modeling, Loans, Valuation, Analytics, Fixed Income, Analysis, Corporate Finance, Risk Management, Retail Banking
Education
Brainerd Community College 1987 — 1988
Associate of Arts and Sciences (AAS), Business Management
Brainerd AVTI 1986 — 1988
Diploma, Sales & Marketing, 2 yr degree
The College of St. Scholastica
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Alice Cantrell Alice Cantrell's US BANK PRIVATE CLIENT GROUP Experience July 2007 - March 2011
Job Scanner
Industry Civil Engineering
Experience
Key Personnel March 2011 - Present
US Bank, Private Client Group July 2007 - March 2011
Nike, Inc June 1985 - November 2006
Skills
Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft Powerpoint, Microsoft Outlook, Lotus Notes, ACT!, Administrative..., Books, Bookkeeping, Customer Service, Databases, General Ledger, Scanners, Adobe Acrobat, Adobe Photoshop, Internet, Web Design, Web Development, Dreamweaver, Financal Assistant, Mail Merge, Mass Mailing, Mailing Lists, Filing, Accounts Receivable, Problem Solving, Bookbinding, Access, PowerPoint, Spreadsheets
Education
Northeastern State University
Bachelor of Science, Industrial Technology
Sharon Lance Word Processing School
Key Personnel March 2011 - Present
US Bank, Private Client Group July 2007 - March 2011
Nike, Inc June 1985 - November 2006
Skills
Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft Powerpoint, Microsoft Outlook, Lotus Notes, ACT!, Administrative..., Books, Bookkeeping, Customer Service, Databases, General Ledger, Scanners, Adobe Acrobat, Adobe Photoshop, Internet, Web Design, Web Development, Dreamweaver, Financal Assistant, Mail Merge, Mass Mailing, Mailing Lists, Filing, Accounts Receivable, Problem Solving, Bookbinding, Access, PowerPoint, Spreadsheets
Education
Northeastern State University
Bachelor of Science, Industrial Technology
Sharon Lance Word Processing School
Wood Hull Wood Hull's US BANK PRIVATE CLIENT GROUP Experience Manage a group of 17 Professionals delivering complex trust and investment services to bank clients$
Job Sr Managing Director Trust at US Bank Private Client Group
Industry Financial Services
Experience
US Bank Private Client Group Manage a group of 17 Professionals delivering complex trust and investment services to bank clients$
Skills
Financial Analysis, Project Management, Customer Service, Strategic Planning, Risk Management, Banking, Investments, Microsoft Word, Management, Estate Planning, Portfolio Management, Wealth Management, Finance, Sales, Financial Planning, Leadership
Education
Creighton University School of Law 1981 — 1984
Doctor of Law (J.D.)
Creighton University 1976 — 1978
Bachelor of Arts (B.A.), Psychology
US Bank Private Client Group Manage a group of 17 Professionals delivering complex trust and investment services to bank clients$
Skills
Financial Analysis, Project Management, Customer Service, Strategic Planning, Risk Management, Banking, Investments, Microsoft Word, Management, Estate Planning, Portfolio Management, Wealth Management, Finance, Sales, Financial Planning, Leadership
Education
Creighton University School of Law 1981 — 1984
Doctor of Law (J.D.)
Creighton University 1976 — 1978
Bachelor of Arts (B.A.), Psychology
Rob Melin Rob Melin's US BANK PRIVATE CLIENT GROUP Experience April 2006 - April 2007
Job Banking, Wealth, and Insurance Solutions for Attorneys, Physicians, Law Firms, Medical Clinics, and, Business Owners
Industry Banking
Experience
Johnson Bank July 2011 - Present
Boys & Girls Clubs of Greater Milwaukee June 2011 - Present
Port Catholic School 2009 - Present
Rebuilding Together Greater Milwaukee July 2007 - Present
Big Brothers Big Sisters of Ozaukee County September 2003 - Present
Feith Family YMCA, Saukville June 2011 - March 2014
New England Financial, The Wisconsin Group May 2010 - July 2011
FKA AMCORE Bank April 2007 - April 2009
US Bank Private Client Group April 2006 - April 2007
TCF National Bank January 2000 - April 2006
Skills
Cash Management, Commercial Banking, Banking, Mortgage Lending, Professional Services, Plannning, Credit, Commercial Lending, Small Business, Valuation, Investments, Cold Calling, Customer Service, Business Development, Finance, Private Banking, Loans, Accounting, Insurance, Management, Portfolio Management, Financial Analysis, Sales, Treasury Management, Consumer Lending, Small Business Lending, Financial Advisory, Selling, Credit Analysis, Series 7, Strategic Financial..., Wealth Management, Cross Selling, Risk Management, Financial Services, Underwriting, Relationship Management, Retirement Planning, Retirement, Mutual Funds, Securities, Asset Allocation, Executive Management, Investment Advisory, Life Insurance, Wealth Management..., Deposits, Lines Of Credit, Estate Planning, Retail Banking
Education
UW-Madison School of Business Master's Program 1990 — 1993
Master of Science, Banking, Finance, and Investments
Gustavus Adolphus College 1984 — 1988
Bachelor of Arts, Financial Economics
Ashland High School 1980 — 1984
Johnson Bank July 2011 - Present
Boys & Girls Clubs of Greater Milwaukee June 2011 - Present
Port Catholic School 2009 - Present
Rebuilding Together Greater Milwaukee July 2007 - Present
Big Brothers Big Sisters of Ozaukee County September 2003 - Present
Feith Family YMCA, Saukville June 2011 - March 2014
New England Financial, The Wisconsin Group May 2010 - July 2011
FKA AMCORE Bank April 2007 - April 2009
US Bank Private Client Group April 2006 - April 2007
TCF National Bank January 2000 - April 2006
Skills
Cash Management, Commercial Banking, Banking, Mortgage Lending, Professional Services, Plannning, Credit, Commercial Lending, Small Business, Valuation, Investments, Cold Calling, Customer Service, Business Development, Finance, Private Banking, Loans, Accounting, Insurance, Management, Portfolio Management, Financial Analysis, Sales, Treasury Management, Consumer Lending, Small Business Lending, Financial Advisory, Selling, Credit Analysis, Series 7, Strategic Financial..., Wealth Management, Cross Selling, Risk Management, Financial Services, Underwriting, Relationship Management, Retirement Planning, Retirement, Mutual Funds, Securities, Asset Allocation, Executive Management, Investment Advisory, Life Insurance, Wealth Management..., Deposits, Lines Of Credit, Estate Planning, Retail Banking
Education
UW-Madison School of Business Master's Program 1990 — 1993
Master of Science, Banking, Finance, and Investments
Gustavus Adolphus College 1984 — 1988
Bachelor of Arts, Financial Economics
Ashland High School 1980 — 1984
Christopher Ollis, CFP®'s US BANK PRIVATE CLIENT GROUP Experience June 2011 - Present
Job Senior Portfolio Manager, US Bank Private Client Group
Industry Investment Management
Experience
US Bank Private Client Group June 2011 - Present
The Commerce Trust Company August 2004 - June 2011
A.G. Edwards & Sons, Inc. July 1997 - August 2004
Skills
Retirement Planning
Education
University of Missouri-Columbia 1994 — 1996
MBA, Finance
University of Missouri-Columbia 1990 — 1994
BA, History
University of Missouri-Columbia 1990 — 1994
BA, Political Science
US Bank Private Client Group June 2011 - Present
The Commerce Trust Company August 2004 - June 2011
A.G. Edwards & Sons, Inc. July 1997 - August 2004
Skills
Retirement Planning
Education
University of Missouri-Columbia 1994 — 1996
MBA, Finance
University of Missouri-Columbia 1990 — 1994
BA, History
University of Missouri-Columbia 1990 — 1994
BA, Political Science
Charlotte Hilterbrand Charlotte Hilterbrand's US BANK PRIVATE CLIENT GROUP Experience July 1967 - Present
Job Principal Broker at Commonwealth Properties
Industry Banking
Experience
US Bank Private Client Group July 1967 - Present
Maysville KY June 1964 - June 1967
Skills
Banking, Credit, Loans, Commercial Banking, Retail Banking, Credit Analysis, Commercial Lending, Mortgage Lending, Customer Service, Small Business Lending, Financial Analysis, Consumer Lending
Education
Cannon Trust School, Charlotte, North Carolina
Maysville Community and Technical College
US Bank Private Client Group July 1967 - Present
Maysville KY June 1964 - June 1967
Skills
Banking, Credit, Loans, Commercial Banking, Retail Banking, Credit Analysis, Commercial Lending, Mortgage Lending, Customer Service, Small Business Lending, Financial Analysis, Consumer Lending
Education
Cannon Trust School, Charlotte, North Carolina
Maysville Community and Technical College
Andrea McKinney's US BANK PRIVATE CLIENT GROUP Experience April 2000 - August 2002
Job Vice President at Central Trust Company
Industry Investment Management
Experience
Central Trust & Investment Company March 2010 - Present
Commerce Bank September 2002 - October 2008
US Bank Private Client Group April 2000 - August 2002
McKesson August 1997 - April 2000
PaineWebber October 1990 - September 1993
Skills
Wealth Management, Portfolio Management, Strategic Financial..., Investment Management, Estate Planning, Financial Services, Private Banking, Asset Management, High Net Worth..., Investments, Marketing, Retirement Planning, Small Business Lending, Banking, Equities, Mutual Funds, Investment Advisory, Strategic Planning, Series 7, Asset Allocation, Financial Planning, Investment Strategies, Commercial Lending, Wealth Management..., Loans, Financial Analysis, Small Business, Credit, Marketing Communications, Mortgage Lending, Fixed Income, Public Speaking, Community leadership
Education
Missouri State University 1994 — 2002
MBA, Management
The University of Kansas 1986 — 1990
BA, Economics
Greenwood Laboratory School 1973 — 1986
Central Trust & Investment Company March 2010 - Present
Commerce Bank September 2002 - October 2008
US Bank Private Client Group April 2000 - August 2002
McKesson August 1997 - April 2000
PaineWebber October 1990 - September 1993
Skills
Wealth Management, Portfolio Management, Strategic Financial..., Investment Management, Estate Planning, Financial Services, Private Banking, Asset Management, High Net Worth..., Investments, Marketing, Retirement Planning, Small Business Lending, Banking, Equities, Mutual Funds, Investment Advisory, Strategic Planning, Series 7, Asset Allocation, Financial Planning, Investment Strategies, Commercial Lending, Wealth Management..., Loans, Financial Analysis, Small Business, Credit, Marketing Communications, Mortgage Lending, Fixed Income, Public Speaking, Community leadership
Education
Missouri State University 1994 — 2002
MBA, Management
The University of Kansas 1986 — 1990
BA, Economics
Greenwood Laboratory School 1973 — 1986
Kristen Wilcox Kristen Wilcox's US BANK PRIVATE CLIENT GROUP Experience March 2010 - August 2012
Job Change Agent
Industry Performing Arts
Experience
US Bank Private Client Group March 2010 - August 2012
Guaranty Bank & Trust Company 2009 - 2010
Maslon Edelman Borman & Brand, LLP 2004 - 2006
Skills
Legal Research, Legal Writing, Estate Planning, Non-profits, Public Speaking, Fundraising, Communication, Strategic Planning, Strategic Thinking
Education
University of Iowa College of Law 2001 — 2003
J.D.
Gustavus Adolphus College 1992 — 1996
B.A., Philosophy and French
US Bank Private Client Group March 2010 - August 2012
Guaranty Bank & Trust Company 2009 - 2010
Maslon Edelman Borman & Brand, LLP 2004 - 2006
Skills
Legal Research, Legal Writing, Estate Planning, Non-profits, Public Speaking, Fundraising, Communication, Strategic Planning, Strategic Thinking
Education
University of Iowa College of Law 2001 — 2003
J.D.
Gustavus Adolphus College 1992 — 1996
B.A., Philosophy and French
David Guthrie David Guthrie's US BANK PRIVATE CLIENT GROUP Experience 1989 - 2005
Job President
Industry Investment Management
Experience
America First Investment Advisors LLC October 2007 - Present
Wells Fargo Private Bank 2005 - 2007
US Bank Private Client Group 1989 - 2005
Commercial Federal Bank 1978 - 1989
Education
University of Washington, Michael G. Foster School of Business 1998 — 2000
PCBS- Banking
University of Nebraska-Lincoln 1982 — 1987
MBA, Economics
University of Nebraska-Lincoln 1978 — 1982
Bachelor of Science, Education-Secondary
America First Investment Advisors LLC October 2007 - Present
Wells Fargo Private Bank 2005 - 2007
US Bank Private Client Group 1989 - 2005
Commercial Federal Bank 1978 - 1989
Education
University of Washington, Michael G. Foster School of Business 1998 — 2000
PCBS- Banking
University of Nebraska-Lincoln 1982 — 1987
MBA, Economics
University of Nebraska-Lincoln 1978 — 1982
Bachelor of Science, Education-Secondary
Kristy Pohl Kristy Pohl's US BANK PRIVATE CLIENT GROUP Experience May 2003 - September 2007
Job DEPUTY TREASURER at Butler County
Industry Government Administration
Experience
Butler County September 2007 - Present
US BANK PRIVATE CLIENT GROUP May 2003 - September 2007
US Bank May 2000 - May 2003
Skills
Government, Nonprofits, Public Speaking, Microsoft Excel, PowerPoint, Financial Reporting, Customer Service, Microsoft Office, Strategic Planning, Outlook, Financial Analysis, Microsoft Word, Research, Finance, Credit, Sales
Education
University of Nebraska-Lincoln 1999 — 2003
BS, BUSINESS ADMINISTRATION
AQUINAS HIGH SCHOOL 1995 — 1999
Butler County September 2007 - Present
US BANK PRIVATE CLIENT GROUP May 2003 - September 2007
US Bank May 2000 - May 2003
Skills
Government, Nonprofits, Public Speaking, Microsoft Excel, PowerPoint, Financial Reporting, Customer Service, Microsoft Office, Strategic Planning, Outlook, Financial Analysis, Microsoft Word, Research, Finance, Credit, Sales
Education
University of Nebraska-Lincoln 1999 — 2003
BS, BUSINESS ADMINISTRATION
AQUINAS HIGH SCHOOL 1995 — 1999
Jason Pokrzywinski Jason Pokrzywinski's US BANK PRIVATE CLIENT GROUP Experience February 2003 - April 2005
Job Vice President, Investment Management Solutions at Wells Fargo
Industry Investment Management
Experience
Wells Fargo September 2013 - Present
ICON Advisers October 2005 - August 2012
ICON Advisers October 2005 - August 2012
US Bank Private Client Group February 2003 - April 2005
McDonald Investments/Key bank November 2001 - January 2003
Wells Fargo Investments April 1999 - November 2001
Smith Barney - Citibank June 1992 - March 1999
Skills
Product Development, Product Management, Product Marketing, Investment Strategies, Mutual Funds, Marketing Strategy, Asset Managment, Series 7, Product Strategy, Product Launches, Alternative Investments, Separately Managed..., Cross-functional Team..., Wealth Management, Financial Planning, Financial Analysis, Building Relationships, High Net Worth..., Investment Management, Non-profits, Fundraising, Strategic Financial..., Asset Management, Nonprofits, Marketing, Strategy, Portfolio Management, Asset Allocation, Financial Services, ETFs, Equities, Financial Advisory, Investment Advisory, Series 63, Bonds, Securities
Education
California Polytechnic State University-San Luis Obispo 1989 — 1992
BS, Finance
Carmel High School 1985 — 1987
Cypress Elem
Wells Fargo September 2013 - Present
ICON Advisers October 2005 - August 2012
ICON Advisers October 2005 - August 2012
US Bank Private Client Group February 2003 - April 2005
McDonald Investments/Key bank November 2001 - January 2003
Wells Fargo Investments April 1999 - November 2001
Smith Barney - Citibank June 1992 - March 1999
Skills
Product Development, Product Management, Product Marketing, Investment Strategies, Mutual Funds, Marketing Strategy, Asset Managment, Series 7, Product Strategy, Product Launches, Alternative Investments, Separately Managed..., Cross-functional Team..., Wealth Management, Financial Planning, Financial Analysis, Building Relationships, High Net Worth..., Investment Management, Non-profits, Fundraising, Strategic Financial..., Asset Management, Nonprofits, Marketing, Strategy, Portfolio Management, Asset Allocation, Financial Services, ETFs, Equities, Financial Advisory, Investment Advisory, Series 63, Bonds, Securities
Education
California Polytechnic State University-San Luis Obispo 1989 — 1992
BS, Finance
Carmel High School 1985 — 1987
Cypress Elem
JP Nicols JP Nicols's US BANK PRIVATE CLIENT GROUP Experience 2003 - 2008
Job Innovation, Strategy and Leadership Advisor
Industry Management Consulting
Experience
Innosect January 2015 - Present
Bank Innovators Council August 2013 - Present
Next Bank USA January 2014 - Present
Advizr January 2014 - Present
Pacific Coast Banking School August 2015 - Present
Clientific June 2012 - January 2015
Bank Solutions Group, LLC April 2013 - June 2014
Balance Financial September 2012 - October 2013
US Bank Wealth Management Group January 2008 - June 2012
US Bank Private Client Group 2003 - 2008
Skills
Strategy, Banking, Wealth Management, Leadership, Private Banking, Risk Management, Entrepreneurship, Strategic Planning, Executive Management, Business Strategy, Leadership Development, Innovation, Sales Management, Marketing Strategy, Change Management, Relationship Management, Commercial Lending, Commercial Banking, Portfolio Management, Strategic Financial..., Cross Selling, Communication, Social Media, Customer Experience, Loans, Retirement Planning, Public Speaking, Management, High Net Worth..., Performance Improvement, Organizational..., Team Leadership, Coaching, Social Media Marketing, Cross-functional Team..., Talent Management, Strategic Communications, Social Networking, Turn Around Management, Financial Advisory, Turnarounds, Organizational Change, Credit, Financial Services, Financial Planning, Business Development
Education
University of Minnesota - Carlson School of Management 2006 — 2007
Executive Program, Leadership Excellence
Cannon Financial Institute 1999 — 2003
Graduate- Personal Trust School, Financial and Estate Planning
College for Financial Planning 1994 — 1996
CFP® Certificant, Certified Financial Planner™ program
Cleveland State University 1989 — 1994
MBA, Marketing and Finance
Buckinghamshire New University 1993 — 1993
Research Project, The Market for Bank Managed Mutual Funds in the U.K.
The University of Akron 1979 — 1984
BA, Communications
Innosect January 2015 - Present
Bank Innovators Council August 2013 - Present
Next Bank USA January 2014 - Present
Advizr January 2014 - Present
Pacific Coast Banking School August 2015 - Present
Clientific June 2012 - January 2015
Bank Solutions Group, LLC April 2013 - June 2014
Balance Financial September 2012 - October 2013
US Bank Wealth Management Group January 2008 - June 2012
US Bank Private Client Group 2003 - 2008
Skills
Strategy, Banking, Wealth Management, Leadership, Private Banking, Risk Management, Entrepreneurship, Strategic Planning, Executive Management, Business Strategy, Leadership Development, Innovation, Sales Management, Marketing Strategy, Change Management, Relationship Management, Commercial Lending, Commercial Banking, Portfolio Management, Strategic Financial..., Cross Selling, Communication, Social Media, Customer Experience, Loans, Retirement Planning, Public Speaking, Management, High Net Worth..., Performance Improvement, Organizational..., Team Leadership, Coaching, Social Media Marketing, Cross-functional Team..., Talent Management, Strategic Communications, Social Networking, Turn Around Management, Financial Advisory, Turnarounds, Organizational Change, Credit, Financial Services, Financial Planning, Business Development
Education
University of Minnesota - Carlson School of Management 2006 — 2007
Executive Program, Leadership Excellence
Cannon Financial Institute 1999 — 2003
Graduate- Personal Trust School, Financial and Estate Planning
College for Financial Planning 1994 — 1996
CFP® Certificant, Certified Financial Planner™ program
Cleveland State University 1989 — 1994
MBA, Marketing and Finance
Buckinghamshire New University 1993 — 1993
Research Project, The Market for Bank Managed Mutual Funds in the U.K.
The University of Akron 1979 — 1984
BA, Communications
Griffin Voth Griffin Voth's US BANK PRIVATE CLIENT GROUP Experience May 2013 - Present
Job Portfolio Manager at US Bank
Industry Investment Management
Experience
US Bank: Private Client Group May 2013 - Present
US Bank: Private Client Group October 2010 - May 2013
US Bank, Private Client Group April 2007 - November 2010
Renaissance Financial 2006 - 2007
Skills
Portfolio Management, Asset Managment, Alternative Investments, Options Strategies, Wealth Management, Investments, Asset Allocation, Fixed Income, Mutual Funds, Management, Securities, Investment Management, Options, Finance, Financial Services, Strategy, Retirement Planning, Financial Advisory, Asset Management
Education
University of Missouri-Columbia 2004 — 2006
Bachelor of Science (BS), Finance and Banking
Maryville University of Saint Louis 2002 — 2004
Bachelor of Science (BS), Business Administration and Management, General
US Bank: Private Client Group May 2013 - Present
US Bank: Private Client Group October 2010 - May 2013
US Bank, Private Client Group April 2007 - November 2010
Renaissance Financial 2006 - 2007
Skills
Portfolio Management, Asset Managment, Alternative Investments, Options Strategies, Wealth Management, Investments, Asset Allocation, Fixed Income, Mutual Funds, Management, Securities, Investment Management, Options, Finance, Financial Services, Strategy, Retirement Planning, Financial Advisory, Asset Management
Education
University of Missouri-Columbia 2004 — 2006
Bachelor of Science (BS), Finance and Banking
Maryville University of Saint Louis 2002 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Luke Kasten Luke Kasten's US BANK PRIVATE CLIENT GROUP Experience April 2007 - July 2015
Job Vice President & Banking Advisor at PNC
Industry Banking
Experience
PNC Wealth Management August 2015 - Present
US Bank Private Client Group April 2007 - July 2015
Skills
Loans, Lines Of Credit, Consumer Lending, Credit, Credit Analysis, Mortgage Lending, Home Equity Loans, Home Equity Lines of..., Wealth Management, Private Banking, Credit Risk, Underwriting, Cash Management, Relationship Management, Asset Based Lending, Unsecured Loans, Debt Consolidation, Client Development, Income Properties, Liquidity Analysis, SBA, Financial Analysis, Customer Service
Education
Concordia University-Wisconsin 2001 — 2005
Justice & Public Policy, Accounting
PNC Wealth Management August 2015 - Present
US Bank Private Client Group April 2007 - July 2015
Skills
Loans, Lines Of Credit, Consumer Lending, Credit, Credit Analysis, Mortgage Lending, Home Equity Loans, Home Equity Lines of..., Wealth Management, Private Banking, Credit Risk, Underwriting, Cash Management, Relationship Management, Asset Based Lending, Unsecured Loans, Debt Consolidation, Client Development, Income Properties, Liquidity Analysis, SBA, Financial Analysis, Customer Service
Education
Concordia University-Wisconsin 2001 — 2005
Justice & Public Policy, Accounting
Jeremy Davis's US BANK PRIVATE CLIENT GROUP Experience March 2008 - January 2010
Job Modernizing Content Marketing | Streamlining Marketing Processes | Driving Change
Industry Computer Software
Experience
Kapost May 2015 - Present
Holly Oak Enterprises, LLC January 2008 - Present
Jive Software July 2014 - April 2015
Sitrion (formerly NewsGator Technologies, Inc.) January 2010 - June 2014
US Bank Private Client Group March 2008 - January 2010
Ferguson Enterprises 2005 - 2008
Skills
Account Management, Business Development, Salesforce.com, SaaS, Solution Selling, Enterprise Software, New Business Development, Sales Management, Direct Sales, Lead Generation, Sales, Sales Process, Social Computing, Cloud Computing, Marketing Strategy
Education
University of Colorado at Denver 2008 — 2012
M.B.A.
University of Tennessee-Knoxville 2000 — 2005
B.A., Business
Kapost May 2015 - Present
Holly Oak Enterprises, LLC January 2008 - Present
Jive Software July 2014 - April 2015
Sitrion (formerly NewsGator Technologies, Inc.) January 2010 - June 2014
US Bank Private Client Group March 2008 - January 2010
Ferguson Enterprises 2005 - 2008
Skills
Account Management, Business Development, Salesforce.com, SaaS, Solution Selling, Enterprise Software, New Business Development, Sales Management, Direct Sales, Lead Generation, Sales, Sales Process, Social Computing, Cloud Computing, Marketing Strategy
Education
University of Colorado at Denver 2008 — 2012
M.B.A.
University of Tennessee-Knoxville 2000 — 2005
B.A., Business
Christy Johnston, CFA's US BANK PRIVATE CLIENT GROUP Experience March 2010 - June 2012
Job Vice President & Investment Portfolio Manager at US Bank Private Client Reserve
Industry Investment Management
Experience
US Bank- Private Client Reserve June 2012 - Present
US Bank- Private Client Group March 2010 - June 2012
Bremer Asset Management December 2006 - March 2010
Bremer Asset Management July 2005 - December 2006
Morgan Stanley June 2003 - May 2005
Skills
Factset, Asset Allocation, Bloomberg, Equities, Fixed Income, Overlay, High Net Worth..., Alternative Investment..., Hedge Funds, Financial Risk, Wealth Management..., Finance, Investments, Investment Management, Portfolio Management, Wealth Management, Asset Management, Alternative Investments, Financial Analysis
Education
Colorado State University 2001 — 2005
Business-Finance, Minor in Political Science
US Bank- Private Client Reserve June 2012 - Present
US Bank- Private Client Group March 2010 - June 2012
Bremer Asset Management December 2006 - March 2010
Bremer Asset Management July 2005 - December 2006
Morgan Stanley June 2003 - May 2005
Skills
Factset, Asset Allocation, Bloomberg, Equities, Fixed Income, Overlay, High Net Worth..., Alternative Investment..., Hedge Funds, Financial Risk, Wealth Management..., Finance, Investments, Investment Management, Portfolio Management, Wealth Management, Asset Management, Alternative Investments, Financial Analysis
Education
Colorado State University 2001 — 2005
Business-Finance, Minor in Political Science
Chris Burr's US BANK PRIVATE CLIENT GROUP Experience June 2000 - January 2003
Job Senior Vice President at AmericanWest Bank
Industry Banking
Experience
AmericanWest Bank February 2003 - Present
US Bank Private Client Group June 2000 - January 2003
Peninsula Bank of San Diego August 1993 - June 2000
Bank of Southern California October 1990 - July 1993
La Jolla Bank & Trust Company November 1983 - September 1990
Education
Pacific Coast Banking School 1995 — 1997
Honors Graduate
University of California, Los Angeles 1978 — 1982
BA, Sociology
AmericanWest Bank February 2003 - Present
US Bank Private Client Group June 2000 - January 2003
Peninsula Bank of San Diego August 1993 - June 2000
Bank of Southern California October 1990 - July 1993
La Jolla Bank & Trust Company November 1983 - September 1990
Education
Pacific Coast Banking School 1995 — 1997
Honors Graduate
University of California, Los Angeles 1978 — 1982
BA, Sociology
Lea Emery's US BANK PRIVATE CLIENT GROUP Experience July 2005 - December 2008
Job Business Development Director, Glenmede
Industry Investment Management
Experience
The Glenmede Trust Company, N.A. September 2015 - Present
Christie's May 2013 - July 2014
Christie's January 2012 - April 2013
Neuberger Museum of Art June 2010 - January 2012
Neuberger Museum of Art December 2008 - January 2012
US Bank Private Client Group July 2005 - December 2008
Leadership Cincinnati Class XXIX 2005 - 2006
Taft Museum of Art 1996 - June 2005
Member January 2004 - December 2004
US Bank Private Client Group 1993 - 1996
Skills
Fundraising, Philanthropy, Nonprofits, Public Relations, Event Management, Portfolio Management, Social Media, Art, Marketing, Fine Art, Strategic Planning, Non-profits, Wealth Management, Grant Writing, Museums, Management, Event Planning, Public Speaking, Leadership, Strategy
Education
Mount Holyoke College 1984 — 1988
B.A., International Relations, Art History
University of Cincinnati CCM 1996 — 1998
Master's Degree, Arts Administration
University of Cincinnati College of Business 1996 — 1998
Master of Business Administration (M.B.A.)
The Glenmede Trust Company, N.A. September 2015 - Present
Christie's May 2013 - July 2014
Christie's January 2012 - April 2013
Neuberger Museum of Art June 2010 - January 2012
Neuberger Museum of Art December 2008 - January 2012
US Bank Private Client Group July 2005 - December 2008
Leadership Cincinnati Class XXIX 2005 - 2006
Taft Museum of Art 1996 - June 2005
Member January 2004 - December 2004
US Bank Private Client Group 1993 - 1996
Skills
Fundraising, Philanthropy, Nonprofits, Public Relations, Event Management, Portfolio Management, Social Media, Art, Marketing, Fine Art, Strategic Planning, Non-profits, Wealth Management, Grant Writing, Museums, Management, Event Planning, Public Speaking, Leadership, Strategy
Education
Mount Holyoke College 1984 — 1988
B.A., International Relations, Art History
University of Cincinnati CCM 1996 — 1998
Master's Degree, Arts Administration
University of Cincinnati College of Business 1996 — 1998
Master of Business Administration (M.B.A.)
Paul Scheu's US BANK PRIVATE CLIENT GROUP Experience 2002 - 2007
Job Sr. Portfolio Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2007 - Present
US Bank Private Client Group 2002 - 2007
US Bank Trust 1992 - 2002
Education
Miami University 1978 — 1981
Bachelor of Arts, Economics
TIAA-CREF 2007 - Present
US Bank Private Client Group 2002 - 2007
US Bank Trust 1992 - 2002
Education
Miami University 1978 — 1981
Bachelor of Arts, Economics
Jacqueline Copeland-Carson's US BANK PRIVATE CLIENT GROUP Experience May 2000 - October 2006
Job Chief Operations Officer, Catholic Charities of Santa Clara County
Industry Nonprofit Organization Management
Experience
Catholic Charities of Santa Clara County January 2015 - Present
Copeland Carson & Associates November 2006 - Present
African Women's Development Fund USA August 2011 - December 2013
US Bank Private Client Group May 2000 - October 2006
The Philadelphia Foundation 1991 - 1995
Organization and Management Group 1985 - 1991
Skills
Nonprofits, Grants, Executive Management, Community Development, Start-ups, Strategic Planning, Program Development, Investments, Program Management, Philanthropy, Social Entrepreneurship, Public Speaking, Leadership, Management, Fundraising, Philanthropy/Social..., Design, Social Media, Research
Education
University of Pennsylvania
Ph.D. and 2 Masters, Anthropology and Urban Design with U.S., Africa, South Asia and Diaspora concentrations
Georgetown University 1980 — 1984
BA, Literature and African Studies
Catholic Charities of Santa Clara County January 2015 - Present
Copeland Carson & Associates November 2006 - Present
African Women's Development Fund USA August 2011 - December 2013
US Bank Private Client Group May 2000 - October 2006
The Philadelphia Foundation 1991 - 1995
Organization and Management Group 1985 - 1991
Skills
Nonprofits, Grants, Executive Management, Community Development, Start-ups, Strategic Planning, Program Development, Investments, Program Management, Philanthropy, Social Entrepreneurship, Public Speaking, Leadership, Management, Fundraising, Philanthropy/Social..., Design, Social Media, Research
Education
University of Pennsylvania
Ph.D. and 2 Masters, Anthropology and Urban Design with U.S., Africa, South Asia and Diaspora concentrations
Georgetown University 1980 — 1984
BA, Literature and African Studies
Jean Lewis's US BANK PRIVATE CLIENT GROUP Experience 2000 - 2006
Job VP/Wealth Management Advisor
Industry Financial Services
Experience
U.S. Bank Private Client Reserve April 2014 - Present
Key Private Bank September 2009 - April 2014
Key Private Bank 2009 - April 2014
Wells Fargo March 2006 - May 2009
Wells Fargo Wealth Management Group 2006 - 2009
US Bank Private Client Group 2000 - 2006
Skills
Wealth Management, Strategic Financial..., Loans, Banking, Private Banking, Estate Planning, Finance, Investments, Asset Allocation, Credit, Commercial Banking, Cash Management, Portfolio Management, Credit Analysis, Asset Management, Commercial Lending
Education
University of Minnesota 1998 — 2000
Bachelors, Economics
University of Kansas 1996 — 1998
U.S. Bank Private Client Reserve April 2014 - Present
Key Private Bank September 2009 - April 2014
Key Private Bank 2009 - April 2014
Wells Fargo March 2006 - May 2009
Wells Fargo Wealth Management Group 2006 - 2009
US Bank Private Client Group 2000 - 2006
Skills
Wealth Management, Strategic Financial..., Loans, Banking, Private Banking, Estate Planning, Finance, Investments, Asset Allocation, Credit, Commercial Banking, Cash Management, Portfolio Management, Credit Analysis, Asset Management, Commercial Lending
Education
University of Minnesota 1998 — 2000
Bachelors, Economics
University of Kansas 1996 — 1998
Becky Bonner's US BANK PRIVATE CLIENT GROUP Experience January 2000 - April 2009
Job Relationship Manager at Central Trust & Investment Company
Industry Financial Services
Experience
Central Trust & Investment Company April 2009 - Present
US Bank Private Client Group January 2000 - April 2009
Skills
Certified IRA Services...
Education
Drury University
MBA, B.S. Business Administration
Central Trust & Investment Company April 2009 - Present
US Bank Private Client Group January 2000 - April 2009
Skills
Certified IRA Services...
Education
Drury University
MBA, B.S. Business Administration
Katrin Primeau's US BANK PRIVATE CLIENT GROUP Experience
Job Administrative Assistant at US Bank Private Client Group
Industry Banking
Experience
US Bank Private Client Group
Skills
Excel, Microsoft Office, Word, Administrative Support, PowerPoint, Access, Spreadsheets, Typing, Lotus Notes, Telephone Skills, Fax, Writing, Notary Public, Microsoft Word
Education
University of Nebraska at Omaha
English Language and Literature, General
US Bank Private Client Group
Skills
Excel, Microsoft Office, Word, Administrative Support, PowerPoint, Access, Spreadsheets, Typing, Lotus Notes, Telephone Skills, Fax, Writing, Notary Public, Microsoft Word
Education
University of Nebraska at Omaha
English Language and Literature, General
Dianne Stapleton's US BANK PRIVATE CLIENT GROUP Experience Vice President & Trust OfficerU.S. Bank1974 - Present
Job Vice President & Trust Officer at US Bank Private Client Group
Industry Banking
Experience
US Bank Private Client Group Vice President & Trust OfficerU.S. Bank1974 - Present
Education
Drury University
US Bank Private Client Group Vice President & Trust OfficerU.S. Bank1974 - Present
Education
Drury University