US Bank Private Client Reserve
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US Bank Private Client Reserve Employees
Employee
Years
Job
Industry
Jorgen Gustafson Jorgen Gustafson's US Bank Private Client Reserve Experience October 2012 - January 2014
Job Vice President, Institutional Portfolio Manager at U.S. Bank Wealth Management
Industry Financial Services
Experience
U.S. Bank Wealth Management January 2014 - Present
U.S. Bank Private Client Reserve October 2012 - January 2014
Morgan Stanley Smith Barney January 2012 - September 2012
Morgan Stanley Smith Barney May 2007 - March 2012
First Tee of South Puget Sound November 2010 - January 2012
Startup Solutions August 2003 - March 2006
Collegiate Entrepreneurs Organization August 2003 - December 2005
Skills
Investments, Portfolio Management, Wealth Management, Alternative Investments, Asset Management, Strategic Financial..., Mutual Funds, Financial Services, Entrepreneurship, Business Development, Equities, Investment Management, Finance, Financial Advisory, Small Business, Management, Venture Capital, Asset Managment, Fixed Income, Asset Allocation, Wealth Management..., Consulting, Due Diligence, Start-ups, Mergers & Acquisitions, Series 7, Investment Strategies, Recruiting, Private Equity, Public Speaking, Emotional Intelligence
Education
Boise State University 2000 — 2005
BA, Management- Leadership/Entrepreneurship
Eastlake High School 1996 — 1999
U.S. Bank Wealth Management January 2014 - Present
U.S. Bank Private Client Reserve October 2012 - January 2014
Morgan Stanley Smith Barney January 2012 - September 2012
Morgan Stanley Smith Barney May 2007 - March 2012
First Tee of South Puget Sound November 2010 - January 2012
Startup Solutions August 2003 - March 2006
Collegiate Entrepreneurs Organization August 2003 - December 2005
Skills
Investments, Portfolio Management, Wealth Management, Alternative Investments, Asset Management, Strategic Financial..., Mutual Funds, Financial Services, Entrepreneurship, Business Development, Equities, Investment Management, Finance, Financial Advisory, Small Business, Management, Venture Capital, Asset Managment, Fixed Income, Asset Allocation, Wealth Management..., Consulting, Due Diligence, Start-ups, Mergers & Acquisitions, Series 7, Investment Strategies, Recruiting, Private Equity, Public Speaking, Emotional Intelligence
Education
Boise State University 2000 — 2005
BA, Management- Leadership/Entrepreneurship
Eastlake High School 1996 — 1999
Nathan Dosch Nathan Dosch's US Bank Private Client Reserve Experience November 2013 - Present
Job Vice President & Personal Trust Officer at U.S. Bank Private Client Reserve
Industry Financial Services
Experience
U.S. Bank - Private Client Reserve November 2013 - Present
Mawicke & Goisman, S.C. January 2012 - November 2013
Zywave June 2012 - August 2012
Grant Thornton LLP October 2010 - January 2012
Neider & Boucher, S.C. August 2008 - October 2010
Dosch Law Firm, LLC July 2007 - August 2008
Virchow Krause December 2006 - July 2007
Silton, Seifert, Carlson, S.C. October 2005 - December 2006
Kasdorf, Lewis & Swietlik, S.C. January 2004 - October 2005
Skills
Estate Planning, Tax, Trusts, Estate Tax Planning, Corporate Law, Tax Law, Gift Tax, Corporate Tax, Income Tax, Estate Law, LLC, Small Business, Wills, Business Formation, Estate Administration, Finance, Management, Financial Planning, Mergers & Acquisitions, Financial Analysis, Real Estate
Education
University of Wisconsin-Milwaukee - School of Business Administration 2005 — 2007
Master's of Science, Taxation
Marquette University Law School 2001 — 2004
Juris Doctor, Law
North Dakota State University 1997 — 2001
Bachelor's of Science, Business Administration
U.S. Bank - Private Client Reserve November 2013 - Present
Mawicke & Goisman, S.C. January 2012 - November 2013
Zywave June 2012 - August 2012
Grant Thornton LLP October 2010 - January 2012
Neider & Boucher, S.C. August 2008 - October 2010
Dosch Law Firm, LLC July 2007 - August 2008
Virchow Krause December 2006 - July 2007
Silton, Seifert, Carlson, S.C. October 2005 - December 2006
Kasdorf, Lewis & Swietlik, S.C. January 2004 - October 2005
Skills
Estate Planning, Tax, Trusts, Estate Tax Planning, Corporate Law, Tax Law, Gift Tax, Corporate Tax, Income Tax, Estate Law, LLC, Small Business, Wills, Business Formation, Estate Administration, Finance, Management, Financial Planning, Mergers & Acquisitions, Financial Analysis, Real Estate
Education
University of Wisconsin-Milwaukee - School of Business Administration 2005 — 2007
Master's of Science, Taxation
Marquette University Law School 2001 — 2004
Juris Doctor, Law
North Dakota State University 1997 — 2001
Bachelor's of Science, Business Administration
David Diener's US Bank Private Client Reserve Experience April 1999 - July 2012
Job Vice President and Relationship Manager at The St. Louis Trust Company
Industry Financial Services
Experience
The St. Louis Trust Company August 2012 - Present
U.S. Bank Private Client Reserve April 1999 - July 2012
Edward Jones Trust Company May 1997 - March 1999
Skills
Wealth Management, Investments, Asset Allocation, Strategic Planning, Portfolio Management, Strategic Financial..., Asset Management, Financial Analysis, Estate Planning, Mutual Funds, Financial Planning, Financial Modeling, Banking, Investment Advisory, Commercial Lending
Education
Northwestern University School of Law 1969 — 1972
Doctor of Law (J.D.), Estates and Trusts
Northwestern University 1965 — 1969
Bachelor of Arts (B.A.), Political Science and Government
Horton Watkins High School
Horton Watkins High School
Horton Watkins High School
The St. Louis Trust Company August 2012 - Present
U.S. Bank Private Client Reserve April 1999 - July 2012
Edward Jones Trust Company May 1997 - March 1999
Skills
Wealth Management, Investments, Asset Allocation, Strategic Planning, Portfolio Management, Strategic Financial..., Asset Management, Financial Analysis, Estate Planning, Mutual Funds, Financial Planning, Financial Modeling, Banking, Investment Advisory, Commercial Lending
Education
Northwestern University School of Law 1969 — 1972
Doctor of Law (J.D.), Estates and Trusts
Northwestern University 1965 — 1969
Bachelor of Arts (B.A.), Political Science and Government
Horton Watkins High School
Horton Watkins High School
Horton Watkins High School
Lora Fisher Lora Fisher's US Bank Private Client Reserve Experience April 2014 - Present
Job Vice President Wealth Management Advisor at US Bank Private Client Reserve
Industry Financial Services
Experience
US Bank Private Client Reserve April 2014 - Present
Union Bank August 2011 - April 2014
Northern Trust 2009 - August 2011
Comerica October 2007 - June 2009
Wells Fargo Bank May 2000 - March 2007
Bank of America 1996 - 2000
Skills
Banking, Investments, Credit, Commercial Banking, Wealth Management, Financial Analysis, Commercial Lending, Credit Analysis, Loans, Private Banking, Consumer Lending, Relationship Management, Credit Risk, Mortgage Lending, Underwriting, Loan Origination, Commercial Mortgages, Lines Of Credit, Finance, Mortgage Banking, Leadership, Financial Risk, Residential Mortgages
Education
Merced College
University of California, San Diego
US Bank Private Client Reserve April 2014 - Present
Union Bank August 2011 - April 2014
Northern Trust 2009 - August 2011
Comerica October 2007 - June 2009
Wells Fargo Bank May 2000 - March 2007
Bank of America 1996 - 2000
Skills
Banking, Investments, Credit, Commercial Banking, Wealth Management, Financial Analysis, Commercial Lending, Credit Analysis, Loans, Private Banking, Consumer Lending, Relationship Management, Credit Risk, Mortgage Lending, Underwriting, Loan Origination, Commercial Mortgages, Lines Of Credit, Finance, Mortgage Banking, Leadership, Financial Risk, Residential Mortgages
Education
Merced College
University of California, San Diego
Kim Chang Kim Chang's US Bank Private Client Reserve Experience January 2014 - Present
Job Private Banking Associate
Industry Financial Services
Experience
U.S. Bank Private Client Reserve January 2014 - Present
University of Minnesota: Hmong Minnesota Student Association March 2014 - March 2014
Concordia University, St. Paul March 2014 - March 2014
U.S. Bank March 2012 - January 2014
Torch Community June 2012 - November 2013
Council on Asian Pacific Minnesotans September 2012 - July 2013
Bridge: Connecting people to success September 2011 - April 2012
Ramsey County Library February 2011 - June 2011
Lenscrafters January 2010 - February 2011
Borders 2009 - 2010
Skills
Leadership Development, Project Planning, Copywriting, Youth Mentoring, Youth Work, Recruiting, Project Coordination, Advocate Development, Academic Development, Client-oriented, Diversity Marketing, Mentoring, Event Planning, Professional Mentoring, Creative Strategy, Creative Problem Solving, Customer Service, Management, Public Speaking
Education
University of Minnesota-Twin Cities 2009 — 2011
B.A., Global Studies
U.S. Bank Private Client Reserve January 2014 - Present
University of Minnesota: Hmong Minnesota Student Association March 2014 - March 2014
Concordia University, St. Paul March 2014 - March 2014
U.S. Bank March 2012 - January 2014
Torch Community June 2012 - November 2013
Council on Asian Pacific Minnesotans September 2012 - July 2013
Bridge: Connecting people to success September 2011 - April 2012
Ramsey County Library February 2011 - June 2011
Lenscrafters January 2010 - February 2011
Borders 2009 - 2010
Skills
Leadership Development, Project Planning, Copywriting, Youth Mentoring, Youth Work, Recruiting, Project Coordination, Advocate Development, Academic Development, Client-oriented, Diversity Marketing, Mentoring, Event Planning, Professional Mentoring, Creative Strategy, Creative Problem Solving, Customer Service, Management, Public Speaking
Education
University of Minnesota-Twin Cities 2009 — 2011
B.A., Global Studies
Emily Norman Emily Norman's US Bank Private Client Reserve Experience December 2009 - February 2011
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
Diane Checker Diane Checker's US Bank Private Client Reserve Experience 1990 - Present
Job Wealth Management Associate, RP ®
Industry Banking
Experience
U.S. Bank Private Client Reserve 1990 - Present
Skills
Sales, Wealth Management, Leadership, Financial Advisory, CRM, Risk Management, Banking, Finance, Relationship Management, Financial Services, Commercial Banking, Credit, Portfolio Management, Loans, Investments, Financial Planning
Education
College for Financial Planning 2014 — 2015
Registered Paraplanner, Financial Planning and Services
U.S. Bank Private Client Reserve 1990 - Present
Skills
Sales, Wealth Management, Leadership, Financial Advisory, CRM, Risk Management, Banking, Finance, Relationship Management, Financial Services, Commercial Banking, Credit, Portfolio Management, Loans, Investments, Financial Planning
Education
College for Financial Planning 2014 — 2015
Registered Paraplanner, Financial Planning and Services
David Brody David Brody's US Bank Private Client Reserve Experience January 2001 - August 2010
Job SVP, Senior Banking Advisor at PNC
Industry Financial Services
Experience
UMB Bank August 2010 - October 2014
US Bank Private Client Reserve January 2001 - August 2010
Bank of America Premier Banking June 1992 - June 2000
Skills
Banking, Wealth Management, Loans, Small Business Lending, Commercial Lending, Consumer Lending, Lines Of Credit, Credit, Mortgage Lending, Credit Analysis
Education
The University of Georgia 1984 — 1988
Bachelor of Arts (B.A.), Pschycology
UMB Bank August 2010 - October 2014
US Bank Private Client Reserve January 2001 - August 2010
Bank of America Premier Banking June 1992 - June 2000
Skills
Banking, Wealth Management, Loans, Small Business Lending, Commercial Lending, Consumer Lending, Lines Of Credit, Credit, Mortgage Lending, Credit Analysis
Education
The University of Georgia 1984 — 1988
Bachelor of Arts (B.A.), Pschycology
Lisa Quartarone Lisa Quartarone's US Bank Private Client Reserve Experience 2009 - 2011
Job Vice President at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
Charles Schwab April 2012 - April 2014
Wells Fargo Private Bank 2010 - 2012
US Bank Private Client Reserve 2009 - 2011
Fidelity Investments March 1998 - June 2008
Skills
Wealth Management, Wealth Management..., Wealth, Strategic Financial..., Finance, High Net Worth..., Relationship Management, Series 7, Financial Planners, Retirement
Education
St. Cloud State University 1990 — 1995
BA, Political Science
Charles Schwab July 2014 - Present
Charles Schwab April 2012 - April 2014
Wells Fargo Private Bank 2010 - 2012
US Bank Private Client Reserve 2009 - 2011
Fidelity Investments March 1998 - June 2008
Skills
Wealth Management, Wealth Management..., Wealth, Strategic Financial..., Finance, High Net Worth..., Relationship Management, Series 7, Financial Planners, Retirement
Education
St. Cloud State University 1990 — 1995
BA, Political Science
ihor zwarycz ihor zwarycz's US Bank Private Client Reserve Experience December 2011 - 2013
Job Private Banking Executive
Industry Financial Services
Experience
US Bank Private Client Reserve December 2011 - 2013
Private Bank January 1982 - September 2011
Skills
Wealth Management, Banking, Loans, High Net Worth..., Investments, Finance, Credit, Commercial Banking, Due Diligence, Portfolio Management, Credit Analysis, Mergers & Acquisitions, Asset Management, Private Banking
Education
Pace University - Lubin School of Business 1977 — 1981
MBA Accounting, Accounting and Finance
Manhattan College 1973 — 1977
Bachelor of Arts (BA), Political Science and Government
US Bank Private Client Reserve December 2011 - 2013
Private Bank January 1982 - September 2011
Skills
Wealth Management, Banking, Loans, High Net Worth..., Investments, Finance, Credit, Commercial Banking, Due Diligence, Portfolio Management, Credit Analysis, Mergers & Acquisitions, Asset Management, Private Banking
Education
Pace University - Lubin School of Business 1977 — 1981
MBA Accounting, Accounting and Finance
Manhattan College 1973 — 1977
Bachelor of Arts (BA), Political Science and Government
Emily Durr Emily Durr's US Bank Private Client Reserve Experience June 2014 - Present
Job Investment Management Associate, U.S. Bank Private Client Reserve
Industry Financial Services
Experience
U.S. Bank Private Client Reserve June 2014 - Present
Alpha Phi Fraternity September 2011 - Present
Oregon State Investment Group October 2012 - March 2014
Oregon State Investment Group September 2012 - March 2014
Dixon Recreation Center May 2012 - December 2012
ICG Advisors June 2011 - September 2012
Skills
Asset Managment, Analysis, Management, Portfolio Management, Asset Management, Leadership, Valuation, Finance, Equities, Financial Analysis, Data Analysis, Time Management, Investments, Microsoft Excel, Financial Modeling
Education
Oregon State University 2010 — 2013
Bachelor of Science (BS), Finance, General
U.S. Bank Private Client Reserve June 2014 - Present
Alpha Phi Fraternity September 2011 - Present
Oregon State Investment Group October 2012 - March 2014
Oregon State Investment Group September 2012 - March 2014
Dixon Recreation Center May 2012 - December 2012
ICG Advisors June 2011 - September 2012
Skills
Asset Managment, Analysis, Management, Portfolio Management, Asset Management, Leadership, Valuation, Finance, Equities, Financial Analysis, Data Analysis, Time Management, Investments, Microsoft Excel, Financial Modeling
Education
Oregon State University 2010 — 2013
Bachelor of Science (BS), Finance, General
Todd R. Blickenstaff Todd R. Blickenstaff's US Bank Private Client Reserve Experience April 1999 - Present
Job Senior Portfolio Manager at U.S. Bank Private Asset Mgmt
Industry Investment Management
Experience
US Bank Private Client Reserve April 1999 - Present
US Bank Private Asset Management March 1994 - April 1999
BCM Management April 1992 - April 1994
First Interstate Bank of Oregon April 1984 - April 1992
Skills
Portfolio Management, Mutual Funds, Investments, Accounting, Asset Management, Finance, Asset Managment, Strategic Planning, Asset Allocation, Investment Strategies, Investment Management, Fixed Income, Relationship Management, Leadership, Equities, Securities, Management
Education
Portland State University 1994 — 1997
MBA, Business Administration and Management, General
University of Oregon - Charles H. Lundquist College of Business
BS, Business Administration and Management, General
US Bank Private Client Reserve April 1999 - Present
US Bank Private Asset Management March 1994 - April 1999
BCM Management April 1992 - April 1994
First Interstate Bank of Oregon April 1984 - April 1992
Skills
Portfolio Management, Mutual Funds, Investments, Accounting, Asset Management, Finance, Asset Managment, Strategic Planning, Asset Allocation, Investment Strategies, Investment Management, Fixed Income, Relationship Management, Leadership, Equities, Securities, Management
Education
Portland State University 1994 — 1997
MBA, Business Administration and Management, General
University of Oregon - Charles H. Lundquist College of Business
BS, Business Administration and Management, General
William Sanden William Sanden's US Bank Private Client Reserve Experience March 2010 - May 2015
Job Chaplain Resident at Ebenezer
Industry Banking
Experience
Ebenezer August 2015 - Present
US Bank - Private Client Reserve March 2010 - May 2015
Norwest Bank/Wells Fargo 1991 - 2010
Henningson & Snoxell, Ltd. 1988 - 1991
Osakis Lutheran Church 1983 - 1985
United Lutheran Church 1979 - 1983
Education
University of Minnesota Law School
Doctor of Law (JD)
Luther Seminary
Master of Divinity (MDiv)
Concordia College
Bachelor of Arts (B.A.), Psychology
Ebenezer August 2015 - Present
US Bank - Private Client Reserve March 2010 - May 2015
Norwest Bank/Wells Fargo 1991 - 2010
Henningson & Snoxell, Ltd. 1988 - 1991
Osakis Lutheran Church 1983 - 1985
United Lutheran Church 1979 - 1983
Education
University of Minnesota Law School
Doctor of Law (JD)
Luther Seminary
Master of Divinity (MDiv)
Concordia College
Bachelor of Arts (B.A.), Psychology
Chad Hume Chad Hume's US Bank Private Client Reserve Experience July 2015 - Present
Job Wealth Management Advisor at US Bank Private Client Reserve
Industry Financial Services
Experience
US Bank Private Client Reserve July 2015 - Present
US Bank January 2014 - June 2015
Wells Fargo Bank August 2000 - January 2014
The Northern Trust Company June 1993 - March 2000
Skills
Wealth Management, Portfolio Management, Banking, Investments, Estate Planning, Asset Management, Securities, Investment Advisory, Retirement Planning, Asset Allocation, Wealth Management..., Alternative Investments, Investment Strategies
Education
University of Colorado at Boulder 1988 — 1992
BA, Economics
US Bank Private Client Reserve July 2015 - Present
US Bank January 2014 - June 2015
Wells Fargo Bank August 2000 - January 2014
The Northern Trust Company June 1993 - March 2000
Skills
Wealth Management, Portfolio Management, Banking, Investments, Estate Planning, Asset Management, Securities, Investment Advisory, Retirement Planning, Asset Allocation, Wealth Management..., Alternative Investments, Investment Strategies
Education
University of Colorado at Boulder 1988 — 1992
BA, Economics
Larry G. Zalants, CFA, CPA(Inactive) Larry G. Zalants, CFA, CPA(Inactive)'s US Bank Private Client Reserve Experience December 1997 - June 2014
Job Vice President, Portfolio Manager at The Huntington Trust
Industry Banking
Experience
Huntington National Bank July 2014 - Present
US Bank Private Client Reserve December 1997 - June 2014
Prudential Securities April 1996 - December 1997
Coopers and Lybrand 1983 - 1986
Skills
Risk Management, Portfolio Management, Accounting, Fixed Income, Asset Allocation, Investments, Asset Managment, Financial Analysis, Investment Management, Wealth Management, Loans, Financial Modeling, Equities, Equity Research, Strategic Financial..., Asset Management
Education
University of South Carolina-Columbia
Bachelor's degree, Accounting
Huntington National Bank July 2014 - Present
US Bank Private Client Reserve December 1997 - June 2014
Prudential Securities April 1996 - December 1997
Coopers and Lybrand 1983 - 1986
Skills
Risk Management, Portfolio Management, Accounting, Fixed Income, Asset Allocation, Investments, Asset Managment, Financial Analysis, Investment Management, Wealth Management, Loans, Financial Modeling, Equities, Equity Research, Strategic Financial..., Asset Management
Education
University of South Carolina-Columbia
Bachelor's degree, Accounting
Chris Tilghman Chris Tilghman's US Bank Private Client Reserve Experience February 2011 - March 2015
Job Vice President, Private Client Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management March 2015 - Present
US Bank Private Client Reserve February 2011 - March 2015
US Bank July 2009 - February 2011
Fifth Third Bank September 2006 - July 2009
Skills
Financial Services, Loans, Banking, Small Business Lending, Commercial Lending, Commercial Banking, Credit, Credit Analysis, Consumer Lending, Lines Of Credit, Wealth Management, Capital Markets, Financial Analysis, Investments
Education
University of Mississippi
Bachelor of Arts (B.A.)
University of Mississippi
U.S. Trust, Bank of America Private Wealth Management March 2015 - Present
US Bank Private Client Reserve February 2011 - March 2015
US Bank July 2009 - February 2011
Fifth Third Bank September 2006 - July 2009
Skills
Financial Services, Loans, Banking, Small Business Lending, Commercial Lending, Commercial Banking, Credit, Credit Analysis, Consumer Lending, Lines Of Credit, Wealth Management, Capital Markets, Financial Analysis, Investments
Education
University of Mississippi
Bachelor of Arts (B.A.)
University of Mississippi
Adam Uihlein, CFA's US Bank Private Client Reserve Experience October 2011 - October 2012
Job Associate Director of Investment Consulting at Ascent Private Capital Management
Industry Investment Management
Experience
Ascent Private Capital Management October 2012 - Present
US Bank Private Client Reserve October 2011 - October 2012
US Bank January 2009 - October 2011
US Bank July 2005 - December 2008
Skills
Portfolio Management, Wealth Management, Asset Allocation, Financial Analysis, Investments, Fixed Income, Equity Research
Education
Miami University 2001 — 2005
Bachelor's, Finance
Ascent Private Capital Management October 2012 - Present
US Bank Private Client Reserve October 2011 - October 2012
US Bank January 2009 - October 2011
US Bank July 2005 - December 2008
Skills
Portfolio Management, Wealth Management, Asset Allocation, Financial Analysis, Investments, Fixed Income, Equity Research
Education
Miami University 2001 — 2005
Bachelor's, Finance
Leah Mueller Leah Mueller's US Bank Private Client Reserve Experience June 2012 - Present
Job Trust Relationship Manager at The Private Client Reserve of U.S. Bank
Industry Financial Services
Experience
US Bank Private Client Reserve June 2012 - Present
University of Missouri-Kansas City August 2010 - May 2014
Helix / Architecture + Design March 2007 - August 2011
Kansas State University January 2006 - March 2007
United States Government - General Services Administration September 2005 - January 2006
Kansas State University May 2003 - June 2005
Education
College for Financial Planning 2014 — 2014
Accredited Wealth Management Advisor
University of Missouri-Kansas City School of Law 2010 — 2014
Juris Doctor, Law
Kansas State University 2001 — 2005
Bachelor of Science in Family Studies and Human Services, Personal Financial Planning
Centralia High School 1997 — 2001
US Bank Private Client Reserve June 2012 - Present
University of Missouri-Kansas City August 2010 - May 2014
Helix / Architecture + Design March 2007 - August 2011
Kansas State University January 2006 - March 2007
United States Government - General Services Administration September 2005 - January 2006
Kansas State University May 2003 - June 2005
Education
College for Financial Planning 2014 — 2014
Accredited Wealth Management Advisor
University of Missouri-Kansas City School of Law 2010 — 2014
Juris Doctor, Law
Kansas State University 2001 — 2005
Bachelor of Science in Family Studies and Human Services, Personal Financial Planning
Centralia High School 1997 — 2001
Joy Mitzuk Joy Mitzuk's US Bank Private Client Reserve Experience January 2015 - Present
Job Investment Management Associate at US Bank Private Client Reserve
Industry Financial Services
Experience
US Bank Private Client Reserve January 2015 - Present
Abbot Downing January 2014 - November 2014
Wells Fargo May 2013 - October 2013
Wells Fargo November 2012 - May 2013
Wells Fargo Bank March 2000 - November 2011
Skills
Microsoft Office, SEI/Invest 3000, Morningstar, FactSet, MOXY, Performance Station, Series 7, Financial Analysis, Moxy, Asset Allocation
Education
Augsburg College 1980 — 1985
BA, Business Administration
Augsburg College
Bachelor of Arts (B.A.), Business Administration and Management, General
US Bank Private Client Reserve January 2015 - Present
Abbot Downing January 2014 - November 2014
Wells Fargo May 2013 - October 2013
Wells Fargo November 2012 - May 2013
Wells Fargo Bank March 2000 - November 2011
Skills
Microsoft Office, SEI/Invest 3000, Morningstar, FactSet, MOXY, Performance Station, Series 7, Financial Analysis, Moxy, Asset Allocation
Education
Augsburg College 1980 — 1985
BA, Business Administration
Augsburg College
Bachelor of Arts (B.A.), Business Administration and Management, General
Debbie Smiley, JD, CFP, AEP's US Bank Private Client Reserve Experience 2010 - July 2011
Job Attorney and Owner at Verity Law Firm
Industry Law Practice
Experience
Verity Law Firm May 2015 - Present
PNC Wealth Management March 2013 - December 2014
Central Trust & Investment Company August 2011 - March 2013
US Bank Private Client Reserve 2010 - July 2011
PNC Wealth Management 2007 - June 2010
National City Bank 2007 - January 2010
The Laiderman Law Firm, P.C. 2003 - 2007
Skills
Estate Planning, Trusts, Succession Planning, Asset Protection, Wealth Management, Retirement Planning, Financial Planning, Asset Management, Investments, Business Planning, Strategic Financial..., Asset Managment, Wealth Management..., Risk Management, Banking, Small Business, Asset Allocation, Financial Planners, Portfolio Management, Insurance, Trust Services, Estate Law, Relationship Management, Finance, Wealth, IRAs, High Net Worth..., Investment Advisory, Investment Strategies, Mutual Funds, Estate Tax Planning, Investment Management, Securities, Retirement, Financial Services, Private Banking, Financial Advisory, Series 7, 401k, Series 63, Series 65, Charities, Alternative Investments, Trust Management, Equities, Life Insurance, Fixed Income, Series 6, Loans, Hedge Funds
Education
University of Kentucky College of Law 1990 — 1992
Juris Doctorate, Law
University of Kentucky 1985 — 1989
Bachelor of Arts, Cum Laude, Political Science
Verity Law Firm May 2015 - Present
PNC Wealth Management March 2013 - December 2014
Central Trust & Investment Company August 2011 - March 2013
US Bank Private Client Reserve 2010 - July 2011
PNC Wealth Management 2007 - June 2010
National City Bank 2007 - January 2010
The Laiderman Law Firm, P.C. 2003 - 2007
Skills
Estate Planning, Trusts, Succession Planning, Asset Protection, Wealth Management, Retirement Planning, Financial Planning, Asset Management, Investments, Business Planning, Strategic Financial..., Asset Managment, Wealth Management..., Risk Management, Banking, Small Business, Asset Allocation, Financial Planners, Portfolio Management, Insurance, Trust Services, Estate Law, Relationship Management, Finance, Wealth, IRAs, High Net Worth..., Investment Advisory, Investment Strategies, Mutual Funds, Estate Tax Planning, Investment Management, Securities, Retirement, Financial Services, Private Banking, Financial Advisory, Series 7, 401k, Series 63, Series 65, Charities, Alternative Investments, Trust Management, Equities, Life Insurance, Fixed Income, Series 6, Loans, Hedge Funds
Education
University of Kentucky College of Law 1990 — 1992
Juris Doctorate, Law
University of Kentucky 1985 — 1989
Bachelor of Arts, Cum Laude, Political Science
Stephen Wehr | CFP®'s US Bank Private Client Reserve Experience 2005 - February 2015
Job Senior Investment Strategist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo February 2015 - Present
US Bank Private Client Reserve 2005 - February 2015
Piper Jaffray 2004 - 2005
Piper Jaffray 2002 - 2004
Campbell Mithun 2000 - 2002
Skills
Investment Management, Asset Management, Trust Services, Strategic Planning, Alternative Investments, SMA, International Investing, Writing, Investments, Portfolio Management, Asset Allocation, Wealth Management, Investment Strategies
Education
University of Virginia 1998 — 2001
M.A.
Princeton Theological Seminary 1994 — 1997
M.Div.
Wake Forest University 1989 — 1993
B.A., Magna Cum Laude
Edina High School
Wells Fargo February 2015 - Present
US Bank Private Client Reserve 2005 - February 2015
Piper Jaffray 2004 - 2005
Piper Jaffray 2002 - 2004
Campbell Mithun 2000 - 2002
Skills
Investment Management, Asset Management, Trust Services, Strategic Planning, Alternative Investments, SMA, International Investing, Writing, Investments, Portfolio Management, Asset Allocation, Wealth Management, Investment Strategies
Education
University of Virginia 1998 — 2001
M.A.
Princeton Theological Seminary 1994 — 1997
M.Div.
Wake Forest University 1989 — 1993
B.A., Magna Cum Laude
Edina High School
Christy Johnston, CFA's US Bank Private Client Reserve Experience June 2012 - Present
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
M. Brian Nash's US Bank Private Client Reserve Experience November 2009 - 2012
Job Vice President at US Bank Private Client Reserve
Industry Financial Services
Experience
US Bank - Private Client Reserve November 2009 - 2012
Wells Fargo Private Bank October 2003 - October 2009
Wells Fargo Bank October 2003 - October 2009
US Trust Company 2000 - 2003
Skills
Wealth Management, Investments, Portfolio Management, Private Banking, Asset Managment, Asset Allocation, Credit, Banking, Investment Advisory, Series 7, Mortgage Lending, Asset Management, Financial Analysis, Wealth Management..., Loans, Mutual Funds, Equities
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1993 — 1995
University of California, San Diego 1985 — 1990
BA, Economics
US Bank - Private Client Reserve November 2009 - 2012
Wells Fargo Private Bank October 2003 - October 2009
Wells Fargo Bank October 2003 - October 2009
US Trust Company 2000 - 2003
Skills
Wealth Management, Investments, Portfolio Management, Private Banking, Asset Managment, Asset Allocation, Credit, Banking, Investment Advisory, Series 7, Mortgage Lending, Asset Management, Financial Analysis, Wealth Management..., Loans, Mutual Funds, Equities
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1993 — 1995
University of California, San Diego 1985 — 1990
BA, Economics
Lee Anderson, CFA's US Bank Private Client Reserve Experience January 2012 - Present
Job Vice President Senior Portfolio Manager at US Bank Private Client Reserve
Industry Investment Management
Experience
US Bank Private Client Reserve January 2012 - Present
Northern Trust February 2006 - January 2012
FNB Colorado/Tributary Capital Management 2003 - 2005
Merrill Lynch Investment Management (MLIM) January 1998 - February 2003
Fidelity Investments December 1991 - July 1997
Education
Southern Methodist University - Cox School of Business 1993 — 1997
MBA
Texas A&M University 1986 — 1989
BS, Political Science
US Bank Private Client Reserve January 2012 - Present
Northern Trust February 2006 - January 2012
FNB Colorado/Tributary Capital Management 2003 - 2005
Merrill Lynch Investment Management (MLIM) January 1998 - February 2003
Fidelity Investments December 1991 - July 1997
Education
Southern Methodist University - Cox School of Business 1993 — 1997
MBA
Texas A&M University 1986 — 1989
BS, Political Science
Dawn Ripkey's US Bank Private Client Reserve Experience August 2015 - Present
Job Wealth Management Advisor, The Private Client Reserve of U.S.Bank
Industry Banking
Experience
US Bank Private Client Reserve August 2015 - Present
BMO Private Bank September 2013 - August 2015
BMO Harris Private Bank June 2011 - August 2013
Marshall & Ilsley Trust Company May 2003 - May 2011
Northern Trust 1987 - 2000
Skills
Wealth Management, Portfolio Management, Loans, Estate Planning, Banking, Commercial Banking, Asset Management, Credit Analysis, Investments, Commercial Lending, Retirement Planning, Equities, Small Business Lending, Asset Allocation, Risk Management, Investment Strategies, Strategic Financial..., Financial Analysis, Mortgage Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1994
MBA, Finance
Illinois Wesleyan University 1981 — 1985
Bachelor of Arts (B.A.), Business Administration and Management, General
US Bank Private Client Reserve August 2015 - Present
BMO Private Bank September 2013 - August 2015
BMO Harris Private Bank June 2011 - August 2013
Marshall & Ilsley Trust Company May 2003 - May 2011
Northern Trust 1987 - 2000
Skills
Wealth Management, Portfolio Management, Loans, Estate Planning, Banking, Commercial Banking, Asset Management, Credit Analysis, Investments, Commercial Lending, Retirement Planning, Equities, Small Business Lending, Asset Allocation, Risk Management, Investment Strategies, Strategic Financial..., Financial Analysis, Mortgage Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1994
MBA, Finance
Illinois Wesleyan University 1981 — 1985
Bachelor of Arts (B.A.), Business Administration and Management, General
Mark Benskin's US Bank Private Client Reserve Experience March 2015 - Present
Job Managing Director US Bank Private Client Reserve
Industry Investment Management
Experience
US Bank Private Client Reserve March 2015 - Present
BMO Private Bank March 2008 - March 2015
Ozaukee Bank December 2002 - March 2008
Carroll College September 2004 - December 2004
Fifth Third Bank 2000 - 2001
Skills
Wealth Management, Banking, Estate Planning, Public Speaking, Asset Managment, Leadership, Team Building, Retirement Planning, Mutual Funds, Wealth Management..., Wealth, Strategic Financial..., Asset Management, Strategy, Retirement, Tax, Accounting, Investment Management, Small Business, Securities, Financial Planning
Education
Golden Gate University 2001 — 2004
Masters in Taxation, Estate Planning
University of Iowa College of Law 1990 — 1992
JD
Northern Illinois University 1987 — 1990
B.A Economics
US Bank Private Client Reserve March 2015 - Present
BMO Private Bank March 2008 - March 2015
Ozaukee Bank December 2002 - March 2008
Carroll College September 2004 - December 2004
Fifth Third Bank 2000 - 2001
Skills
Wealth Management, Banking, Estate Planning, Public Speaking, Asset Managment, Leadership, Team Building, Retirement Planning, Mutual Funds, Wealth Management..., Wealth, Strategic Financial..., Asset Management, Strategy, Retirement, Tax, Accounting, Investment Management, Small Business, Securities, Financial Planning
Education
Golden Gate University 2001 — 2004
Masters in Taxation, Estate Planning
University of Iowa College of Law 1990 — 1992
JD
Northern Illinois University 1987 — 1990
B.A Economics
Ann Duncan, CFA's US Bank Private Client Reserve Experience October 2010 - November 2013
Job Senior Portfolio Manager
Industry Financial Services
Experience
US Bank, Private Client Reserve October 2010 - November 2013
Russell Investments 2005 - 2009
Russell Investments 1998 - 2005
Russell Investments 1996 - 1998
Avatar Associates 1986 - 1995
US Trust Company of New York 1983 - 1986
Skills
Equities, Securities, Portfolio Management, Quantitative Analytics, Mutual Funds, Asset Allocation, Strategy, Investments, Fixed Income, Asset Managment, Emerging Markets, Asset Management, Investment Management, Valuation, Investment Strategies, Alternative Investments, Finance
Education
London Business School
MBA
Mount Holyoke College
AB, Biology
US Bank, Private Client Reserve October 2010 - November 2013
Russell Investments 2005 - 2009
Russell Investments 1998 - 2005
Russell Investments 1996 - 1998
Avatar Associates 1986 - 1995
US Trust Company of New York 1983 - 1986
Skills
Equities, Securities, Portfolio Management, Quantitative Analytics, Mutual Funds, Asset Allocation, Strategy, Investments, Fixed Income, Asset Managment, Emerging Markets, Asset Management, Investment Management, Valuation, Investment Strategies, Alternative Investments, Finance
Education
London Business School
MBA
Mount Holyoke College
AB, Biology
Jean Lewis's US Bank Private Client Reserve Experience April 2014 - Present
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
Jay Peaslee's US Bank Private Client Reserve Experience July 2008 - June 2014
Job Vice President / Sr. Wealth Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management June 2014 - Present
US Bank - Private Client Reserve July 2008 - June 2014
Key Bank March 2007 - September 2007
Mountain Valley Companies June 2003 - March 2007
US Bank / USBancorp Investments and Insurance October 1999 - June 2003
Bank One January 1994 - October 1999
Northwestern Mutual December 1990 - January 1994
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Mortgage Lending, Private Banking, Commercial Lending, Wealth Management..., Retail Banking, High Net Worth..., Small Business Lending, Loans, Finance, Banking, Financial Analysis
Education
Gustavus Adolphus College 1985 — 1989
BA, Economics
BNY Mellon Wealth Management June 2014 - Present
US Bank - Private Client Reserve July 2008 - June 2014
Key Bank March 2007 - September 2007
Mountain Valley Companies June 2003 - March 2007
US Bank / USBancorp Investments and Insurance October 1999 - June 2003
Bank One January 1994 - October 1999
Northwestern Mutual December 1990 - January 1994
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Mortgage Lending, Private Banking, Commercial Lending, Wealth Management..., Retail Banking, High Net Worth..., Small Business Lending, Loans, Finance, Banking, Financial Analysis
Education
Gustavus Adolphus College 1985 — 1989
BA, Economics
Sally Mullen's US Bank Private Client Reserve Experience 2001 - Present
Job Wealth Management Group Chief Fiduciary Officer at U. S. Bank
Industry Banking
Experience
US Bank Private Client Reserve 2001 - Present
U.S. Bank National Association 2001 - Present
Skills
Process Improvement, Banking, Fiduciary, Wealth Management, Customer Service, Business Analysis, Risk Management, Portfolio Management, Financial Analysis, Management, Loans, Strategic Planning, Mortgage Lending, Credit, Credit Analysis, Commercial Lending, Commercial Banking, Small Business Lending, Cash Management, Loan Origination, Finance, Consumer Lending, Lines Of Credit, Treasury Management, Investments
Education
University of Minnesota Law School 1979 — 1982
Juris Doctorate
St. Catherine University 1975 — 1979
Bachelor of Arts
US Bank Private Client Reserve 2001 - Present
U.S. Bank National Association 2001 - Present
Skills
Process Improvement, Banking, Fiduciary, Wealth Management, Customer Service, Business Analysis, Risk Management, Portfolio Management, Financial Analysis, Management, Loans, Strategic Planning, Mortgage Lending, Credit, Credit Analysis, Commercial Lending, Commercial Banking, Small Business Lending, Cash Management, Loan Origination, Finance, Consumer Lending, Lines Of Credit, Treasury Management, Investments
Education
University of Minnesota Law School 1979 — 1982
Juris Doctorate
St. Catherine University 1975 — 1979
Bachelor of Arts
Todd Cloaninger's US Bank Private Client Reserve Experience October 1999 - May 2008
Job Administrative AnalystSan Diego County Treasurer
Industry Government Administration
Experience
San Diego County Treasurer-Tax Collector February 2013 - Present
San Diego County Sheriff March 2011 - February 2013
San Diego State University Research Foundation June 2008 - July 2011
U.S. Bank Private Client Reserve October 1999 - May 2008
Skills
Budgets, Program Management, Analysis, Policy, Accounts Payable, Finance, Procurement, Negotiation
Education
San Diego State University-California State University 2000 — 2004
M.S.B.A., Financial and Tax Planning
Washington and Lee University 1991 — 1995
B.S., Commerce / Business
San Diego County Treasurer-Tax Collector February 2013 - Present
San Diego County Sheriff March 2011 - February 2013
San Diego State University Research Foundation June 2008 - July 2011
U.S. Bank Private Client Reserve October 1999 - May 2008
Skills
Budgets, Program Management, Analysis, Policy, Accounts Payable, Finance, Procurement, Negotiation
Education
San Diego State University-California State University 2000 — 2004
M.S.B.A., Financial and Tax Planning
Washington and Lee University 1991 — 1995
B.S., Commerce / Business
R. David Bray's US Bank Private Client Reserve Experience October 1997 - June 2010
Job Consulting and counseling for charitable planned giving and trust administration
Industry Philanthropy
Experience
Charitable planned giving and trust administration October 2012 - Present
UCDavis/UCDavis Health System January 2012 - October 2012
St. Louis Area Foodbank January 2001 - December 2010
U.S. Bank Private Client Reserve October 1997 - June 2010
United Way of Greater St. Louis January 1990 - January 1999
Boatmen's Trust Company, now Bank of America October 1987 - October 1997
Marine Bank of Springfield, now Chase Bank February 1984 - June 1987
White, White & Bray August 1974 - February 1984
Skills
Planned Giving, Estate Planning, Philanthropy, Annual Giving, Fundraising, Retirement Planning, Charitable Trusts, Estate Tax Planning, Investments, Trusts, Grant Writing
Education
DePauw University 1966 — 1970
BA with honors, English Literature
Indiana University School of Law
JD with honors
Charitable planned giving and trust administration October 2012 - Present
UCDavis/UCDavis Health System January 2012 - October 2012
St. Louis Area Foodbank January 2001 - December 2010
U.S. Bank Private Client Reserve October 1997 - June 2010
United Way of Greater St. Louis January 1990 - January 1999
Boatmen's Trust Company, now Bank of America October 1987 - October 1997
Marine Bank of Springfield, now Chase Bank February 1984 - June 1987
White, White & Bray August 1974 - February 1984
Skills
Planned Giving, Estate Planning, Philanthropy, Annual Giving, Fundraising, Retirement Planning, Charitable Trusts, Estate Tax Planning, Investments, Trusts, Grant Writing
Education
DePauw University 1966 — 1970
BA with honors, English Literature
Indiana University School of Law
JD with honors
David Diener's US Bank Private Client Reserve Experience Board MemberCOCA
Job Wealth Management Advisor at US Bank Private Client Reserve
Industry Financial Services
Experience
US Bank Private Client Reserve Board MemberCOCA
US Bank 1999 - Present
St. Louis Science Center 2010 - 2011
Dance St. Louis 2005 - 2011
Contemporary Art Museum St. Louis 2004 - 2011
Special Education Foundation 2000 - 2011
Bank of America 1976 - 1997
Bank of America 1976 - 1997
Fordyce and Mayne 1972 - 1976
Skills
Wealth Management, Non-profits, Estate Planning
Education
Northwestern University School of Law 1969 — 1972
J.D.
Northwestern University 1965 — 1969
BA, Political Science
US Bank Private Client Reserve Board MemberCOCA
US Bank 1999 - Present
St. Louis Science Center 2010 - 2011
Dance St. Louis 2005 - 2011
Contemporary Art Museum St. Louis 2004 - 2011
Special Education Foundation 2000 - 2011
Bank of America 1976 - 1997
Bank of America 1976 - 1997
Fordyce and Mayne 1972 - 1976
Skills
Wealth Management, Non-profits, Estate Planning
Education
Northwestern University School of Law 1969 — 1972
J.D.
Northwestern University 1965 — 1969
BA, Political Science
Glennis Usbank's US Bank Private Client Reserve Experience September 2005 - Present
Job Personal Trust Associate at US Bank Private Client Reserve
Industry Banking
Experience
US Bank Private Client Reserve September 2005 - Present
Skills
English, Coaching, Credit Analysis, Financial Analysis, Portfolio Management, Research, Analysis, Banking, Business Analysis
Education
University of Phoenix-Southern California Campus
Bachelors's, Business Management
US Bank Private Client Reserve September 2005 - Present
Skills
English, Coaching, Credit Analysis, Financial Analysis, Portfolio Management, Research, Analysis, Banking, Business Analysis
Education
University of Phoenix-Southern California Campus
Bachelors's, Business Management
Jack Frencho's US Bank Private Client Reserve Experience September 2014 - Present
Job Wealth Management Advisor US Bank Private Client Reserve
Industry Financial Services
Experience
US Bank Private Client Reserve September 2014 - Present
Skills
Small Business Lending, Portfolio Management, Financial Analysis, Banking, Credit, Leadership, Commercial Banking, Sales, Finance, Customer Service, Commercial Lending, Consumer Lending
Education
University of Notre Dame 1968 — 1972
BBA- Accounting, Accounting and Finance
US Bank Private Client Reserve September 2014 - Present
Skills
Small Business Lending, Portfolio Management, Financial Analysis, Banking, Credit, Leadership, Commercial Banking, Sales, Finance, Customer Service, Commercial Lending, Consumer Lending
Education
University of Notre Dame 1968 — 1972
BBA- Accounting, Accounting and Finance
Katherine Busk's US Bank Private Client Reserve Experience November 2013 - Present
Job Wealth Management Associate at US Bank Private Client Reserve
Industry Banking
Experience
US Bank - Private Client Reserve November 2013 - Present
Southern Commercial Bank February 2007 - November 2013
Hussmann 2004 - 2006
Skills
Retail Banking, Sales, Loans, Customer Service, Finance
Education
University of Missouri-Saint Louis
Bachelor of Business Administration (BBA), Finance
US Bank - Private Client Reserve November 2013 - Present
Southern Commercial Bank February 2007 - November 2013
Hussmann 2004 - 2006
Skills
Retail Banking, Sales, Loans, Customer Service, Finance
Education
University of Missouri-Saint Louis
Bachelor of Business Administration (BBA), Finance
Kimberly Livingston's US Bank Private Client Reserve Experience October 2009 - Present
Job Vice President at US Bank Private Client Reserve
Industry Banking
Experience
US Bank Private Client Reserve October 2009 - Present
Bank of America - US Trust November 2004 - February 2009
AG Edwards Trust Company (Now Wells Fargo) April 1999 - November 2004
Skills
Mergers, Banking, Due Diligence, Capital Markets, Private Equity, Risk Management, Structured Finance, Restructuring, Corporate Finance, Corporate Governance, Financial Structuring, Investment Banking, Mergers & Acquisitions, Portfolio Management
Education
St. Louis University-School of Law 1995 — 1998
Doctor of Law (J.D.), Law
University of Kansas 1984 — 1986
Bachelor of Arts, Chemistry
US Bank Private Client Reserve October 2009 - Present
Bank of America - US Trust November 2004 - February 2009
AG Edwards Trust Company (Now Wells Fargo) April 1999 - November 2004
Skills
Mergers, Banking, Due Diligence, Capital Markets, Private Equity, Risk Management, Structured Finance, Restructuring, Corporate Finance, Corporate Governance, Financial Structuring, Investment Banking, Mergers & Acquisitions, Portfolio Management
Education
St. Louis University-School of Law 1995 — 1998
Doctor of Law (J.D.), Law
University of Kansas 1984 — 1986
Bachelor of Arts, Chemistry
Lisa Sivanich's US Bank Private Client Reserve Experience July 1978 - Present
Job Personal Trust Officer at US Bank Private Client Reserve
Industry Banking
Experience
US Bank Private Client Reserve July 1978 - Present
Skills
Loans, Small Business Lending, Commercial Banking, Commercial Lending, Banking, Wealth Management, Consumer Lending, Portfolio Management, Relationship Management, Investments, Retail Banking, Credit Analysis, Credit, Financial Services, Private Banking
Education
Carroll College
Bachelor's degree, History and Political Science
University of Wisconsin-Madison
Doctor of Law (J.D.)
US Bank Private Client Reserve July 1978 - Present
Skills
Loans, Small Business Lending, Commercial Banking, Commercial Lending, Banking, Wealth Management, Consumer Lending, Portfolio Management, Relationship Management, Investments, Retail Banking, Credit Analysis, Credit, Financial Services, Private Banking
Education
Carroll College
Bachelor's degree, History and Political Science
University of Wisconsin-Madison
Doctor of Law (J.D.)
Casey Madsen's US Bank Private Client Reserve Experience September 2012 - Present
Job Credit Analyst at US Bank Private Client Reserve
Industry Banking
Experience
US Bank Private Client Reserve September 2012 - Present
The First National Bank in Sioux Falls February 2011 - August 2012
Skills
Banking, Financial Analysis, Commercial Lending, Credit Analysis, Commercial Banking, Loans, Risk Management, Portfolio Management, Consumer Lending, Wealth Management...
Education
Marquette University 2008 — 2010
Master’s Degree, Applied Economics
Augustana College (SD) 2004 — 2008
Bachelor’s Degree, Economics
US Bank Private Client Reserve September 2012 - Present
The First National Bank in Sioux Falls February 2011 - August 2012
Skills
Banking, Financial Analysis, Commercial Lending, Credit Analysis, Commercial Banking, Loans, Risk Management, Portfolio Management, Consumer Lending, Wealth Management...
Education
Marquette University 2008 — 2010
Master’s Degree, Applied Economics
Augustana College (SD) 2004 — 2008
Bachelor’s Degree, Economics
Michael Hom's US Bank Private Client Reserve Experience June 2015 - Present
Job Wealth Management Associate at U.S. Bank
Industry Financial Services
Experience
U.S. Bank Private Client Reserve June 2015 - Present
San Francisco Travel Association June 2013 - August 2013
San Francisco Travel Association June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Public Speaking, Social Media, Social Networking, Research, Leadership, Facebook, Sales, Data Analysis, Interpersonal Skills
Education
St. Lawrence University 2011 — 2015
Bachelor’s Degree, Economics & History
Westminster School 2008 — 2011
High School
U.S. Bank Private Client Reserve June 2015 - Present
San Francisco Travel Association June 2013 - August 2013
San Francisco Travel Association June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Public Speaking, Social Media, Social Networking, Research, Leadership, Facebook, Sales, Data Analysis, Interpersonal Skills
Education
St. Lawrence University 2011 — 2015
Bachelor’s Degree, Economics & History
Westminster School 2008 — 2011
High School