Vice President Wealth Management, Private Client Advisor at Bank of the West
Location:
Greater Omaha Area
Industry:
Banking
Work:
Bank of the West since Jul 2007
Vice President Wealth Management, Private Client Advisor
Wells Fargo Bank Oct 2003 - Jun 2007
Vice President Private Banking
First National Bank of Omaha May 2002 - Oct 2003
Vice President Private Banking
Wells Fargo Bank May 2001 - May 2002
Construction Lending for Commercial & Residential Real Estate
First National Bank of Omaha Jun 1995 - May 2001
Management Trainee
Education:
Creighton University 1991 - 1995
BSBA, Accounting and Finance
Honor & Awards:
Ten Outstanding Young Omahan 2004
Leadership Omaha Class 31 2008-2009
Certifications:
FINREA License Series 7, Series 66 and Life Insurance
Vice President Wealth Managment, Senior Private Client Advisor
Bank of the West
Vice President Wealth Managment, Senior Private Client Advisor
Bank of the West Feb 2016 - Jul 2017
Market Leader
Bank of the West Jul 2007 - Feb 2016
Vice President Wealth Management, Private Client Advisor
Wells Fargo Oct 2003 - Jun 2007
Vice President Private Banking
First National Bank of Omaha May 2002 - Oct 2003
Vice President Private Banking
Education:
Creighton University 1991 - 1995
Bachelors, Bachelor of Science In Business Administration, Accounting, Finance
Skills:
Wealth Management Series 7 Series 66 Loans Banking Investments Insurance Private Banking Portfolio Management Consumer Lending Mortgage Lending Financial Planning Investment Advisory Strategic Financial Planning Long Term Care Insurance Networking