Experience

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  US Bank

  • United States
  • Banking
  • 700 & Above Employee

  • Senior Portfolio Manager- The Private Client Reserve

    • 2000 - Aug 2015

    Successfully oversaw the long-term asset allocation strategy and daily investment management of high-net-worth clients. Managed approximately 125 relationships, with more than 300 accounts with assets in excess of $400 million. Annual revenue of this portfolio generated almost $5 million. Customers included high-net-worth multi-generation relationships and not-for-profit organizations with account sizes ranging from $1 million to over $15 million. Responsible for significant new business generation, with year-to-date new business sales revenue of $235,000.Developed and maintained strong client relationships through frequent contact, updating clients on current market conditions, investment performance, and ongoing strategy. Effectively communicated the investment strategy behind globally diversified portfolios. Retained close to 100% of clients during very turbulent market conditions.Worked closely and well with other specialists, including private bankers, trust officers, brokers and financial planners to make sure comprehensive financial advice was provided. Sustained flawless record of compliance overseeing investments for clients, resulting in significant risk mitigation for organization.

  • Private Banker

    • 1997 - 2000

    Responsible for developing, managing and retaining full service deposit and credit relationships with high income/high-net worth private banking clients.

• 

  Park Bank

  • Greater Milwaukee Area

  • Investment Officer

    • 1994 - 1997
    • Greater Milwaukee Area

    Responsible for the development and achievement of bank goals relating to non-bank investment products and services. Counsel customers regarding financial matters, advising, and recommendations based on their appropriate individual goals and resources. Train bank staff regarding investment servic...

• 

  Northwestern Mutual

  • Milwaukee, Wisconsin

  • Investment Officer- Securities Department

    • 1976 - 1982
    • Milwaukee, Wisconsin

    Responsible for evaluation and recommendation of investment opportunities available in the private placement market. Process includes review of company's financial situation, preparation and presentation of committee reports, and negotiating of appropriate documents. In addition, special situ...

• 

  Old Kent Bank and Trust

  • Grand Rapids, Michigan

  • Credit Analyst

    • 1975 - 1976
    • Grand Rapids, Michigan

    Duties included review of corporate and personal financial statements, preparations of loan committee reports, monitoring loan convents, and assisting loan officers with special projects.