Experience

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  MidWestOne Bank

  • Cedar Rapids, Iowa, United States

  • Vice President Wealth Management

    • Nov 2021 - Present
    • Cedar Rapids, Iowa, United States
• 

  U.S. Bank

  • Cedar Rapids, Iowa Area

  • Vice President

    • Oct 2014 - Nov 2021
    • Cedar Rapids, Iowa Area

    In October 2014, I started my role with US Bank as a Private Client Relationship Manager. I work with clients to develop a comprehensive financial plan that considers where they are today and where they would like to be tomorrow. We analyze your needs, set goals and objectives, recommend financ...

• 

  Guaranty Bank

  • Cedar Rapids, Iowa

  • Private Banking Officer

    • Feb 2011 - Oct 2014
    • Cedar Rapids, Iowa
• 

  Bankers Trust Company

  • Private Banking Officer

    • Dec 2006 - Dec 2010
• 

  Wells Fargo Bank

  • Small Business Specialist

    • Aug 2004 - Dec 2005

    Personal BankerResponsible for developing and maintaining small business relationships with commercial clients with minimum gross annual revenue of two million.Assisted with branding the Wells Fargo name in the Iowa City community. Worked with small business on their financial solutions includin...

• 

  Prudential Real Estate Partners

  • REALTOR

    • Feb 2004 - Aug 2004

    Developed and managed relationships with buyers and sellers of residential real estate.

• 

  Hills Bank and Trust Company

  • United States
  • Banking
  • 300 - 400 Employee

  • Personal Banker

    • Jul 1995 - Feb 2004

  • Personal Banker

    • 1995 - 2004

• 

  Personal Banker

  • Customer Service Representative

    • Jan 1998 - Jan 2004

    Responsible for developing and maintaining a retail client and small business portfolio. Analyzed clients credit needs and successfully grew my loan portfolio. Exceeded my sales goals on a consistent basis.; promotionOpened deposit accounts including certificates of deposit, IRAs, checking, sa...