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Paul Wannemacher

Vice President, Senior Trust Officer ... at Croghan Colonial Bank
Intro Book
Seasoned financial professional with 25+ years of experience in wealth management and strategic financial planning.
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Location
Toledo, Ohio Metropolitan Area, US
Skills
  • Wealth Management
  • Investments
  • Strategic Financial Planning
  • Portfolio Management
  • Finance
  • Show all
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Bio

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Paul Wannemacher is a seasoned financial professional with over 25 years of experience in wealth management, investments, and strategic financial planning. He holds various certifications, including CFP, PFS, and CPA, and has worked at several prominent financial institutions. Throughout his career, Paul has demonstrated expertise in portfolio management, financial analysis, and estate planning, providing comprehensive financial planning services to clients. His extensive experience and academic background have equipped him with the skills to navigate complex financial situations and provide tailored solutions. With a strong foundation in finance and a proven track record of success, Paul is well-positioned to offer expert guidance to individuals and families seeking to manage their financial resources effectively.

Credentials

  • CFP®
    CFP Board
    Dec, 2012
    - Jun, 2026
  • PFS
    AICPA
    Jan, 2012
    - Jun, 2026
  • CPA
    NASBA
    Jul, 2007
    - Jun, 2026

Experience

  • Croghan Colonial Bank
    • Fremont, OH and Maumee, OH
    • Vice President, Senior Trust Officer & Financial Planner
      • Aug 2016 - Present
      • Fremont, OH and Maumee, OH
  • Financial Finesse
    • El Segundo, CA
    • Resident Financial Planner
      • Jun 2014 - Aug 2016
      • El Segundo, CA
  • KeyBank
    • Toledo, OH
    • Vice President, Senior Financial Planner
      • Jun 2011 - Jun 2014
      • Toledo, OH
  • Monroe Bank & Trust
    • Vice President & Portfolio Manager
      • May 2004 - Nov 2010
  • Fifth Third Bank
    • Toledo, Ohio
    • Vice President, Trust Officer
      • Jul 1995 - May 2004
      • Toledo, Ohio
  • Key Private Bank
    • Cleveland, Ohio
    • Assistant Vice President, Trust Officer
      • Apr 1986 - Jul 1995
      • Cleveland, Ohio

Education

  • 1984 - 1990
    Bowling Green State University
  • 1979 - 1983
    University of Toledo
  • 1979 - 1983
    University of Toledo

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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