Bmo Wealth Management - U.s.
Regional Director - Trust, Northern States Bmo Private Bank
Bmo Wealth Management - U.s.
Director Trust and Estate Services Bmo Private Bank
Baylake Bank 2006 - 2016
Vice-President and Chief Fiduciary Officer
Nicolet National Bank 2016 - 2016
Vice President, Trust Officer
J.p. Morgan Apr 2002 - Nov 2005
Senior Trust Advisor
Education:
Cannon Financial Institute 2006 - 2008
Saint Louis University 1985 - 1988
Doctor of Jurisprudence, Doctorates, Law
Saint Louis University School of Law 1985 - 1988
Doctor of Jurisprudence, Doctorates, Law
Lawrence University 1981 - 1985
Bachelors, Bachelor of Arts
Skills:
Estate Planning Investments Wealth Management Services Banking Wealth Management High Net Worth Individuals Retirement Finance Strategic Financial Planning Retirement Planning Investment Management Asset Management Financial Advisory Financial Planners Trusts Personal Finance Estate Law Asset Allocation Commercial Lending Financial Planning Real Estate Risk Management Estate Tax Planning Trust Services Mutual Funds Wealth Credit Portfolio Management Small Business Loans Private Banking Mortgage Lending Investment Advisory Trust Management Asset Managment