Job Title: Manager, Fiduciary Services
Company: U.S. Bank Wealth Management
Industry: Banking, Wealth Management and Financial Services
Mentor Since: Fall 2015
Will Mentor: Undergrad Students, Graduate Students
I manage a team of trust professionals who oversee the administering of client accounts.
U.S. Bank provides wealth management services to multi-generational families of significant wealth. Our unique practice of wealth management combines traditional services with an additional focus of helping family members understand and realize the impact of their wealth on their communities today and in the future. Our Fiduciary Services team focuses on delivering the best client experience to individual family members.
U.S. Bank - various management positions in Wealth Management, Private Banking and Product Management
RBC Dain - Product Management and Money Market Fund Oversight
Progressive Insurance - Product Management
Citibank - Marketing Research, Financial and Business Analysis
MBA - Kellogg School of Management at Northwestern University
BBA - Loyola University Chicago
Mentoring Objectives & Scope
Introduce students to various areas of financial services (especially in wealth management, banking, brokerage, and insurance) and answer questions about career planning and educational requirements.
When and where do you hold meetings with your students?
On campus initially then at my office if convenient for the student.
I think that it is important to balance work life objectives and aspirations with personal life objectives and aspirations.