Job Title: Senior VP & Manager, Specialized Fiduciary Services
Company: U.S. Bank Wealth Management
Industry: Banking, Wealth Management
Mentor Since: Fall 2015
Will Mentor: Graduate Students, Undergrad 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?
Due to a very heavy travel schedule this year, I will only be able to do mentor meetings via phone. But I really enjoy being a mentor and am happy to help any students who can be flexible with doing long distance.
I think that it is important to balance work life objectives and aspirations with personal life objectives and aspirations.