Other Finance Career

Age 63
Gender Man
Education Masters Degree
Experience 20+ Years
Gross Salary US$ 200,000
Net Salary US$ 120,000
Country United States
City Madison
Type of Work Permanent
Career group Finance & Banking
Career Other Finance Career
Specific name President of Wealth Management
Company name n/a
Company website n/a
Career description
"Past President of wealth management, and Vice President of investment management, directly responsible for more than $460,000,000 in individual trust and agency accounts, and almost $1,2 billion in retirement funds. Supervised trust operations; retail brokerage; insurance sales; trust investment management; trust administration; compliance; and support staff. Reported to the Board of Directors, and was a member of the Trust Advisory Committee."
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