Trust Officer/Senior Vice President using my financial education and background to grow the assets and the profitability of the Wealth Management Department for First National Bank North Platte. I use my experience to oversee the financial reports, the marketing needs, and the management of the employees for this department. Besides a major emphasis on business development I am also the administrator of the majority of our accounts ranging from revocable trusts, estates, conservatorships, investment management accounts and retirement plan services. I take pride in having a well rounded knowledge of wealth management services and know how to develop good relationship with outside referral sources as well as internal referral sources.
I have maintained and grown the Trust Department/Wealth Management Department from $35 million in assets in 1999 to $120 million in assets in 2012 in a market where a $1 million account is significant. I have established relationships with professionals in the area of service to be a good external referral source. I believe I have accomplished a reputation of excellent professional wealth management services for First National Bank.
Oversight of Wealth Management and Investments and Planning for North Platte, Chadron and Scottsbluff. Administer 100+ trust and agency accounts as well as do the majority of the business development for this department.
Trust Officer for Adams bank and Trust and all of their branches. My job was business development and administration. I left this position for an advancement to a larger trust department and organization at First National Bank.
Left teaching to start my own home business and be more flexible for my family. Accounting services provided for a construction company, a retail clothing company and a water service provider.
Taught account classes at all levels included development of self-education materials.
The Institute of Certified Bankers - Certified Trust Financial Advisor Designation.
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