Elevate the fiduciary advisory landscape by leading a specialized team dedicated to innovative estate planning for high net worth clients across the Midwest and Texas regions.

Engage and deepen client relationships while managing a diverse portfolio. Drive growth through strategic outreach, tailor financial solutions, and collaborate with stakeholders to enhance banking services and client experience in assigned markets.

Drive success by building and managing strong relationships with affluent clients, creating tailored financial strategies through proactive engagement and collaboration across banking service lines for comprehensive solutions.

Support customer engagement and deepen relationships by sourcing and onboarding new business clients while managing a diverse portfolio. Drive financial growth through tailored solutions and proactive communication, ensuring alignment with risk policies.

Shape and accelerate progress at the intersection of business execution and strategic planning, leading initiatives to improve operational efficiency and drive impactful changes across multiple teams in Capital Markets.