Urbandale, Iowa
Specialties
Mar 2018 – Nov 2019
1st VP, Head of WM & Trust
Apr 2016 – Mar 2018
President, Private Wealth Management
Sep 2015 – Apr 2016
SVP
Oct 2011 – Sep 2015
Vice-President, Investments & Operations
Aug 2008 – Oct 2011
Assistant Vice-President
Jun 2006 – Aug 2008
Investment Portfolio Associate
Jun 2004 – Jun 2006
Portfolio Analyst
Dec 2003 – Jun 2004
Finance & IT Intern
MBA, Finance
University of Iowa
BA, Finance and Information Technology
Graceland University