U.s. Bank
Personal Trust Relationship Manager
Regions Bank Oct 2010 - Oct 2018
Vp, Wealth Advisor Private Wealth Management
Thrivent Financial Dec 2009 - Oct 2010
Investment and Financial Consultant
Altissimo Dec 2008 - Oct 2010
Founder and Chief Executive Officer
Carlisle Companies May 2008 - Sep 2010
Executive Image Consultant
Education:
GdaĆsk University of Technology 1985
Bachelor of Applied Science, Bachelors
Ringling College of Art and Design
University of Gdansk
Bachelors, Bachelor of Science
University of Rhode Island
Skills:
Business Succession Planning Trust and Estate Planning Buy Sell Agreements Investment Strategies Hedging Wealth Management Retirement Solutions Asset Allocation Risk Assessment Wealth Preservation Planning Retirement Plan Consulting Benefits Design Executive Compensation Planning Multi Generational Wealth Transfer Customer Service
Interests:
Gourmet Dining Aviation Fashion Yachting Education Environment Art Photography Fitness Science and Technology Architecture Animal Welfare Travel Arts and Culture Health
Certifications:
6, 7, 66, 65, 63 Life, Health, Va, Pc Certified Wealth Strategist 6, 7, 65, 63
Regions Bank since Oct 2010
Financial Representative
Skills:
Business Development Competitive Analysis Marketing Strategy Sales Customer Service Public Speaking Strategic Planning Coaching Team Building Marketing Small Business New Business Development