Kathleen M Elbert from Houlton, WI, age 61

Kathleen Elbert Phones & Addresses

Houlton, WI
Lakeland, MN
New Richmond, WI
Bayport, MN
Wausau, WI
Naples, FL
Saint Paul, MN

Work

Company:

First state bank and trust
Mar 1998
Position:

Vice president

Education

Degree:

Bachelor of Applied Science (B.A.Sc.)
School / High School:

University of Minnesota-Duluth
Specialities:

Mathematics

Skills

Portfolio Management • Investments • Banking • Finance • Wealth Management • Retirement Planning • Commercial Lending • Loans • Retirement • Commercial Banking • Insurance • Customer Service • Disability Insurance • Fixed Annuities • Credit Analysis • Public Speaking

Ranks

Certificate:

License 061930

Industries

Banking

Resumes

Senior Vice President

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Location:

1531 Oak Ridge Ln, Houlton, WI 54082

Industry:

Banking

Work:

First State Bank and Trust since Mar 1998
Vice President

Education:

University of Minnesota-Duluth
Bachelor of Applied Science (B.A.Sc.), Mathematics

Skills:

Portfolio Management
Investments
Banking
Finance
Wealth Management
Retirement Planning
Commercial Lending
Loans
Retirement
Commercial Banking
Insurance
Customer Service
Disability Insurance
Fixed Annuities
Credit Analysis
Public Speaking

Certifications:

License 061930
Accredited Investment Fiduciary
Accredited Fiduciary Investment Manager
Accredited Asset Management Specialist
Accredited Tax Preparer
Kansas City Certified Barbeque Judge
Certified Financial Planner
Certified Trust and Financial Advisor