Adam Cox Email & Phone Number
Who is Adam Cox? Overview
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Adam Cox is listed as Partner at Prairie View Wealth Partners, based in Greater Sioux Falls Area, United States. AeroLeads shows a matched LinkedIn profile for Adam Cox.
Adam Cox previously worked as Chief Wealth Management Officer and Executive Vice President at The First National Bank In Sioux Falls and Chief Wealth Management Officer & Executive Vice President at The First National Bank In Sioux Falls. Adam Cox holds Master Of Business Administration (Mba), Finance & Investments from University Of Notre Dame - Mendoza College Of Business.
Email format at Prairie View Wealth Partners
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About Adam Cox
Adam Cox is a Partner at Prairie View Wealth Partners. He is proficient in English.
Adam Cox's current company
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Adam Cox work experience
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Chief Wealth Management Officer And Executive Vice President
Chief Wealth Management Officer & Executive Vice President
CurrentLeads, directs, administers, and controls the Wealth Management Division at an executive level. Responsible for the management, supervision, and oversight of the exercise of the fiduciary powers of the Bank in accordance with federal regulation, along with the development and implementation of strategic goals and objectives for the Wealth Management Division.
Senior Vice President
As a Senior Vice President of Marquette Asset Management, I led the development and implementation of the firm's growth, branding and marketing initiatives, as well as oversaw the firm's estate settlement services, which were provided for a limited number of high net worth individuals and families. Additionally, I was a frequent lecturer and author on various topics relating to estate planning and trust administration.
Private Client Advisor
As a Private Client Advisor, my primary responsibilities included sourcing new personal trust and investment management clients, managing strategic client relationships and providing estate settlement services.
Estate Settlement Specialist
Part of the Estate Management Services team, I settled complex and high net worth estates from coast to coast.
Adam Cox education
Master Of Business Administration (Mba), Finance & Investments
Bsba, Business Management, Political Science
Frequently asked questions about Adam Cox
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What company does Adam Cox work for?
Adam Cox works for Prairie View Wealth Partners.
What is Adam Cox's role at Prairie View Wealth Partners?
Adam Cox is listed as Partner at Prairie View Wealth Partners.
Where is Adam Cox based?
Adam Cox is based in Greater Sioux Falls Area, United States while working with Prairie View Wealth Partners.
What companies has Adam Cox worked for?
Adam Cox has worked for Prairie View Wealth Partners, The First National Bank In Sioux Falls, Marquette Asset Management, Trust Point Inc., and Wells Fargo Bank.
How can I contact Adam Cox?
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What schools did Adam Cox attend?
Adam Cox holds Master Of Business Administration (Mba), Finance & Investments from University Of Notre Dame - Mendoza College Of Business.
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