Dan Evensen Email & Phone Number

Neenah, Wi, Us

Neenah, Wi

Responsible for all aspects of leadership, management, profitability, business development and administration of the Regional Private Client line of business. Maintain and develop significant knowledge of the fiduciary laws rules and regulations governing the administration of Personal Trust, investment management and financial planning knowledge. Primarily responsible for the recruitment, development and retention of colleagues who are able to provide the level of services and expertise required to achieve high customer satisfaction and the development of new business opportunities internally and a cross business lines. Focus is placed on business development and client retention as well as setting policies and procedures for the Private Client - Trust business line.

Appleton, Wi

Responsible for the management, supervision and direction of all trust activities, including the development of new trust business and coordination of trust investment policies, to promote growth and profitability. Establish and maintain fee scales for various types of business. Review and recommend acceptance or rejection of potential fiduciary responsibilities. Assist in the establishment of investment philosophy and policy, including preferred and unacceptable lists of securities. Engage personally in a variety of trust administrative, investment, and business development activities. Administer a number of accounts, including those that are of special significance or include unusual problems. Review and supervise the investment of the various trust and management accounts as appropriate. Prepare various monthly, quarterly and annual reports of division activity and progress.

Responsible for trust new business development. Specific duties included creating and disseminating marketing materials and working with field staff referral sources to identify qualified trust prospects. Created specific proposals and present trust solutions to Thrivent customers. Created and delivered trust training and referral modules to Thrivent Financial representatives.Conducted detailed reviews of all legal documents, which named Thrivent Financial Bank in some capacity. Worked closely with outside counsel to effect any necessary changes to said documents. Provided overall trust compliance leadership and direction to the department. Lead internal and external audit programs to ensure trust department compliance with all governing regulatory agencies.

Provided estate planning technical expertise and complex advanced case support to both field staff and home office employees. Created and delivered advanced sales seminars and training modules designed to educate AAL members and field staff on technical issues related to estate, retirement, charitable giving and business succession planning. Consulted on issues incorporating insurance and investment products and their applicability in the advanced sales area for AAL affiliates and other functional areas. Advised and counseled attorneys and accountants on a national scale pertaining to estate, retirement, charitable giving and business succession planning for AAL members and prospective members.

Developed and administered over two hundred personal trust account relationships. Advised customers on all aspects of their individual financial needs, coordinated investment strategy, resolved issues, and complied with applicable law in a prudent, discretionary manner. Participated in the marketing and sale of new personal trust, employee benefit, and retail bank business from existing and prospective customers. Counseled clients on specific aspects of their personal financial status including planning and implementing detailed retirement, tax, estate, and financial plans. Singularly responsible for the development, training, and implementation of the personal trust department financial planning process.

Delivered high quality, personalized service in all aspects of financial sales and consulting for up to three hundred individual and small business private client accounts. Implemented financial planning analyses and asset allocation models to monitor, evaluate and manage a multi-million dollar client base.

Planned, implemented, and supervised the intelligence activities of a two thousand person regiment and four subordinate battalions for multiple deployments both domestically and abroad. Supervised a consolidated battalion administrative office in matters pertaining to personnel administration. Directed naval gunfire and fire support coordination, planning, and execution for an infantry battalion landing team during training and tactical deployment in Iraq immediately following Desert Storm.

Jd, Law

Ba, Criminal Justice

Activities and Societies: Phi Theta Pi, Band, Carroll Players, Fraternity Council