Daniel N. Wlodek Email & Phone Number

5140 Main Street, Downers Grove, Illinois 60515

Responsible for originating, cultivating, and preserving strong viable relationships across a defined market, and a diverse client base, by delivering comprehensive wealth management solutions with an emphasis on the administration of asset management and trust services.My commitment is to initiate, and foster, close collaborative partnerships with my internal clients; while also creating professional relationships with external clients for the purpose of building an effective client and referral base to enhance the bank's position in its geographical footprint.

Western Springs, Il

As a Wealth Advisor & Trust Officer in Heartland Bank's Wealth Management division, I had the opportunity to assist individuals, families, and foundations, as well as corporate retirement plan clients, in meeting their financial goals by delivering tailored asset and investment management services.

Western Springs, Il

Responsible for transitioning the land trust department to a fully-functional automated management program; I also developed and incorporated a viable BSA/AML Risk Assessment Factor for use with the land trust accounts. I successfully integrated personal trust and estate accounts; as well as investment management agencies to broaden the trust services provided to our customer base. Other responsibilities encompassed policy review and implementation; including compliance with all internal and external audits and regulatory exams. Coordinated search and subsequent recommendations for the Department's asset custodian; investment advisor; and broker. Chaired the Trust Investment Committee and reported directly to senior management and the Board of Directors through active involvement in the Trust Committee. In addition to daily administration responsibilities, I continually cultivated and developed new sources of business.

Greater Chicago Area

Formerly Pioneer Bank & Trust Company, I managed the land trust department and was responsible for the daily administration of corporate trusts, escrows, as well as bond registrar and paying agency accounts. Participated in the bank's strategic planning, focus groups, and product training. Team leader for the bank's Total Quality Management (TQM) initiative.Developed and cultivated new business through various centers-of-influence; as well as from internal and external sources.

Greater Chicago Area

Bachelor'S Degree, Summa Cum Laude, Business Administration

Activities and Societies: Phi Kappa Phi, Delta Mu Delta, Pi Gamma Mu, and Elmhurst Management Program

Education record

American Bankers Association - National Trust School (1988)

Education record

University of Illinois at Chicago, Chicago, IL; Elmhurst College Management Program, Elmhurst, IL; American Institute of Banking, Chicago.