Earl Erpelding

Earl Erpelding Email and Phone Number

Officially Retired at Earl Erpelding Consulting @
Earl Erpelding's Location
Minneapolis, Minnesota, United States, United States
Earl Erpelding's Contact Details

Earl Erpelding personal email

About Earl Erpelding

Proven Wealth Management and Banking with extensive experience providing superior client service to high net worth clients. Recognized for new asset management and maintaining client relationships while helping achieve financial goals.Specialties: Strong dedication to serving the financial needs of clients with integrity.

Earl Erpelding's Current Company Details
Earl Erpelding Consulting

Earl Erpelding Consulting

Officially Retired at Earl Erpelding Consulting
Earl Erpelding Work Experience Details
  • Earl Erpelding Consulting
    Officially Retired
    Earl Erpelding Consulting Jul 2019 - Present
  • Financial Services Profession
    Financial Services Professional
    Financial Services Profession Jun 2011 - Present
  • Wells Fargo Bank
    Senior Client Associate / Private Banker / Assistant Vice President
    Wells Fargo Bank Jan 1999 - Jan 2011
    Relationship Manager working exclusively with Retired and Senior Client Base of 600 focusing on providing banking services and financial advice. Worked closely with Elder Services Division as required.Maintained 96% annual client retention rate by providing superior customer service.Recognized for bringing into the bank two new asset management clients. First client brought in assets in excess of $17 million. Second client and family members brought in assets in excess of $12 million.Received numerous service, sales and team awards.
  • Wells Fargo
    Commercial / Private Banker / Assistant Vice President
    Wells Fargo Jan 1989 - Jan 1999
    Private Banking Legal / Medical Team. Managed a client base of 300 individual attorneys, doctors and law firms in Twin Cities focusing on commercial and individual loans, customer service and client support.Recognized for bringing into the bank a large top-tier law firm with a closed loan request of $3M.Provided loans, banking needs and obtained new asset management clients.Planned and organized annual client appreciation golf event.
  • Us Bank
    Assistant Vice President
    Us Bank 1970 - 1989
    Consumer/Commerical Banking

Earl Erpelding Skills

Financial Services Banking Loans Finance Asset Management Wealth Management Crm Private Banking Financial Advisory Commercial Lending Sales Mortgage Lending Loan Origination Credit Consumer Lending Portfolio Management Commercial Banking

Earl Erpelding Education Details

  • Drew Business College
    Drew Business College
  • Us Bank Commercial Lending Training Program
    Us Bank Commercial Lending Training Program

Frequently Asked Questions about Earl Erpelding

What company does Earl Erpelding work for?

Earl Erpelding works for Earl Erpelding Consulting

What is Earl Erpelding's role at the current company?

Earl Erpelding's current role is Officially Retired at Earl Erpelding Consulting.

What is Earl Erpelding's email address?

Earl Erpelding's email address is ea****@****ail.com

What schools did Earl Erpelding attend?

Earl Erpelding attended Drew Business College, Us Bank Commercial Lending Training Program.

What skills is Earl Erpelding known for?

Earl Erpelding has skills like Financial Services, Banking, Loans, Finance, Asset Management, Wealth Management, Crm, Private Banking, Financial Advisory, Commercial Lending, Sales, Mortgage Lending.

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