Earl Erpelding personal email
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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 Consulting
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Officially RetiredEarl Erpelding Consulting Jul 2019 - Present
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Financial Services ProfessionalFinancial Services Profession Jun 2011 - Present
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Senior Client Associate / Private Banker / Assistant Vice PresidentWells Fargo Bank Jan 1999 - Jan 2011Relationship 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.
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Commercial / Private Banker / Assistant Vice PresidentWells Fargo Jan 1989 - Jan 1999Private 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. -
Assistant Vice PresidentUs Bank 1970 - 1989Consumer/Commerical Banking
Earl Erpelding Skills
Earl Erpelding Education Details
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Drew Business College -
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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