Executive Vice President, Head Of Wealth Management
CurrentEVP of MidwestOne Wealth Management which oversees $2.3B of assets and includes two divisions across our four state footprint. MidwestOne Investment Services is a Registered Investment Advisor / Broker Dealer at LPL and MidwestOne Private Wealth offers trust administration, investment management, private banking, and executive level planning services to high-net worth clients. Oversee 50+ wealth professionals and drive the P&L and strategic planning for Wealth Management.