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Michele A. Griepentrog Cfa, Cfp, Csscs, Mba is listed as Vice President, Senior Wealth Advisor at First American Bank, a company with 434 employees, based in Crystal Lake, Illinois, United States. AeroLeads shows a work email signal at firstambank.com and a matched LinkedIn profile for Michele A. Griepentrog Cfa, Cfp, Csscs, Mba.
Michele A. Griepentrog Cfa, Cfp, Csscs, Mba previously worked as Vice President, Sr. Portfolio Manager at Bmo Harris Private Bank and Vice President, Sr. Wealth Advisor & Investment Officer at Alpine Bank Illinois. Michele A. Griepentrog Cfa, Cfp, Csscs, Mba holds Master Of Business Administration (Mba), Business And Finance from Loyola University Chicago.
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AeroLeads found 1 current-domain work email signal for Michele A. Griepentrog Cfa, Cfp, Csscs, Mba. Compare company email patterns before reaching out.
I have had the great pleasure during my 20+ year career in the wealth management industry to build long term relationships and create comprehensive solutions to help clients grow and preserve their wealth. Building trust with clients has been a key to success, combined with credentials that include the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Social Security Claiming Strategy (CSSCS) designations. The combination of these designations helps deliver value to clients that includes important technical investment expertise, as well as serve as a trusted financial partner to find solutions to issues that matter to clients!
Listed skills include Asset Allocation, Portfolio Management, Investment Management, Finance, and 12 others.
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A career timeline built from the work history available for this profile.
Elk Grove Village, IL
Build long term relationships and create comprehensive solutions as a trusted advisor by working closely with moderate-to-complex high net worth individuals and families to gain a thorough understanding of their lifestyle and wealth planning goals. Formulate effective solutions for real life issues that matter to clients. Complement investment management.
Barrington, IL
Key responsibilities include managing investment portfolios, monitoring the markets and developing customized investment strategies. Regularly meet with clients, other advisors, and financial planners to formulate solutions to meet client needs. Passion for forward thinking is rooted in fundamentals of traditional investment management theories to develop.
Rockford, Illinois
Expertise in investment portfolio construction, financial planning and investment management for moderate-to-complex situations, working with high net worth and institutional clients, and serve as member of the Investment Strategy Committee, which involves assessing capital markets, and developing and implementing investment strategies.
Rockford, Illinois Area
Oversight of a multi-million investment, treasury and debt-financing program. Monitored external investment managers, custodians and banking relationships; and, managing treasury cash flow forecasts, coordinating complex RFPs for manager and treasury searches, and building strong financial relationships for the health system.
Chicago, IL
Research analyst and portfolio manager at J. Shea Investment Advisors, a registered investment advisory firm located in the heart of Chicago. Work closely with the firm's founder and managing partner utilizing the firm's propriety financial modeling process to construct investment portfolios and monitor the equity growth stock portfolio.
Other employees you can reach at firstambank.com. View company contacts for 434 employees →
Mary Kalamatianos
Colleague at First American BankChicago, Illinois, United States, United States
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Will Werneske
Colleague at First American BankWest Dundee, Illinois, United States, United States
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Billie Gray
Colleague at First American BankIrving, Texas, United States, United States
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Amber Zabawski
Colleague at First American BankElgin, Illinois, United States, United States
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Ellen Bebout
Colleague at First American BankNorman, Oklahoma, United States, United States
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John Satkas
Colleague at First American BankJoliet, Illinois, United States, United States
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Ed Woods
Colleague at First American BankElmhurst, Illinois, United States, United States
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Liam Corbisiero
Colleague at First American BankRiverside, Illinois, United States, United States
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Lena Whitaker
Colleague at First American BankWest Dundee, Illinois, United States, United States
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Elizabeth Darby
Colleague at First American BankDes Plaines, Illinois, United States, United States
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Quick answers generated from the profile data available on this page.
Michele A. Griepentrog Cfa, Cfp, Csscs, Mba works for First American Bank.
Michele A. Griepentrog Cfa, Cfp, Csscs, Mba is listed as Vice President, Senior Wealth Advisor at First American Bank.
AeroLeads has found 1 work email signal at @firstambank.com for Michele A. Griepentrog Cfa, Cfp, Csscs, Mba at First American Bank.
Michele A. Griepentrog Cfa, Cfp, Csscs, Mba is based in Crystal Lake, Illinois, United States while working with First American Bank.
Michele A. Griepentrog Cfa, Cfp, Csscs, Mba has worked for First American Bank, Bmo Harris Private Bank, Alpine Bank Illinois, Rockford Health System, and Shea Investment Advisors.
Michele A. Griepentrog Cfa, Cfp, Csscs, Mba's colleagues at First American Bank include Mary Kalamatianos, Will Werneske, Billie Gray, Amber Zabawski, and Ellen Bebout.
You can use AeroLeads to view verified contact signals for Michele A. Griepentrog Cfa, Cfp, Csscs, Mba at First American Bank, including work email, phone, and LinkedIn data when available.
Michele A. Griepentrog Cfa, Cfp, Csscs, Mba holds Master Of Business Administration (Mba), Business And Finance from Loyola University Chicago.
Michele A. Griepentrog Cfa, Cfp, Csscs, Mba is listed with skills including Asset Allocation, Portfolio Management, Investment Management, Finance, Investment Strategies, Investment Advisory, Cash Management, and Treasury.
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