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Nick B. Email & Phone Number

Investment Analyst at Legacy Private Trust Company at Legacy Private Trust Company
Location: Neenah, Wisconsin, United States 7 work roles 1 school
1 work email found @usbank.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

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Work email n****@usbank.com
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Role
Investment Analyst at Legacy Private Trust Company
Location
Neenah, Wisconsin, United States
Company size

Who is Nick B.? Overview

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Quick answer

Nick B. is listed as Investment Analyst at Legacy Private Trust Company at Legacy Private Trust Company, a company with 29 employees, based in Neenah, Wisconsin, United States. AeroLeads shows a work email signal at usbank.com and a matched LinkedIn profile for Nick B..

Nick B. previously worked as Investment Analyst at Legacy Private Trust Company and Fund Administration Officer/Administrator/Intern at U.S. Bank. Nick B. holds Bachelor'S Degree, Finance And Business Analytics from Indiana University Bloomington.

Company email context

Email format at Legacy Private Trust Company

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*@usbank.com
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Profile bio

About Nick B.

A dedicated and detail-oriented Investment Analyst with 4 years of experience in the financial industry. In my current position with Legacy Private Trust, I've consistently demonstrated the ability to analyze market trends, develop investment strategies, and manage portfolios to deliver strong financial performance. Using analytical skills and market insights, I continuously evaluate investment opportunities to make informed decisions that align with our clients' financial goals.Passionate about staying abreast of industry trends and continuously enhancing my knowledge through ongoing education and professional development. My commitment to excellence, combined with analytical prowess and strategic thinking, enables me to provide valuable insights and drive positive outcomes for our clients.Proud to hold the CFA charter, having passed all three exams on my first attempt, which is a testament to my deep knowledge and expertise in finance and investment management. The rigorous examination process allowed me to fine-tune my investment philosophy, forming the foundation of all my analysis.Graduated from Indiana University's Kelley School of Business with a major in Finance and Business Analytics. During my time there, I served as a Peer Tutor for an intensive Excel-based class and actively participated in several extracurricular activities, such as the IU Run Club and the Investment Management Club.Passionate about serving the community in any way possible and proud to be an Eagle Scout.

Current workplace

Nick B.'s current company

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Legacy Private Trust Company
Legacy Private Trust Company
Investment Analyst at Legacy Private Trust Company
neenah, wisconsin, united states
Website
Employees
29
AeroLeads page
7 roles

Nick B. work experience

A career timeline built from the work history available for this profile.

Fund Administration Officer/Administrator/Intern

  • While working closely with 21 Exchange Traded Funds totaling nearly $5.5 Billion in Net Assets, I performed the following tasks:
  • Developed financial statements for both Annual and Semi-Annual reports.
  • Prepared a wide range of SEC filings and compliance reports.
  • Processed and scheduled monthly unitary expenses.
  • Forecasted and analyzed expenses.Founded a Peer Mentoring Network with the expressed goal of accelerating the learning curve of young Fund Admins.
Jun 2020 - Dec 2023

Crew Manager

Bloomington, Indiana Area

  • Demonstrated excellent customer service skills by executing consumer requests.
  • Effectively managed a limited amount of space, increasing efficiency onsite.
  • Directed small teams to carefully handle and transport client possessions including fragile family items.
Aug 2019 - Aug 2020

Product Manager

Naperville, IL

Menards is a brick and mortar retailer specializing in home improvement. While Product Manager, I was directly responsible for a massive amount of inventory. Other responsibilities included:- Overseeing a small team to ensure customer needs were met.- Assisting customers in the buying process, encouraging addons to best assist their needs.

May 2018 - Oct 2018

Adult Softball Scorekeeper

Greater Chicago Area

Naperville Park District employs Softball Scorekeepers to speed up the pace of recreation league softball games, while also keeping order at public parks.- Oversaw the safety of the park's patrons in inclement weather conditions.- Organized more than 10 games a week, and allowed those games to run smoothly and quickly.

Apr 2016 - May 2018

Sales Representative

Vector Marketing

Naperville, IL

- Developed own client base from own network.- Scheduled appointments at client's home while speaking over the phone.- Articulated the value of the product through an in-person demonstration.- Compiled a list of referrals in order to grow network and continue scheduling.- Sold over $6,000 in my first ten days as an employee.

May 2017 - Aug 2017

Caddy

Naperville Country Club

Greater Chicago Area

Responsible for ensuring that Naperville Country Club's patrons are able to comfortably play a round of golf.

Mar 2013 - Jul 2017
Team & coworkers

Colleagues at Legacy Private Trust Company

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1 education record

Nick B. education

FAQ

Frequently asked questions about Nick B.

Quick answers generated from the profile data available on this page.

What company does Nick B. work for?

Nick B. works for Legacy Private Trust Company.

What is Nick B.'s role at Legacy Private Trust Company?

Nick B. is listed as Investment Analyst at Legacy Private Trust Company at Legacy Private Trust Company.

What is Nick B.'s email address?

AeroLeads has found 1 work email signal at @usbank.com for Nick B. at Legacy Private Trust Company.

Where is Nick B. based?

Nick B. is based in Neenah, Wisconsin, United States while working with Legacy Private Trust Company.

What companies has Nick B. worked for?

Nick B. has worked for Legacy Private Trust Company, U.S. Bank, College Movers & Junk Hauling, Menards, and Naperville Park District.

Who are Nick B.'s colleagues at Legacy Private Trust Company?

Nick B.'s colleagues at Legacy Private Trust Company include Brenton Teeling, Kay Bahn, Lewis Bohannon, Mary Jovanovich, and Greg Hansen, Cfa.

How can I contact Nick B.?

You can use AeroLeads to view verified contact signals for Nick B. at Legacy Private Trust Company, including work email, phone, and LinkedIn data when available.

What schools did Nick B. attend?

Nick B. holds Bachelor'S Degree, Finance And Business Analytics from Indiana University Bloomington.

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