Rob Mounts Email & Phone Number

Remote

Fargo, North Dakota Area

Bloomington/Normal, Illinois Area

Accountable for the leadership of the Asset Management & Trust Services’ investment platform, including asset allocation guidelines, process development, research and due diligence, portfolio construction, and leadership of the Trust Investment Committee.• Responsible for the oversight of the $250 million of trust, agency, and retirement plan assets that are invested at our discretion• Designed and implemented a centralized investment management program• Developed efficient asset allocation guidelines using portfolio optimization techniques• Assisted foundation and endowment boards with enhancing their investment and spending policies• Project manager for the implementation of an automated account review system to improve the effectiveness and efficiency of the regulatory process

Princeton, Illinois

Responsible for all aspects of the Trust and Investment Group’s investment platform, including process development, asset allocation guidance, research and due diligence of all investments, portfolio construction, training, compliance, and leading the Trust and Investment Group’s Investment Committee. Successfully transitioned the investment offering to an investment platform based on the principles of Modern Portfolio Theory that intelligently uses technology to offer individualized solutions to high net worth clients. • Designed and successfully implemented an active investment management process• Gained trust of clients that resulted in an increase of full authority accounts and a more consistent investment experience across the client base• Transitioned accounts with individual equities following various buy and hold strategies to an actively managed equity model with defined buy/hold/sell criteria• Leveraged technology resources and identified new methods to increase the efficiency and productivity of the investments area• Teamed with Wealth Advisors to attain new businessCitizens First National Bank was acquired by Heartland Bank and Trust Company in November, 2012.

Responsible for the investment management of client portfolios in the Rochester, Minnesota and Eau Claire, Wisconsin markets. Successfully teamed with Trust Officers to educate branch staff to develop additional markets and collaborated with fellow Portfolio Managers to select equity research firms and enhance the research delivery process.

Mba, Finance

B.S., Finance

Activities and Societies: Student Activity Budget Committee Student Senate Pi Sigma Epsilon