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National Managing Director/Vice President, Philanthropic Services
Company NameUS Bank Private Client Group
Dates EmployedMay 2000 – Oct 2006
Employment Duration6 yrs 6 mos
LocationSt. Paul, Minnesota
Designed and managed philanthropic services for the Bank's high net worth private clients, including establishing foundations and other charitable entities; managing grantmaking and community relations; training and coaching trust officers and sales staff; and ensuring compliance with nonprofit regulations as part of the business line across the company's 24-state market. The products and services developed tripled assets under management and fee revenue. Se |