Carolyn B.

Wealth Planner at U.S. Bank Private Wealth Management

Role: Wealth Planner at U.S. Bank
Location: Chicago, IL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Carolyn B.

Certified Financial Planner™ with over ten years of experience in Wealth Management.…

Experience

Wealth Planner
U.S. Bank
Aug 2021 — Present · Chicago, IL, US
I direct wealth planning by providing analysis and advanced wealth planning strategies to help high net worth clients work toward their goals.

Education

DePaul University
Financial Planning Certification Program
2010 — 2011
University of Illinois at Urbana-Champaign
BS
2005 — 2009

Contact information

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•••••@usbank.com
Personal email
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Current company

U.S. Bank

Banking · 87K employees · Minneapolis, Minnesota, United States

At U.S. Bank, we help millions of clients achieve their goals with a balance of best-in-class technology and human expertise tailored to individual needs. As the fifth-largest commercial bank in the United States, we’ve built a reputation for strength and stability across a diversified mix of businesses, including commercial and institutional banking, business banking, payments, wealth management and consumer banking. We’ve been named one of the World’s Most Ethical Companies® by the Ethisphere Institute and the most admired superregional bank by Fortune. In addition to thousands of branches serving consumers, U.S. Bank offers a complete suite of products, services and strategic partnerships for business. Within our Wealth, Corporate, Commercial and Institutional Banking division, we serve more than half a million clients across the country and around the world, ranging from wealthy individuals and families to the largest corporations, including 90% of Fortune 1000 companies. We’re also consistently recognized as a great place to work. We’re shaping our company culture with intention, focused on creating a workplace where it’s safe to speak up, share ideas and try new things. We’re proud to be recognized as a “Best for Vets” employer by the Military Times and included on Fair360’s (formerly DiversityInc.) list of Top 50 Companies for Diversity. U.S. Bank, NA. Member FDIC. Equal Housing Lender.

usbank.com

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About Carolyn B.

Experience

Wealth Planner

Education

DePaul University

University of Illinois at Urbana-Champaign

Find verified contacts for anyone on LinkedIn