Chuck Yeaman
Senior Vice President, Private Wealth Advisor at U.S. Bank Private Wealth Management
- Role
- Senior Vice President, Private Wealth Advisor at U s Bank Private Wealth Management at U.S. Bank
- Location
- Bend, OR, US
- LinkedIn followers
- 500 followers
About Chuck Yeaman
As a Private Wealth Advisor, Chuck is responsible for providing comprehensive wealth management strategies tailored to his clients’ specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services, and Wealth Planning. Chuck takes the time to understand his clients’ unique needs and directs teams of specialists — often working closely with other client advisors, such as attorneys and accountants — to provide services that help his clients work toward their goals.Chuck began his career in the banking and financial services industry in 2007. Prior to joining U.S. Bank Private Wealth Management, Chuck worked as a Private Banker at U.S. Bank Wealth Management. His professional background includes providing banking and credit solutions to affluent and high net worth individuals and families, as well as collaborating with wealth advisors and trust professionals preparing financial plans and relationship management.Chuck is active in his community, serving as Treasurer of the Board of Trustees for Central Oregon Community College Foundation.Chuck resides in Bend, Oregon. When he is not at work, he enjoys fishing, hiking and spending time with his wife and two sons.
Experience
Senior Vice President, Private Wealth Advisor at U s Bank Private Wealth Management
May 2023 — Present · Bend, OR, US
As a Private Wealth Advisor I am responsible for providing comprehensive wealth management strategies tailored to my clients\' specifics needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services, and Wealth Planning. I take time to understand my clients\' unique needs, and I direct teams of specialists - often working closely with other client advisors, such as attorneys and accountants - to provide services that help clients work toward their goals.
Education
Chapman University, The George L. Argyros School of Business and Economics
Bachelor of Science (B.Sc.)
University of Hawaii at Manoa
Master of Business Administration (M.B.A.)
Skills
- Finance
- Leadership
- Event Planning
- Commercial Mortgages
- Investments
- Financial Analysis
- Sales
- Customer Relationship Management (Crm)
- Credit
- Portfolio Management
- Commercial Banking
- Loans
- Customer Service
- Commercial Lending
- Social Media
- Underwriting
- Credit Analysis
- Banking
- Real Estate
- Mortgage Lending
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