Curt Wagner
Vice President | Regional Insurance Strategist - U.S. Bank Private Wealth Management
- Role
- Vice President Regional Insurance Strategist at U.S. Bank
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Curt Wagner
Experienced and successful sales professional with a extensive history of working in the…
Experience
Vice President Regional Insurance Strategist
Apr 2020 — Present · Minneapolis, MN, US
Partner with US Bank Private Wealth Management advisors to help guide their high net worth families and business owner clients to enhanced planning outcomes.
Education
The American College
Chartered Life Underwriter(CLU)
University of St. Thomas
BA
Skills
- Retirement Planning
- Financial Planners
- 401k
- Mutual Funds
- Financial Advisory
- Series 63
- Retirement
- Financial Services
- Strategic Financial Planning
- Disability Insurance
- Estate Planning
- Public Speaking
- Coaching
- Life Insurance
- Long-Term Care
- Series 7
- Employee Benefits
- Relationship Management
- Insurance
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