Dan Stevenson
Executive Vice President Community Banking and Wealth Management
- Role
- Executive Vice President Community Banking and Wealth Management at Midland States Bank
- Location
- Joliet, IL, US
- LinkedIn followers
- 500 followers
Experience
Executive Vice President Community Banking and Wealth Management
Sep 2023 — Present · US
Midland Wealth Management is a trade name used by Midland States Bank, Midland Trust Company, and Midland Wealth Advisors, LLC, a registered investment adviser. Investments are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Midland Wealth Management may utilize third-party websites, including social media websites, blogs and other interactive content. Midland Wealth Management considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, Midland Wealth Management generally retains copies of information that Midland Wealth Management or third parties may contribute to such sites. This information is subject to review and inspection by the CCO of Midland Wealth Management or the securities regulators. Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Midland Wealth Management’s advisory persons after entering into an advisory agreement and provided Midland Wealth Management with all requested background and account information.
Skills
- Treasury
- Investments
- Finance
- Retirement Planning
- Mergers & Acquisitions
- Financial Services
- Commercial Lending
- Portfolio Management
- Business Development
- Small Business Lending
- Insurance
- Strategic Planning
- Banking
- Loans
- Financial Advisory
- Employee Benefits
- Commercial Banking
- Credit Analysis
- Credit
- Risk Management
- Financial Analysis
- Consumer Lending
- Treasury Management
- Mortgage Lending
- Retail Banking
- Underwriting
- Loan Origination
- Commercial Mortgages
- Asset Based Lending
- Cash Management
- Wealth Management
- Credit Risk
- Mortgage Banking
- Cash Flow Lending
- Cross Selling
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