Daniel Wotruba
Director of Wealth Management & Shareholder at KerberRose Wealth Management, LLC
- Role
- Shareholder & Director of Wealth Management at Kerberrose Wealth Management
- Location
- Green Bay, WI, US
- LinkedIn followers
- 500 followers
About Daniel Wotruba
I am a Wealth Portfolio Manager with a long history of successful business development…
Experience
Shareholder & Director of Wealth Management
Jan 2019 — Present · Green Bay, WI, US
As Director of Wealth Management of KerberRose Wealth Management, I am excited for the opportunity to utilize and share my 25 years of experience in the financial services industry of providing financial planning and portfolio construction services designed to help clients achieve personal and family goals. With a seemingly unlimited array of financial products available in today’s marketplace, our team at KerberRose Wealth Management has the experience to help clients determine which products create the best opportunity to achieve financial success through fundamental portfolio analysis focused on portfolio structure, managing risk and controlling costs.
Education
UWGB
BS, Business Administration/Econ
1984 — 1988
Skills
- Credit
- Mortgage Lending
- Financial Analysis
- Private Wealth Management
- Commercial Banking
- Retirement Planning
- Portfolio Management
- Loans
- Financial Risk
- Small Business Lending
- Commercial Lending
- New Business Development
- Banking
- Investments
- Qualified Plans
- Consumer Lending
- Credit Analysis
- Wealth Management Services
- Estate Planning
- Business Development
- Wealth Management
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