Dave Arens

Experience

1. Founding Partner

   Private Wealth Asset Management

   Sep 2021 — Present

   As a Founding Partner at Private Wealth Asset Management (PWAM), I bring extensive experience in understanding clients’ goals to help them move from where they are today to where they want to be in the future. RECEPTIVE Because PWAM is a new company, much must be done in its beginning stages. One of the most crucial steps to take during the early stages of our company is assembling a highly specialized and experienced team of Advisors. That’s where I come in. One of my duties as a Founding Member is to ensure we have the right team to work with our clients and prospects in devising the most beneficial plan for our clients and their families.I strongly believe that teamwork is essential to our clients’ success. Despite my years of experience, I believe that every member of our team adds an essential component to our company. I’m fortunate to work with an extraordinary team of highly specialized individuals who contribute their unique experience and expertise to our organization.Since our clients depend on various advisors, including others outside of our business, I ensure that all advisors (internal and external) are kept in the loop as to what our team is doing with our clients. At the same time, I make sure that everyone on our team knows what their speaking or presenting roles are. As part of my job, I reach out to Centers of Influence to gauge how we are able to help their practice. I also prospect for new clients, and I follow up with existing and prospective clients to whom we’ve made commitments to. SPECIALTIES Private Wealth Asset Management | Investment Management | Investment Advisor | Financial Advisor | Portfolio Management | Investments | Wealth Planning | Family Dynamics | Business Succession | Estate Planning | Fiduciary Banking | Financial Planning | Deeper Insight | Professional Approach | Financial Recommendations | Wholistic Approach | Wealth | Planning | Management | Financial Markets |

Education

• The University of Iowa Tippie College of Business

  MA

  1982 — 1984

• University of Iowa

  BA

  1977 — 1982

Skills

• Banking
• Risk Management
• Portfolio Management
• Loans
• Small Business Lending
• Investments
• Strategic Financial Planning
• Commercial Lending
• Wealth Management
• Consumer Lending
• Private Banking
• Cross Selling
• Financial Services
• Commercial Banking
• Asset Management
• Relationship Management
• Finance
• Securities
• Estate Planning
• Financial Planning
• Mortgage Lending
• Retirement Planning
• Credit
• Investment Advisory
• Asset Managment
• Credit Analysis