Dawn Ripkey
Private Wealth Advisor, 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
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Experience
Senior Vice President, Private Wealth Advisor at U s Bank Private Wealth Management
Aug 2015 — Present · Milwaukee, WI, US
I serve as an advisor to high net worth individuals, families and organizations, including closely-held and family-owned business, endowments and foundations. Using a holistic approach. I help to identify a client\'s unique needs and then provide solutions to include a full range of wealth services.
Education
DePaul Driehaus College of Business
MBA, Finance
1991 — 1994
Illinois Wesleyan University
Bachelor of Arts (B.A.), Business Administration and Management, General
1981 — 1985
Skills
- Small Business Lending
- Financial Planning
- Mortgage Lending
- Financial Analysis
- Asset Managment
- Wealth Management
- Commercial Banking
- Retirement Planning
- Credit Analysis
- Investment Strategies
- Wealth Management Services
- Investments
- Equities
- Private Banking
- Leadership
- Strategic Financial Planning
- Portfolio Management
- Loans
- Asset Management
- Negotiation
- Estate Planning
- Commercial Lending
- Banking
- Asset Allocation
- Risk Management
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