Debbie Leiken
Vice President, Private Wealth Advisor U.S. Bank Private Wealth Management
- Role
- Vice President, Private Wealth Advisor at U s Bank Private Wealth Management at U.S. Bank
- Location
- Eugene, OR, US
- LinkedIn followers
- 500 followers
About Debbie Leiken
As a Private Wealth Advisor, I am responsible for providing comprehensive wealth…
Experience
Vice President, Private Wealth Advisor at U s Bank Private Wealth Management
Mar 2012 — Present
As a Private Wealth Advisor, I am responsible for providing comprehensive wealth management strategies tailored to my clients’ specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services, and Wealth Planning. I take the time to understand my clients’ unique needs and direct teams of specialists — often working closely with other client advisors, such as attorneys and accountants — to provide services that help my clients work toward their goals.
Skills
- Cross Selling
- Financial Services
- Banking
- Relationship Management
- Small Business
- Private Banking
- Finance
- Financial Planning
- Branch Banking
- Mortgage Lending
- Residential Mortgages
- Credit Risk
- Lines of Credit
- Cash Management
- Credit Analysis
- Mortgage Banking
- Commercial Mortgages
- Commercial Banking
- Refinance
- Underwriting
- Portfolio Management
- Asset Based Lending
- Deposits
- Treasury Management
- Business Development
- Strategic Financial Planning
- Loan Origination
- Consumer Lending
- Small Business Lending
- Retail Banking
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