Heather Patrek

About Heather Patrek

As Private Wealth Advisor Managing Director, I lead a team of wealth management professionals responsible for providing comprehensive strategies tailored to our clients’ specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services, and Wealth Planning. We take the time to understand our clients’ unique needs —often working closely with other client advisors, such as attorneys and accountants —to provide services that help clients work toward their goals.I began my career in the banking and financial services industry at U.S. Bank in 2002. Throughout my career, I\'ve worked with a vast range of clients, from entrepreneurs to top executives, business owners, professional service corporations and non-profits. My community knows me as someone who inspires others to make better decisions through strategic planning. I am a CFP® professional, Chartered Life Underwriter®, Chartered Financial Consultant®, and an active member of the Financial Planning Association of Minnesota and Twin Cities Estate Planning Council.

Experience

1. Senior Vice President, Private Wealth Advisor Managing Director

   U.S. Bank

   Oct 2021 — Present · Minneapolis, MN, US

Education

• Boston University, Center for Professional Education

  Financial Planning

  2006 — 2008

• The American College of Financial Services

  ChFC(R), CLU(R)

  2008 — 2010

• University of Minnesota

  BA, Professional Journalism, Advertising, Communication Studies

  1998 — 2002

Skills

• Retirement Planning
• Investments
• Credit
• Portfolio Management
• Loans
• Banking
• Financial Advisory
• Wealth Management
• Financial Services
• Commercial Banking
• Commercial Lending
• Financial Planning
• Mortgage Lending
• Finance
• Consumer Lending
• Strategic Financial Planning
• Management