Jeffrey Schroeder
Senior Vice President, Private Wealth Advisor at U.S. Bank Private Wealth Management
- Role
- Senior Vice President - Private Wealth Advisor Private Wealth Management at U.S. Bank
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Jeffrey Schroeder
For the past 19 years, I’ve built a successful career in the financial services industry, specializing in business development, relationship management, and high-touch client service. As a results-driven leader, I have a proven track record of exceeding sales goals, driving in new businesses and cultivating loyal client relationships at one of the world’s largest financial institutions. Currently, I manage and grow relationships with high-net-worth individuals, executing strategic business development initiatives and delivering tailored financial solutions that align with both client needs and organizational objectives.
Experience
Senior Vice President - Private Wealth Advisor Private Wealth Management
Sep 2022 — Present · Charlotte, NC, US
Education
East Carolina University
Bachelor of Science (BS), Economics
2006
Skills
- Risk Management
- Financial Modeling
- Business Development
- Wealth Preservation Planning
- Leadership
- Investments
- Portfolio Analysis
- Financial Services
- Retirement Planning
- Relationship Management
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