John Simonds
Senior Vice President & Trust Officer | Wintrust Private Trust Company, N.A.
- Role
- Senior Vice President & Trust Officer, Team Lead Wintrust Private Trust Company, N a at Wintrust Financial Corporation
- Location
- Grand Rapids, MI, US
- LinkedIn followers
- 500 followers
Experience
Senior Vice President & Trust Officer, Team Lead Wintrust Private Trust Company, N a
Wintrust Financial Corporation
Aug 2024 — Present
I work with business owners, families and corporate executives to find solutions for their financial needs. I enjoy complex issues and work for an organization that values my experience and the flexibility to use it for the mutual benefit of clients and the firm.
Education
Western Michigan University
B.B.A., Finance, General Business
1980 — 1984
Cannon Financial Institute
Advanced Administration of Trust and Estates
Skills
- Asset Managment
- Retirement Planning
- Asset Allocation
- Banking
- Mutual Funds
- Private Banking
- Trusts
- Credit
- Investment Advisory
- Investments
- Financial Planning
- Portfolio Management
- Loans
- Commercial Banking
- Strategic Financial Planning
- Finance
- Investment Strategies
- Wealth Management
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