John Landis
VP, Director of Business Development
- Role
- VP, Director of Business Development at Credit Union Trust
- Location
- Detroit, MI, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About John Landis
Building relationships and supporting high net worth clients has been the focus of my…
Experience
VP, Director of Business Development
Jan 2019 — Present · Detroit, MI, US
Seven innovative credit unions have joined together to establish the first ever trust bank in the state of Michigan, called Credit Union Trust. As Vice President, John will be responsible for developing trust and investment programs.
Skills
- Wealth Management
- Strategic Financial Planning
- Retirement Planning
- Securities
- Mutual Funds
- Investments
- Estate Planning
- Alternative Investments
- Retirement
- Long-Term Care
- 401k
- 401k Rollovers
- Investment Management
- Investment Strategies
- Mortgage Lending
- Banking
- Portfolio Management
- Finra
- Financial Analysis
- Asset Managment
- Cash Management
- Budgets
- Wealth Management Services
- Asset Management
- Investment Advisory
- Asset Allocation
- Series 7
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