Jon Steiner

Role: Senior Vice President and Chief Wealth Advisory Officer at Lake City Bank
Location: Holland, MI, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Jon Steiner

Learning to live fully in the present, helping people along the way, and cultivating a…

Experience

Senior Vice President and Chief Wealth Advisory Officer
Lake City Bank
Feb 2010 — Present
Privileged to serve with an outstanding team of wealth management professionals in our Wealth Advisory Group, Lake City Investments and Retirement Plan Services.

Education

Taylor University
BA, Business Administration
1984
Western Michigan University
MBA
1989

Skills

Middle Market
Strategic Planning
Portfolio Management
Banking
Credit
Small Business Lending
Financial Analysis
Credit Analysis
Treasury Management
Commercial Lending
Management
Finance
Lines of Credit
Consumer Lending
Commercial Banking
Loans
Cash Management
Executive Management

Contact information

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Work email
•••••@lakecitybank.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Lake City Bank

Banking · 586 employees · Founded 1872 · Warsaw, Indiana, United States

Lake City Bank has a proud history of service in Indiana. Founded in 1872 in Warsaw, Indiana, it has continuously operated under the same name since its organization, making it the third oldest Indiana state-chartered bank. Today Lake City Bank has grown to $7.2 billion in assets and serves Central and Northern Indiana with 55 branches located in the following Indiana counties: Kosciusko, Elkhart, Allen, St. Joseph, Hamilton, Johnson, DeKalb, Fulton, Huntington, LaGrange, Marion, Marshall, Noble, Pulaski and Whitley. Lake City Bank has built a solid reputation for providing clients with technology-driven products and services while remaining a local, community-focused bank. Member FDIC І Equal Housing Lender Lake City Bank is proud to be an equal opportunity employer committed to a diverse, inclusive workplace. Employment at Lake City Bank is based solely on business needs, a person’s merit, and qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, age, protected veteran status, or any other characteristic protected by law. Lake City Bank will not tolerate discrimination or harassment based on any of these characteristics.

lakecitybank.com

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About Jon Steiner

Experience

Senior Vice President and Chief Wealth Advisory Officer

Education

Taylor University

Western Michigan University

Skills

Find verified contacts for anyone on LinkedIn