Justin Southwell

Wealth Management Advisor at U.S. Bancorp Investments, Inc.

Role
Wealth Management Advisor at U.S. Bank
Location
Seattle, WA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Justin Southwell

As your financial advisor, I will partner with you to help define and realize your…

Experience

  1. Wealth Management Advisor

    U.S. Bank

    Jan 2014 — Present · Lynnwood, WA, US

Education

  • College for Financial Planning

    Accredited Wealth Management Advisor℠

    2015 — 2016

Skills

  • Risk Management
  • Portfolio Management
  • Loans
  • Wealth Management
  • Private Banking
  • Mortgage Lending
  • Commercial Banking
  • Retirement Planning
  • Series 7
  • Relationship Management
  • Consumer Lending
  • Treasury Management
  • Credit
  • Commercial Lending
  • Credit Analysis

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Justin Southwell — Wealth Management Advisor at U.S. Bank in Seattle, WA, US | Unifers