Katherine Estrada
Multidisciplinary Team Leader | Private Wealth Management Advisor with U.S. Bank Private Wealth Management
- Role
- VP Private Wealth Management Advisor at U.S. Bank
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
Experience
VP Private Wealth Management Advisor
May 2021 — Present
As a Private Wealth Management Advisor, I am responsible for providing comprehensive wealth management strategies tailored to my clients\' specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services and Wealth Planning. I take the time to understand my clients\' needs and I direct teams of specialists - often working closely with other client advisors, such as attorneys and accountants - to provide services that help my clients work towards their goals. My professional back includes building client relationship teams, delivering goals-based planning to affluent clients, and guiding clients through all of life\'s transitions.
Education
Western Oregon University
B.S.
Portland State University
Post-Baccalaureate Accounting Certificate
Skills
- Microsoft Excel
- Nonprofits
- Accounting
- Estate Planning
- Tax Research
- Tax Returns
- Income Tax
- Trusts
- Quickbooks
- Bookkeeping
- Tax
- Financial Reporting
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