Kathleen Strombeck
Senior Vice President-Wealth Advisory Services
- Role
- Senior Vice President-private Banking at Bell Bank
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Kathleen Strombeck
My expertise is in providing creative banking solutions to individuals, families and…
Experience
Senior Vice President-private Banking
Jun 2014 — Present
Skills
- Securities
- Estate Planning
- Strategic Financial Planning
- Investment Advisory
- Financial Modeling
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Sales
- High Net Worth Individuals
- Project Management
- Vendor Management
- Series 7
- Equities
- Investment Strategies
- Alternative Investments
- Investments
- Fixed Income
- Retirement Planning
- Business Strategy
- Financial Analysis
- Investment Management
- Financial Services
- Business Development
- Wealth Management
- Commercial Lending
- Portfolio Management
- Loans
- Financial Planning
- Asset Management
- Wealth Management Services
- Hedge Funds
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