Kim Smallwood
Vice President - Relationship Manager at U.S. Bank
- Role
- Vice President, Institutional Trust & Custody Relationship Manager at U.S. Bank
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Kim Smallwood
A senior client-focused Business Development and Relationship Management professional…
Experience
Vice President, Institutional Trust & Custody Relationship Manager
Jun 2017 — Present · Seattle, WA, US
Education
College of Financial Planning
CFP, Financial Planning
1989 — 1991
Western Washington University
BA, Business/Finance
1981 — 1985
Skills
- Alternative Investments
- Client Relations
- Account Management
- Hedge Funds
- Transition Management
- Client Services
- Trading
- Investment Management
- Retirement
- Asset Allocation
- Mutual Funds
- Relationship Management
- Asset Management
- Retirement Planning
- Capital Markets
- Series 7
- Series 63
- Fixed Income
- Microsoft Office
- Equities
- Financial Services
- Investments
- Sales Presentations
- Institutional Investments
- Securities
- Business Relationship Management
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