Meghan Marciniak
Vice President, Private Banking
- Role
- Vice President, Private Banking Relationship Manager, Nmls 1242238 at Johnson Financial Group
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Meghan Marciniak
Experienced Private Banker with 14 years in the Financial Services Industry. Partnering with teams across Johnson Financial Group to provide clients with a full spectrum, comprehensive strategy to manage their entire financial picture. With a diverse background outside of finance, using a unique skillset to take a lighthearted approach to client\'s needs and provide them with the highest level of care.
Experience
Vice President, Private Banking Relationship Manager, Nmls 1242238
Mar 2023 — Present · Milwaukee, WI, US
Responsible for overall affluent Private Client experience and lead relationship manager for Private Wealth management clients in the areas of Metro Milwaukee, Northshore and beyond. Through management of complex financials, collaboration with relevant partners and overall deepened communication, I provide my clients with partners in investment management, financial planning, advisory services, mortgage, business and commercial banking.
Education
Milwaukee Institute of Art & Design
Sculpture
2001 — 2003
University of Wisconsin-Milwaukee
24 Credits in Foundations Business courses, Business Administration and Management, General
2005 — 2006
University of Wisconsin-Milwaukee
Bachelor of Fine Arts (BFA), Fabric Design
2003 — 2005
Skills
- Retirement Planning
- Sales
- Entrepreneurship
- Customer Service
- Investments
- Retail Banking
- Commercial Banking
- Banking
- Relationship Management
- Management
- Financial Planning
- Mortgage Lending
- Securities
- Sole Proprietors
- Series 63
- Marketing
- Life Insurance
- Finance
- Financial Analysis
- Portfolio Management
- Loans
- Credit Analysis
- Credit
- Series 6
- Fact Finding
- Finra Compliance
- Consumer Lending
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