Patrick V. Masso

💰Financial Planner: $200k+ Income and/or $1mil+ portfolio

Role: Senior Vice President, Financial Planning & Portfolio Management Director at Heartland Bank and Trust Company
Location: Peoria, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Patrick V. Masso

If you\'re approaching retirement in the next 3-5yrs or already there and know you need a…

Experience

Senior Vice President, Financial Planning & Portfolio Management Director
Heartland Bank and Trust Company
Jul 2022 — Present · Peoria & Bloomington-Normal, IL, US

Education

Bradley University
Bachelor of Science (B.S.), Finance
2008 — 2011

Contact information

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•••••@hbtbank.com
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Current company

Heartland Bank and Trust Company

Banking · 909 employees · Bloomington, Illinois, United States

The Drake family arrived in Central Illinois in 1852, and set down roots that still run deep. Their descendents started banking in 1920, and survived economic ups and downs for generations. The third generation of Drake bankers is actively involved in leading Heartland Bank today, continuing the family tradition of service and relationship-building they established early in the twentieth century. You can learn a lot about a place when you know what’s important to the people working there. We say, “Relationships give meaning to our work.” It’s a statement of fact, as well as a reminder of how we’re connected to the communities we serve. We know that banking is personal, so we take the time to get to know our customers. We start the conversation by understanding what’s needed. We’re proud of Heartland’s strength and capabilities, the services we offer and the team of people who stand ready to serve their communities. Put our strength to work for you, and you’ll understand why we feel that way. Heartland Bank and Trust Company is an Equal Opportunity Employer, including disability/vets. Member FDIC. Equal Housing Lender.

hbtbank.com

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About Patrick V. Masso

Experience

Senior Vice President, Financial Planning & Portfolio Management Director

Education

Bradley University

Find verified contacts for anyone on LinkedIn