Russell Linnebur
Senior Wealth Manager / Wealth Management
- Role
- Senior Wealth Manager at Wealth Management Services
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Russell Linnebur
Utilizing a consultative client approach to understanding client’s unique financial…
Experience
Senior Wealth Manager
May 2017 — Present · Phoenix, AZ, US
Utilizing a consultative client approach to understanding client’s unique financial objectives through one-on-one advice as well as leveraging a collaborative environment to deliver appropriate products and services. These products and services include Managed Accounts, Private Asset Management, Personal Trust Services, Retirement Plans, Mutual Funds, Life Insurance, IRAs, After-Tax Annuities, Brokerage Service and Education Savings plans. Using strong \"Wealth Management Advisor\" experience serving affluent client needs through outstanding relationship management skills, solid financial service product knowledge and proven sales skills.Russ has traveled extensively and has lived outside the USA in the U.K, Taiwan, Saudi Arabia and Vietnam. He is an avid reader and participates in many outdoor activities. He enjoys scuba diving around the globe and recently took up skydiving. He has served on town committees and alumni boards. And was recently appointed to Boards involving Homeless and Environmental issues.Special Project / Boston University Medical CenterTaught English to victims of torture seeking asylum from countries of Bosnia, Serbia and Somalia.
Education
University of Houston
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
1991 — 1993
The University of Texas at Austin
Bachelor of Business Administration - BBA, Finance and Financial Management Services
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