Tony Essay
Director, Private Client Services at First National Bank of Omaha
- Role
- Director, Private Client Services at FNBO
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
Experience
Director, Private Client Services
Present
Education
Chadron State College
Bachelor of Arts, Legal Studies
2001 — 2005
University of Nebraska College of Law
Doctor of Law (J.D.), Program of Concentrated Study: Business Planning/Estate Planning and Taxation
2006 — 2009
Skills
- Retirement Planning
- 401k
- Financial Services
- Investment Management
- Charitable Gift Planning
- Trusts
- Wealth
- Life Insurance
- Financial Planning
- Asset Management
- Strategic Financial Planning
- Annuity Sales
- Insurance
- Wealth Management Services
- Long-Term Care
- Disability Insurance
- Succession Planning
- 401k Rollovers
- Estate Planning
- Wealth Management
- Iras
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