Thais Winkleblack

About Thais Winkleblack

I am passionate about helping clients to design plans that fit their personality, values and goals. I leverage resources for my clients by connecting them with other experts in a variety of areas related to financial planning. I head our Trust Services team and love the challenge of helping my professional colleagues achieve their career goals while taking amazing care of clients.Specialties: Connecting people with people, big picture financial planning, communication, following up on the plan once it is in place. Working with families with caring and compassion to look for solutions to sometimes very complex issues. Leading teams and helping create strategies for scalability and growth.Personal interests: I love being in the outdoors, walking my dogs, photographing birds and wildlife, and enjoying time with family and friends. I enjoy international travel for fun as well as for volunteer work, and I have gone on several trips with the Iowa Miles of Smiles Team to Huehuetenango, Guatemala. I am a proud Rotarian and avid volunteer. Two of my beloved volunteer organizations are 5224GOOD (a learning and giving circle in Johnson County) and the Iowa City Foreign Relations Council.

Experience

1. Director of Private Wealth

   Midwestone Bank

   Oct 2024 — Present

   I lead an amazing team of professionals to make a difference in the lives of our clients. We help provide the context through our wealth planning services so clients can confidently make key decisions for their lifetime, their family, and their legacy, including the organizations they care most about. We manage assets in alignment with our clients\' values and the context of their wealth plan, and we ensure continuity regardless of whatever life events occur. It is also our great honor to administer our clients\' final wishes and relieve the administrative burden on family by serving as Executor.

Education

• Graduate School of Banking at Colorado

  Certificate of Completion 2015

• Grinnell College

  Bachelor of Arts - BA

  1987 — 1991

Skills

• Banking
• Risk Management
• Portfolio Management
• Loans
• Strategic Planning
• Small Business Lending
• Investment Properties
• Credit Analysis
• Accounting
• Sales Management
• Process Improvement
• Financial Planning
• Mortgage Lending
• Underwriting
• Social Media
• Financial Analysis
• Investments
• Consumer Lending
• Real Estate
• Budgets
• Finance
• Credit Risk
• Business Development
• Leadership
• Loan Origination
• Public Speaking
• Financial Reporting
• Nonprofits
• Small Business
• Credit
• Financial Modeling
• Negotiation
• Sales
• Team Building
• Management
• Commercial Banking
• Refinance
• Retail Banking
• Event Planning
• Strategic Financial Planning