Wendy S. Stenberg

Advisor @Gilbert & Cook, Inc

West Des Moines, IA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2022 — Present

Advisor @Gilbert & Cook, Inc

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Gilbert & Cook is dedicated to empowering a unique group of people to live a life of abundance. Navigating through life\'s many transitions and complex Choices, we provide Clarity and instill the Confidence necessary to make important wealth decisions. Gilbert & Cook offers independent, strategic financial planning services in the areas of lifestyle planning, retirement & income strategies, investment management, and estate planning. Learn more about Gilbert & Cook online at Read important disclosure information and access our current disclosure statements online at:

EDUCATION

N/A

University of Maryland - Robert H. Smith School of Business

Master of Business Administration - MBA

N/A

The University of Iowa Tippie College of Business

Bachelor of Business Administration - BBA

SKILLS

BankingPortfolio ManagementLoansCreditConsumer LendingFinanceLeadershipAsset ManagementInvestmentsCredit AnalysisCustomer ServiceCommercial LendingStrategic Financial PlanningCommercial BankingManagementTeam BuildingStrategic PlanningSmall Business LendingWealth ManagementLoan OriginationFinancial PlanningMortgage LendingSeries 7Financial Analysis

ABOUT WENDY S. STENBERG

Advisor, Gilbert & Cook, Inc. Private Wealth Management Firm

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