Years of experience: 14
MarketingActor📝 Influencer or BloggerSales & BizDevHREntertainment
Trust Score
Exceptionally trusted; proven professional excellence.
Courtney's Career Path
Nov. 2022 -Present
U.S. BankVice President, Private Wealth Advisor at U.S. Bank Private Wealth Management
Utah, United StatesAs a Private Wealth Advisor, I am responsible for providing comprehensive wealth management strategies tailored to my clients’ specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services, and Wealth Planning. I take the time to understand clients’ unique needs and direct teams of specialists — often working closely with other client advisors, s...
May. 2018 -Present
Zions BankVP, Private Bank
Salt Lake City I have over 10 years of experience in the financial industry and specialize in helping clients achieve their financial goals. I work with the complex needs of high net worth clients with a focus on maintaining a strong relationship between the client and the bank. I will help a client analyze their current financial situation by reviewing their total assets, liabilities and cash flow. Through...
Sep. 2010 -Mar. 2018
Wells FargoRegional Banking District Manager
Manages retail sales and service function. The primary goal is to serve the customers' total financial service needs resulting in greater market share, wallet share and profitability. This is accomplished by creating a vital sales and service organization, promoting teamwork with partners and other corporate departments. Creates, trains and coaches a successful sales team through the developm...