Jane E. Dias

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Profil

Ms. Dias provides Private Client Services to client families in Wisconsin and throughout the U.S.
She coordinates the efforts of the Financial Planning and Investment Management teams to benefit this and future generations.
She uses her years of experience to help clients identify their goals and objectives and develops the recommendations to achieve them.
She oversees the implementation of her recommendations and consults regularly with clients.
She is a member of the Investment and Financial Planning Committees.
Prior to joining Wealth Management, she held the position of Vice President/Manager of Private Banking for Associated Bank in Green Bay, where she created the Private Banking Division to function as a "wealth management center" for the bank's high net worth clients.
She has seventeen years of experience in the investment, trust and investment management industry.
She began her career with Marquette Bank in Minneapolis, relocating to Bank One-Appleton, then on to M&I Trust before her move to Associated Bank in Green Bay.
Ms. Dias received her Bachelor of Arts in Economics from the University of Minnesota.
She is a Certified Trust Financial Advisor (CTFA) and is currently in the process of earning her Certified Financial Planner (CFP) designation.

Anciens postes connus de Jane E. Dias

Sociétés	Poste	Fin
Wealth Management LLC	Membre du Comité d'Investissement	01/08/2006
Associated Investment Management LLC	Corporate Officer/Principal	31/01/2001

Formation de Jane E. Dias

University of Minnesota

Undergraduate Degree