Kelly J. Johnson
Plus aucun poste en cours
Profil
Kelly J.
Johnson worked as a Senior Managing Director at RBC Wealth Management, an Executive Vice President-Private Client Services at Heartland Financial USA, Inc., and an Executive Vice President-Asset Management Division at Umpqua Holdings Corp.
before becoming an Executive Vice President-Wealth Management at Umpqua Bank.
Johnson received an undergraduate degree and an MBA from the University of Minnesota and also completed an undergraduate degree at the Securities Industry Institute.
Anciens postes connus de Kelly J. Johnson
| Sociétés | Poste | Fin |
|---|---|---|
| HEARTLAND FINANCIAL USA, INC. | Corporate Officer/Principal | - |
Umpqua Bank
 Umpqua Bank Regional BanksFinance Umpqua Bank provides personal and business banking solutions. The firm's service include savings, money markets, online banking and billpay, mobile banking, debit card, and overdraft services. It also offers home loans, express deposits, fraud prevention, merchant and overdraft services. The company was founded in 1953 and is headquartered in Spokane, WA. | Corporate Officer/Principal | - |
RBC Wealth Management
 RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Corporate Officer/Principal | - |
Umpqua Holdings Corp.
 Umpqua Holdings Corp. Regional BanksFinance Umpqua Holdings Corp. operates as a bank holding company, which provides banking and financial services. The firm operates through the following segments: Wholesale Bank, Wealth Management, Retail Bank and Home Lending. The Wholesale Bank segment includes lending, treasury and cash management services and customer risk management products to middle market corporate, commercial and business banking customers and the operations of FinPac. The Wealth Management segment consists of the operations of Umpqua Investments, which offers retail brokerage and investment advisory services and products to its clients who consist primarily of individual investors, and Umpqua private bank, which serves high net worth individuals with liquid investable assets and provides customized financial solutions and offerings. The Retail Bank segment includes retail lending and deposit services for customers served through the Bank's store network. The Home Lending segment operates as a division of the Bank, originates, sells and services residential mortgage loans. It also offers loans, checking, overdraft services, debit cards, online banking and credit cards. The company was founded in March 1999 and is headquartered in Portland, OR. | Corporate Officer/Principal | - |
Formation de Kelly J. Johnson
| University of Minnesota | Masters Business Admin |
| Securities Industry Institute | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| HEARTLAND FINANCIAL USA, INC. | Finance |
| Entreprise privées | 3 |
|---|---|
Umpqua Holdings Corp.
Umpqua Holdings Corp. Regional BanksFinance Umpqua Holdings Corp. operates as a bank holding company, which provides banking and financial services. The firm operates through the following segments: Wholesale Bank, Wealth Management, Retail Bank and Home Lending. The Wholesale Bank segment includes lending, treasury and cash management services and customer risk management products to middle market corporate, commercial and business banking customers and the operations of FinPac. The Wealth Management segment consists of the operations of Umpqua Investments, which offers retail brokerage and investment advisory services and products to its clients who consist primarily of individual investors, and Umpqua private bank, which serves high net worth individuals with liquid investable assets and provides customized financial solutions and offerings. The Retail Bank segment includes retail lending and deposit services for customers served through the Bank's store network. The Home Lending segment operates as a division of the Bank, originates, sells and services residential mortgage loans. It also offers loans, checking, overdraft services, debit cards, online banking and credit cards. The company was founded in March 1999 and is headquartered in Portland, OR. | Finance |
Umpqua Bank
Umpqua Bank Regional BanksFinance Umpqua Bank provides personal and business banking solutions. The firm's service include savings, money markets, online banking and billpay, mobile banking, debit card, and overdraft services. It also offers home loans, express deposits, fraud prevention, merchant and overdraft services. The company was founded in 1953 and is headquartered in Spokane, WA. | Finance |
RBC Wealth Management
RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Finance |
