Cynthia Boelter has been a Certified Wealth Strategistâ - Senior Vice President - Private Banking - Nmls Id: 970506 in Johnson Bank since 2014. Additionally, Cynthia has professional experience at more than six companies in the related field. Cynthia has a total work experience of 39+ years. Cynthia Boelter studied at the Carthage College. This person has the following certificates: Certified Wealth Strategist®. Currently the person lives in Milwaukee, Wisconsin region. You can find this professional's current phone number and email through our search.
Name variants:
Cindy Boelter,
Cyndi Boelter
Last updated Apr 27, 2024
Contact Information
Last Update
Jun 27, 2022
Email
cb**@johnsonbank.com, cb**@johnsonbank.com
Location
Milwaukee, WI
Company
Workplace
Certified Wealth Strategistâ - Senior Vice President - Private Banking - Nmls Id: 970506
Racine, WI
Industry
Financial Services
Colleagues
Work History
Certified Wealth Strategistâ - Senior Vice President - Private Banking - Nmls Id: 970506
555 Main St, Racine, WI 53403
As a Private Banker I am part of our larger Wealth Management team. My role as an advisor is to be the single point of contact in addressing all of my client's financial needs. As a team our...
Oct 2014 — Mar 2020
Senior Vice President Regional Private Banking Manager
555 Main St, Racine, WI 53403
Proactively developed new wealth management business while managing a portfolio of private banking clients with complex financial needs. Provided sales management support to a regional team ...
Jul 2012 — Sep 2014
Vice President and Senior Vice President Wealth Manager
555 Main St, Racine, WI 53403
Provided sales support to wealth management team of advisors (Trust, Investment, Insurance and Private Banking) focused on the delivery of comprehensive financial planning solutions that res...
Jan 2009 — Jun 2012
Vice President Retail Regional Manager
555 Main St, Racine, WI 53403
Directed the sales leadership and training for branch associates. Developed and implemented strategic plans that positioned branch operations for future growth.
Jan 2005 — Dec 2008
Vice President Private Banking Manager
555 Main St, Racine, WI 53403
Focused on growth in the Private Banking portfolio with increasing responsibilities in management. Coordinated the development of a cohesive Private Client Services team that included privat...
Jan 2001 — Dec 2004
Various Positions
555 Main St, Racine, WI 53403
Held various positions with the organization including private banker, business development officer, branch manager, consumer lending manager, personal banker and teller.
Nov 1978 — Dec 2000
Education
Occupations
Executive
Senior Vice President
Financial Broker
Banker
Advisor
Lawyer
Fiduciary
Health Specialist
Certified Nurse Aide
Accountant
Finance and Accounting Specialist
Private Banking Manager
Vice President
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Trust Law Attorney
Lawyer
Nurse
Nurse Practitioner
Accounting Bookkeeper
Bookkeeper
Banking Manager
Financial Manager
Skills
Wealth Management
Strategic Planning
Customer Service
Finance
Insurance
Leadership
Business Development
Sales Management
Team Building
Private Banking
Coaching
Relationship Management
Banking
Strategic Financial Planning
Portfolio Management
Project Management
Change Management
Building Effective Teams
Comprehensive Planning
Wealth Management Services
Networking