John Landis is a highly qualified expert, working in Credit Union Trust on the position of Vice President and Senior Trust Specialist since 2019. This person gained professional experience in more than nine positions at various companies. John Landis went to the Western Michigan University and received education there from 2004 to 2007. Bham, Michigan is the area, where this professional was known to live. The professional's e-mail and phone can be accessed through SoftwareOfficial on demand.
Name variants:
Johnn Landis,
Jon Landis,
Jack Landis,
Jackie Landis,
Jacky Landis,
Johnny Landis
Last updated May 27, 2024
Contact Information
Last Update
Jul 5, 2022
Email
jl**@theprivatebank.com, jl**@privatebank.com, jl**@firstmichiganbank.com
Location
Bham, MI
Company
Credit Union Trust
Workplace
Vice President and Senior Trust Specialist
Work History
Client Relationship Manager
As Client Relationship Manager, my role includes supporting the concierge of services and solutions for financial needs of high-net worth clients. I work to advance the needs of clients thro...
from Jan 2017
Director of Business Development
125 south 5Th Ave, Ann Arbor, MI 48104
from Jan 2017
Wealth Advisor and Senior Vice President
33583 Woodward Ave, Birmingham, MI 48009
Our program provides a concierge of services and solutions for financial needs of high-net worth clients. In addition, my role as Senior Vice-President at the Bank of Birmingham includes wor...
Mar 2015 — Jan 2017
Managing Director Financial Services
from Jan 1, 2011
Managing Director
120 south La Salle St, Chicago, IL 60602
In 1997 I came to The Bank of Bloomfield Hills to start a Financial Services Division which grew into The PrivateBank Wealth Management. Ironically, I have again been asked to develop a Fina...
Apr 1997 — Dec 2010
Education
2004 — 2007
1967 — 1971
Occupations
Executive
Chief Executive Officer
Accountant
Finance and Accounting Specialist
Vice President
Sales Specialist
Relationship Manager
Concierge
Advisor
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Account Service Manager
Customer Service
Skills
Wealth Management
Strategic Financial Planning
Retirement Planning
Securities
Mutual Funds
Investments
Estate Planning
Alternative Investments
Retirement
Long Term Care
401K
401K Rollovers
Investment Management
Investment Strategies
Mortgage Lending
Banking
Portfolio Management
Finra
Financial Analysis
Asset Managment
Cash Management
Budgets
Wealth Management Services
Asset Management
Investment Advisory
Asset Allocation
Series 7