Louisa Guthrie is a skilled professional, that works in Vanguard main office of which is in 3584. as a Ultra High Net Worth Client Executive from 2018. Louisa gained professional experience in more than ten positions at various companies. Louisa has such professional qualifications as Series 65, Certified Wealth Strategist, and Series 7, 63, 9 and 10 - Inactive. Chicago, Illinois is the city, where this person was lastly known to be settled. Their phone and email are easily accessed through this website by request.
Name variants:
Louise Guthrie
Last updated Jun 03, 2024
Contact Information
Last Update
Jul 11, 2022
Email
lo**@wellsfargo.com, lg**@stmmltd.com, lo**@gmail.com
Location
Chicago, IL
Company
Workplace
Colleagues
Work History
Ultra High Net Worth Client Executive
100 Vanguard Blvd, Valley Forge, PA
Lead a team of financial specialists focused on providing top tier client service and advice to high net worth individuals and families.
from Aug 2018
Senior Managing Consultant
Worked in an advisory capacity to strategically position two start-up enterprises - a private equity fund focused on the health care arena and a financial marketing company targeting small b...
Feb 2018 — Aug 2018
Managing Director, Investment Sales and Strategy
700 north Saint Mary south SUITE 100, San Antonio, TX
We believe that you should choose a money manager with the same care you choose your best friend. At South Texas Money Management (STMM) we help individuals, individually. We measure our suc...
Apr 2015 — Feb 2018
Senior Contract Consultant - Strategic Engagements
CEO's counsel on long term planning initiatives. Focused on revenue opportunities, strategic alliances and joint venture partnerships that capitalize on industry trends in the North American...
Jul 2013 — Mar 2015
Senior Vice President and Private Bank District Executive
127 Public Sq, Cleveland, OH 44114
Newly-created position as the Private Banking Executive responsible for all aspects of Key’s Wealth Management offering in Northeast Ohio - the Bank's flagship market and the largest of its ...
Dec 1, 2008 — Jun 1, 2013
Senior Managing Director
Consultant specializing in re-positioning business and individual clients for highest financial gain. Areas of specialty include financial profiling/ needs-based consulting, target market st...
May 2006 — Nov 2008
Senior Vice President and Regional Manager
420 Montgomery St, San Francisco, CA 94129
First on-site Regional Manager for this start-up wealth management business. Responsibilities included client acquisition, building brand recognition, sales training and execution. Managed a...
Mar 2004 — May 2006
Senior Vice President and Market Executive
Key member of the Private Bank's Executive team
the strategic and policy-making body for Harris's national Private Bank. Expert on "program sale" approaches to affinity groups and Life and...
Sep 1995 — Feb 2004
Vice President and Various Positions of Leadership
388 Greenwich St, New York, NY 10013
Regional Credit Officer in charge of lending and marketing operations for three satellite locations in Manhattan and a start-up client center in Long Island. Relocated from New York to Chica...
Sep 1990 — Aug 1995
Education
Occupations
Executive
Senior Vice President
Manager
Accountant
Finance and Accounting Specialist
Vice President
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Investments
Strategy
Wealth Management
Finance
Banking
Financial Services
Business Development
Relationship Management
Management
Portfolio Management
Leadership
Private Banking
Credit
Asset Management
Strategic Financial Planning
Loans
Financial Planning
Credit Analysis
Commercial Lending
Commercial Banking
Sales
New Business Development
Risk Management
Investment Advisory
Mortgage Lending
Start Ups
Retail Banking
Small Business Lending
Insurance
Consumer Lending
Analysis
Wealth