Terry Doyle
Director of Fiduciary Sales - Prairie Trust, A Division of Waukesha State Bank
For over 21 years Terry Doyle has been working in different jobs. Recently, this person worked as a Director of Fiduciary Sales - Prairie Trust, A Division of Waukesha State Bank in Waukesha State Bank widening experience. Terry Doyle graduated from Marquette University in 2003 where the professional received all the knowledge and skills. You can find Terry in Milwaukee, Wisconsin, where he is located nowadays. SoftwareOfficial has all the information you need to connect Terry Doyle, such as Terry Doyle's phone number or email. Send the request to get more data.
Name variants:
Terence Doyle,
Theobald Doyle,
Theodore Doyle,
Teresa Doyle
Last updated Jun 21, 2024
Contact Information
Workplace
Director of Fiduciary Sales - Prairie Trust, A Division of Waukesha State Bank
Industry
Banking
Colleagues
Work History
Director of Fiduciary Sales - Prairie Trust, A Division of Waukesha State Bank
151 east Saint Paul Ave, Waukesha, WI 53188
At Prairie, we have one of the few "advisor-friendly" trust platforms in Wisconsin, offering trust settlors and beneficiaries the ability to have Prairie handle trust administration while a...
from Oct 2014
Vice President and Wealth Advisor
111 west Monroe St, Chicago, IL 60603
Served as an advisor to high net worth individuals, families and organizations, including closely-held and family-owned business, endowments and foundations.
Oct 2013 — Oct 2014
At-Large Board Member-State Sro
285 Peachtree Center Ave northeast, Atlanta, GA 30303
2013 — 2014
Vice Presidentwealth Management Consultant
800 Nicollet Mall, Minneapolis, MN 55402
Nov 2011 — Oct 2013
Vice President and Wealth Management Advisor
800 Nicollet Mall, Minneapolis, MN 55402
I helped a select group of high net worth clients meet their financial objectives by providing comprehensive wealth management services in the area of private banking, personal trust, invest...
Jan 2009 — Nov 2011
Vice President and Trust Officer
800 Nicollet Mall, Minneapolis, MN 55402
Responsible for business development and coordination of delivery of service to individuals and organizations needing investment management and/or financial planning. Member of “Charitable S...
Nov 2004 — Jan 2009
Vice President, Institutional Trader, Taxable Fixed Income
1 north Wacker Dr, Chicago, IL 60601
1994 — 2000
Education
2001 — 2003
1981 — 1985
1977 — 1981
Occupations
Executive
Director
Lawyer
Fiduciary
Manager
Vice President
Advisor
Operations Manager
Trust Law Attorney
Lawyer
Chief Executive
Skills
Wealth Management
Estate Planning
Investments
Investment Management
Strategic Financial Planning
Wealth Management Services
Finance
Wealth
Private Banking
Financial Planning
High Net Worth Individuals
Insurance
Banking
Retirement Planning
Portfolio Management
Fixed Income
Financial Analysis
Asset Management
Retirement
Commercial Mortgages
FAQs about Terry Doyle
What is the main profession of Terry Doyle?
The expert is a Director of Fiduciary Sales - Prairie Trust, A Division of Waukesha State Bank.
What jobs is Terry Doyle proficient at at?
The expert is proficient at Executive and Director jobs.
Where is Terry Doyle located?
Terry Doyle is located in Milwaukee, Wisconsin.
What is the professional's email?
Terry's email is te**@usbank.com.
Where did Terry Doyle work?
This expert worked at Waukesha State Bank, Bmo Harris Bank.
What education does Terry Doyle have?
Terry studied at the Marquette University from 2001 to 2003.
Are there any industries Terry Doyle works in?
This professional works in Banking industry.
What are the skills of Terry Doyle?
Terry has such skills as Wealth Management, Estate Planning, Investments, Investment Management, Strategic Financial Planning, Wealth Management Services, Finance, and Wealth.