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Brian Bergquist
Nessuna posizione attualmente
Profilo
Mr. Brian Bergquist is Trust & Wealth Management Investment Officer at Hills Bank & Trust Co. He specializes in investment management of personal trust, IRA and Roth IRA, non-profit foundations and endowment portfolios, financial and retirement planning, IRA and Roth IRA rollovers and transfers, and TIAA-CREF retirement planning.
Mr. Bergquist was previously employed as Assistant Customer Service Manager by Bank of the West (San Francisco, CA Investment Management).
He received his undergraduate degree from Henry B.
Tippie College of Business.
Precedenti posizioni note di Brian Bergquist
Società | Posizione | Fine |
---|---|---|
Hills Bank & Trust Co. (Investment Management)
![]() Hills Bank & Trust Co. (Investment Management) Investment ManagersFinance Hills Bank & Trust Co. (Investment Management) (HBT-IM) is the wealth management division of Hills Bank & Trust Co., a full-service commercial bank headquartered in Hills, Iowa. The bank was founded in 1904 and is a wholly owned subsidiary of Hills Bancorp (OTCMKTS: HBIA). HBT-IM provides wealth management services to private clients. | Gestore di Portafoglio-Azioni | 01/02/2017 |
Bank of the West (San Francisco, CA Investment Management)
![]() Bank of the West (San Francisco, CA Investment Management) Investment ManagersFinance Bank of the West is an investment management firm headquartered in San Francisco, California. Founded in 1874, the firm is a wholly-owned subsidiary of BancWest Holding, Inc., ultimately held by BNP Paribas SA (EPA: BNP, NASDAQ: BNPQY) in France. Bank of the West provides investment management services for corporate and institutional clients. | Corporate Officer/Principal | - |
Formazione di Brian Bergquist
Henry B. Tippie College of Business | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
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Hills Bank & Trust Co. (Investment Management)
![]() Hills Bank & Trust Co. (Investment Management) Investment ManagersFinance Hills Bank & Trust Co. (Investment Management) (HBT-IM) is the wealth management division of Hills Bank & Trust Co., a full-service commercial bank headquartered in Hills, Iowa. The bank was founded in 1904 and is a wholly owned subsidiary of Hills Bancorp (OTCMKTS: HBIA). HBT-IM provides wealth management services to private clients. | Finance |
Bank of the West (San Francisco, CA Investment Management)
![]() Bank of the West (San Francisco, CA Investment Management) Investment ManagersFinance Bank of the West is an investment management firm headquartered in San Francisco, California. Founded in 1874, the firm is a wholly-owned subsidiary of BancWest Holding, Inc., ultimately held by BNP Paribas SA (EPA: BNP, NASDAQ: BNPQY) in France. Bank of the West provides investment management services for corporate and institutional clients. | Finance |
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