Andy Paulus Email & Phone Number
Head of Client Service @ Midwest Institutional Trust Services
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Andy Paulus Location
- Pewaukee, WI, US
Andy Paulus Work
- 2024 -now Head of Client Service @
- 1993 -2024 Vice President @ BMO Global Asset Management
Andy Paulus Education
- UW-Eau Claire
Finance
Andy Paulus Skills
- Banking
- Microsoft Office
- Mutual Funds
- Securities
- Wealth Management
- Financial Services
- Relationship Management
- Fixed Income
- Portfolio Management
- Commercial Banking
- Investments
- Retirement Planning
- Equities
- Cash Management
- Asset Allocation
- Loans
- Bloomberg
- Risk Management
- Asset Management
- Commercial Lending
- Financial Risk
- Retirement
- Global Asset Management
Andy Paulus Summary
- Andy Paulus, based in Pewaukee, WI, US, is currently a Head of Client Service at Midwest Institutional Trust Services. Andy Paulus brings experience from previous roles at BMO Global Asset Management. Andy Paulus holds a Finance @ UW-Eau Claire. With a robust skill set that includes Banking, Microsoft Office, Mutual Funds, Securities, Wealth Management and more. Andy Paulus has 3 emails and 5 mobile phone numbers on RocketReach.
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Top Midwest Institutional Trust Services Employees
Richard Young
President
Leawood, KS, US
Kim Palleon
Relationship Manager, Vice President
Milwaukee, WI, US
Susan Harvey
Investment Coordination
Milwaukee, WI, US
Scott Siebert
Vice President and Senior Relationship Manager
Milwaukee, WI, US
Rachel Hartman
Senior Vice President and Head of Strategic Initiatives
Milwaukee, WI, US
Joseph Olson
Vice President, Senior Portfolio Manager
Milwaukee, WI, US
Jennifer Schneider
Senior Relationship Manager
Waunakee, WI, US
Barb Jakus
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Saint Francis, WI, US
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Head of Client Service
Pewaukee, WI, US
Peter Madsen
Head of Business Support and Governance and Oversight
Milwaukee, WI, US
Tom Lucas
Senior Compliance Analyst
Milwaukee, WI, US
Marty Erfort
Officer, Relationship Coordinator
Chicago, IL, US
Amanda Urban
Vice President, Relationship Manager
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Tricia Zimmel
Senior Relationship Manager
Milwaukee, WI, US
Shelley Lopez-Cruz
Internal Sales Director
Las Vegas, NV, US
Luke Michalski
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Milwaukee, WI, US
Sammuel Perez
Vice President, Head of Relationship Coordination
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