Brett Herwig Email & Phone Number
Vice President - Relationship Manager @ Union Bank and Trust Company
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Brett Herwig Location
- Milwaukee, WI, US
Brett Herwig Work
- Vice President - Relationship Manager @ (September 2022 - Present)
- Vice President - Institutional Trust @ (October 2015 - August 2022)
- AVP - Institutional Sales @ (December 2013 - November 2015)
- Sr. Manager - Second Vice President @ (June 2008 - December 2013)
- Sr. Analyst - Officer @ (May 2006 - July 2008)
- Porftolio Analyst @ (October 2005 - June 2006)
Brett Herwig Education
- University of Wisconsin
Bachelor of Arts (B.A.) (Double Major Finance & Marketing)
2000-2005 - University of Wisconsin
Finance & Marketing (Finance & Marketing)
2000-2005
Brett Herwig Skills
- Annuities
- Banking
- Financial Services
- Relationship Management
- Portfolio Management
- Credit
- Equities
- Account Management
- Investments
- Fixed Income
- Mutual Funds
- Wealth Management
- Loans
- Asset Management
- Trust Services
- Key Account Relationship Management
- Client Development
- Manage Client Relationships
- Client Relations Skills
- Global Custody
- Trustee
- Trust Management
- Sales
- Sales Presentations
- Institutional Investments
- Institutional Relations
- Consulting
- Client Service Oriented
- Client Presentation
- Accounting
- Key Account Management
- Building Relationships
- Pension Administration
- Pension Funds
- Taft-Hartley
- Not for Profit
- Corporate Trust
- 401k
- Process Excellence
- Business Process Improvement
- Cold Calling
- 403 b
- Vendor Relationships
- Banking Relationships
- Customer Satisfaction
- Operations Management
- Performance Management
- Alternative Investments
- Investment Management
- Portfolio Performance Analysis
- Investment Advisory
- Taft Hartley
Brett Herwig Summary
- Brett Herwig, based in Milwaukee, WI, US, is currently a Vice President - Relationship Manager at Union Bank and Trust Company. Brett Herwig brings experience from previous roles at USBank, Wells Fargo Institutional Retirement & Trust and Northern Trust. Brett Herwig holds a 2000 - 2005 Bachelor of Arts (B.A.) in Double Major Finance & Marketing @ University of Wisconsin. With a robust skill set that includes Annuities, Banking, Financial Services, Relationship Management, Portfolio Management and more. Brett Herwig has 2 emails and 2 mobile phone numbers on RocketReach.
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