Carrie Wagner Email & Phone Number
Chief Development Officer and Wealth Advisor @ United Iowa Financial
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Carrie Wagner Location
- Iowa City, IA, US
Carrie Wagner Work
- 2019 -now Chief Development Officer and Wealth Advisor @
- 2011 -2019 Director of Private Banking and Wealth Advisor @ University of Iowa Community Credit Union
- 2005 -2011 AVP- Private Banker and Wealth Advisor @ First American Bank
- 2000 -2005 Mortgage Originator @ Hiawatha Bank and Trust Co.
Carrie Wagner Skills
- Banking
- Wealth Management
- Investments
- Consumer Lending
- Insurance
- Private Banking
- Loans
- Securities
- Credit
- High Net Worth Individuals
- Mortgage Lending
- Financial Services
- Commercial Banking
- Commercial Lending
- Commercial Real Estate
- Credit Analysis
- FINRA
- Loan Origination
- Long-term Customer Relationships
- Retirement Planning
- Small Business
- Long Term Customer Relationships
- Advisory Services
- Services
- Strategic Planning
- Analysis
- Advisory
- Cedar
Carrie Wagner Summary
- Carrie Wagner, based in Iowa City, IA, US, is currently a Chief Development Officer and Wealth Advisor at United Iowa Financial. Carrie Wagner brings experience from previous roles at University of Iowa Community Credit Union, First American Bank and Hiawatha Bank and Trust Co.. With a robust skill set that includes Banking, Wealth Management, Investments, Consumer Lending, Insurance and more. Carrie Wagner has 2 emails and 2 mobile phone numbers on RocketReach.
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