Erick Kephart Email & Phone Number
Vice President, Trust Officer @ Decorah and Cresco Bank & Trust Company
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Erick Kephart Location
- Decorah, IA, US
Erick Kephart Work
- 2020 -now Vice President, Trust Officer @
- 2019 -2020 Vice President, Trust Officer @
- 2019 -2019 Corporate Enterprise Advisor @
- 2014 -2019 Vice President, Client Services Manager @
- 2013 -2019 Relationship Manager @
- 2011 -2013 Enrollment and Education Specialist @
- 2009 -2011 Registered Representative @
- 2005 -2009 Store Manager and Educational Account Manager @
Erick Kephart Education
- Loras College
Bachelor's degree (BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES)
2001-2005 - Decorah High School
(High School/Secondary Diploma Programs)
1997-2001
Erick Kephart Skills
- 401k
- Investments
- Customer Service
- Marketing
- Microsoft Excel
- Portfolio Management
- Series 6
- Mutual Funds
- Series 63
- Relationship Management
- Retirement Planning
- Retirement
- Asset Management
- Financial Services
- Public Speaking
- Finance
- Sales
- Financial Analysis
- Fixed Income
- Asset Allocation
- IRAs
- Investment Strategies
- Credit
- Insurance
- Loans
- 401(k) Retirement Savings Plans
- 401K Retirement Savings Plans
- Strategic Planning
- Training
- Management
- Research
- Services
- Microsoft Office
- Teaching
- Strategy
- 401 Retirement Savings Plans
Erick Kephart Summary
- Erick Kephart, based in Decorah, IA, US, is currently a Vice President, Trust Officer at Decorah and Cresco Bank & Trust Company. Erick Kephart brings experience from previous roles at First Community Trust, N.A., Strategic Financial Solutions and American Trust Retirement. Erick Kephart holds a 2001 - 2005 Bachelor's degree in BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES @ Loras College. With a robust skill set that includes 401k, Investments, Customer Service, Marketing, Microsoft Excel and more. Erick Kephart has 3 emails and 2 mobile phone numbers on RocketReach.
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