Erick Kephart Email & Phone Number
Senior Trust Officer and Director of Trust Services, V.P. @ Decorah and Cresco Bank & Trust Company
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Erick Kephart Location
- Decorah, IA, US
Erick Kephart Work
- Senior Trust Officer and Director of Trust Services, V.P. @ (August 2020 - Present)
- Vice President, Trust Officer @ (July 2019 - August 2020)
- Corporate Enterprise Advisor @ (February 2019 - July 2019)
- Vice President, Client Services Manager @ (October 2014 - January 2019)
- Relationship Manager @ (February 2013 - January 2019)
- Enrollment and Education Specialist @ (December 2011 - February 2013)
- Registered Representative @ (October 2009 - December 2011)
- Store Manager and Educational Account Manager @ Kephart’s Music Center (May 2005 - October 2009)
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
- 401(k) Retirement Savings Plans
- 401k
- Asset Allocation
- Asset Management
- Credit
- Customer Service
- Finance
- Financial Analysis
- Financial Management
- Financial Services
- Fixed Income
- IRAs
- Insurance
- Investment Strategies
- Investments
- Loans
- Marketing
- Marketing Strategy
- Microsoft Excel
- Mutual Funds
- Portfolio Management
- Public Speaking
- Relationship Management
- Retirement
- Retirement Planning
- Sales
- Series 6
- Series 63
- Team Building
- Team Leadership
- 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 Senior Trust Officer and Director of Trust Services, V.P. 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 401(k) Retirement Savings Plans, 401k, Asset Allocation, Asset Management, Credit and more. Erick Kephart has 3 emails and 2 mobile phone numbers on RocketReach.
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