Graham Baxter Email & Phone Number
Private Wealth Management Advisor @ U.S. Bank
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Graham Baxter Location
- Milwaukee, WI, US
Graham Baxter Work
- 2021 -now Private Wealth Management Advisor @
- 2019 -2021 Vice President Wealth Advisor @
- 2017 -2019 Vice President Wealth Services @
- 2012 -2017 Associate Banking Advisor @
- 2015 -2015 Rotational Leadership Development Program @
Graham Baxter Education
- Northwestern University
Certificate (Financial Planning and Services)
2019-2021 - Cannon Financial Institute
Certified Wealth Strategist®
2017-2018 - University of Wisconsin-Whitewater
MBA (Finance)
2010-2011 - University of Wisconsin–Oshkosh
BBA (Finance & Marketing Majors)
2001-2006
Graham Baxter Skills
- Leadership
- PowerPoint
- Banking
- Account Management
- Sales
- Financial Planning
- Business Networking
- Portfolio Management
- Financial Modeling
- Investments
- Business Development
- Relationship Management
- Finance
- Team Leadership
- Strategic Planning
- Financial Services
- Commercial Banking
- Wealth Management
- Strategic Financial Planning
- High Net Worth Individuals
- Microsoft Word
- Microsoft Office
- Entrepreneurship
- Risk Management
- Marketing
- Microsoft Excel
- Credit
- Customer Service
- Financial Analysis
- Wealth
- Professional Networking
- Management
- Credit Analysis
- Private Banking
- Loans
- CRM
- Commercial Lending
- Investment Management
Graham Baxter Summary
- Graham Baxter, based in Milwaukee, WI, US, is currently a Private Wealth Management Advisor at U.S. Bank. Graham Baxter brings experience from previous roles at Johnson Financial Group, Wintrust Financial Corporation and Northern Trust Corporation. Graham Baxter holds a 2019 - 2021 Certificate in Financial Planning and Services @ Northwestern University. With a robust skill set that includes Leadership, PowerPoint, Banking, Account Management, Sales and more. Graham Baxter has 4 emails and 1 mobile phone numbers on RocketReach.
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