firstnationalbankofomaha.com
The Director, Private Client Services serves as a trusted advisor to ultra-affluent clients, helping them build, grow, and preserve wealth through holistic financial planning and investment solutions. This role involves leading a team of experts to deliver personalized education, advice, and guidance to meet complex banking and wealth management needs. The position focuses on fostering long-term client relationships and driving business development within the wealth management sector.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for firstnationalbankofomaha.com.
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