U.S. Bank
This role oversees the administration, risk management, and servicing of fiduciary and investment management accounts for Ascent Private Capital Management. The position involves managing complex accounts such as IRAs, estates, and trusts while ensuring strict compliance with governing documents and regulatory standards. Key duties include retaining existing accounts, advising on product specialties, and collaborating within a team of experts to handle tasks based on complexity.
Headquarters
Minneapolis, Minnesota, United States
Company Size
10001+ employees
Founded
1863
Experience personalized banking services for your unique needs with U.S. Bank - Checking, credit cards, home loans & convenient online banking. Member FDIC.
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 U.S. Bank.
9% above the average for this role
U.S. Bank Adds Industry Veterans to Its Payments: Merchant and Institutional Leadership Team
1 month ago