Michael Robertson

Experience

• 

  U.S. Bank

  Aug 2011 - Aug 2016

  Responsible for all branch functions in management, operations and sales. Leader Trainee in multiple branches over a two year period in teller, banker, small business specialist, and assistant manager positions.

  • Branch Assistant Manager

    Jun 2013 - Aug 2016

  • Leader Development Candidate

    Aug 2011 - Jun 2013
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  Minnesota Based Broker Dealer

  Aug 2016 - Oct 2017

  Wealth Management Associate

  Managing activities for my Wealth Management Team additionally consisting of Wealth Management Advisor and Wealth Management Banker while providing analytical support and actively developing new business opportunities were integral facets of my role. With FINRA licenses 6,7,63, and 65, I aided my financial advisor with anything ranging from presentation to placing trades. Additionally, I helped lead trainings for other employees of the firm to encourage collaborating with our team. My hands-on approach to the job led to recognition in 2016 with the Horizon Award for impactful work by someone new to the role. Show less

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  U.S. Bank

  Oct 2017 - now

  Wealth Management Banker

  Working alongside a Wealth Management Advisor and Wealth Management Associate, I offer best in class service to my clients looking to expand their relationship with US Bank. I enjoy serving the affluent clientele of the bank in a variety of ways including financial planning, asset based lending, home equity lending, enhanced traditional banking and a wide catalogue of other services offered by partners that I connect my clients with. These partner provided services including that of investment and insurance planning, business owner advisory services, trust administration, business lending and much more. Currently Servicing in Lake Forest, CA for clients based in Southern Orange County. Show less