Management Executive
Resume:
Steve Gutermuth
Senior Vice President
adiuy0@r.postjobfree.com
Louisville, KY
Over the last 30 years in financial services/banking industry, I have acquired a specialized skill set in new business development and financial advising. I developed and executed comprehensive wealth plans to address my clients' financial goals. I have maintained strong relationships with my clients that have resulted in over 20 years of business. Additionally, I successfully managed several groups and mentored team members, which helped my teams achieve the companies' growth objectives. WORK EXPERIENCE
04/2019 – 11/2019
SENIOR VICE PRESIDENT
Argent Trust Company
Louisville, KY
Served high net worth clients in the Louisville area focusing on wealth management and trust services Worked with the Argent Trust team to onboard new clients, implementing long term investment strategies and using complex trust structures to achieve tax benefits
11/2014 – 12/2018
MANAGING PARTNER
Green Square Capital
Louisville, KY
Developed comprehensive investment strategies that helped my clients achieve their investment goals Recommended debt structures that maximized clients' working capital Advised families how to pass on their wealth to future generations in the most tax efficient way Worked with families on different trust structures Educated clients on the benefits of diversifying their investment portfolios 07/2011 – 10/2014
EXECUTIVE DIRECTOR/WEALTH MANAGEMENT
J.P. Morgan Chase
Louisville, KY
Managed and directed investment portfolios that exceeded 100 million dollars in total assets Developed relationships with many of the bank's high net worth clients by educating them on the capabilities of JP Morgan's Wealth Management services
Nationally ranked in the top ten new business development officers for JP Morgan's Wealth Management group Recruited and aided in the hiring process for new group members and mentored existing officers and analysts Represented JP Morgan as a community figure by serving on non-profit boards 12/2010 – 06/2011
VICE PRESIDENT/ SENIOR ADVISOR /WEALTH MANAGEMENT
J.P. Morgan Chase
Louisville, KY
Nationally ranked in the top ten new business development officers for JP Morgan's Wealth Management group Directed a team of advisors and developed comprehensive investment and wealth plans to high net worth clients Mentored younger advisors and analysts to help them work with clients and deliver top tier service Achievements/Tasks
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WORK EXPERIENCE
12/1999 – 12/2010
VICE PRESIDENT/SENIOR ADVISOR/WEALTH MANAGEMENT
PNC Bank
Louisville, KY
Nationally ranked in the top five new business development officers for PNC Wealth Management for ten consecutive years Led a wealth management team and educated and trained new advisors Developed and presented comprehensive investment plans to high net worth clients and their advisors (CPAs, lawyers etc. ) Served on the National Incentive Plan committee for the Wealth Management division 06/1996 – 12/1999
FINANCIAL CONSULTANT
Merrill Lynch Wealth Management
Louisville, KY
Worked with high net worth families and business owners in developing financial plans Worked with client's advisors to implement the investment strategy/plan 06/1986 – 06/1996
VICE PRESIDENT/SENIOR PRIVATE BANKER
Republic Bank
Louisville, KY
Ranked as the top new business development officer in Kentucky each year Managed a top performing retail banking center for 5 years Worked within the private banking group as a senior banking officer Managed a staff of employees and was responsible for hiring and developed them into financial officers EDUCATION
1982 – 1986
B.S. ECONOMICS AND FINANCE
Centre College
1987 – 1988
ABA NATIONAL TRUST SCHOOL
Northwestern University
COMMUNITY INVOLVEMENT
FAMILY AND CHILDREN'S PLACE (2012 – 2017)
Board of Directors
FAMILY AND CHILDREN'S PLACE (2015 – 2017)
Chairman of the Board
FAMILY AND CHILDREN'S PLACE (2015)
Chairman of the Building Committee
THE CITY OF MARYHILL ESTATES (2006 – 2018)
Mayor
MARYHILL ESTATES (2000 – 2018)
City Council
BROWNSBORO AREA BUSINESS ASSOCIATION (1992)
President
KENTUCKY HUMANE SOCIETY (1990 – 1994)
Board of Directors
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