Ray Juidici

Freelance Finance Freelancer & Salesperson

Location:Appleton, Wisconsin, United States
2 Skills
Raymond L. Juidici, MBA, CTFA

Professional Experience
Lakeland College 2015-Present

Adjunct Instructor – Personal Financial Management, Capital Budgets & Risk Management

US Bank Private Client Group 2015-Present

Vice President / Wealth Advisor

• Manage $100 Million portfolio consisting of trust and agency accounts.
• Administer trusts, settle estates, and provide financial planning.

First National Trust & Wealth Management 2010-2015

Vice President of Trust & Wealth Management

? Responsible for Business Development throughout the department.
? Achieved $25 Million in assets growth in 2014 (25% increase year over year).
? Manage the most complex relationships within our portfolio.
? Other significant duties include trust administration, estate settlement, and employee benefit plans.

AVP / Private Banker

? Responsible for growing and managing commercial and consumer loan portfolio with primary focus on high net worth clientele.
? Grow and Manage Trust and Investment Portfolio.
? Responsible for overall branch supervision and sales coaching.
? Created and implemented an effective branch sales process.

Wells Fargo 2006-2010

Branch Manager / Investment Consultant

? Managed staff of 8 employees which included day to day supervision, training, performance reviews, recognition, and motivation.
? Consistently met and exceeded aggressive branch sales goals.
? Consulted with high value customers to fulfill their financial needs both directly and through business partners.

Master of Business Administration (MBA): University of Wisconsin Eau Claire 2011
Bachelor of Science: Northern Michigan University - Entrepreneurship 2005
Dale Carnegie Training 2014
Cannon School of Trust at Notre Dame 2014

Professional Licenses/Credentials – Certified Trust and Financial Advisor (CTFA), FINRA Series 7, 63, 66 (Investments), Life Insurance License (MI and WI). Currently working towards CFP designation.
Skills (2) Rating