Ray Juidici

Freelance Finance Freelancer & Salesperson


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Ray Juidici - Modified profile
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About Me:
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,...
Appleton, Wisconsin, United States