Profil
Mr. James A. Benz is Vice President at GreatBanc Trust Co.
Prior to joining GreatBanc in 2002, Mr. Benz held positions with local and national banking organizations.
Mr. Benz received an undergraduate degree in Finance and Management from Western Illinois University and an MBA degree from Northern Illinois University.
He holds the Certified Trust and Financial Advisor and Registered Financial Planner designation.
Tidigare kända positioner av James A. Benz
| Företag | Position | Slut |
|---|---|---|
GreatBanc Trust Co. (Investment Management)
GreatBanc Trust Co. (Investment Management) Investment ManagersFinance GreatBanc-IM specializes in employee stock ownership plans (ESOPs). The firm’s wealth management strategies seek to preserve and enhance the wealth their clients. It offers customized strategies that consider each client's present and future financial goals, tax sensitivity, financial and non-financial objectives and risk tolerance. Their research-driven process is based on fundamental and technical analyses. | Portföljförvaltare-Aktier | 2013-04-30 |
James A. Benzs utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 2 |
|---|---|
GreatBanc Trust Co. (Investment Management)
GreatBanc Trust Co. (Investment Management) Investment ManagersFinance GreatBanc-IM specializes in employee stock ownership plans (ESOPs). The firm’s wealth management strategies seek to preserve and enhance the wealth their clients. It offers customized strategies that consider each client's present and future financial goals, tax sensitivity, financial and non-financial objectives and risk tolerance. Their research-driven process is based on fundamental and technical analyses. | Finance |
Western Illinois University
Western Illinois University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















