michael barnes

vice president, wealth management and client development

About

Vice President & Wealth Strategist / Trust & Estate Administration / Investment Advisory / Banking & Lending

Country

united states

City

scottsdale

Industry

financial services

Skill

wealth management, asset management, investments, investment management, banking, business development, financial services, relationship management, trusts, estate planning, asset allocation, private banking, investment strategies

Experience

vice president of wealth management arizona

midfirst bank

2011-5 - 2015-1 · 3 yrs 9 mos

Responsible for Arizona market investment management & trust services. Priority oversight of business development and client relationship management. Emphasis on trust & estate administration and investment management.

vice president and wealth strategist

keybank

2004-10 - 2007-5 · 2 yrs 8 mos

vice president and wealth strategist

northern trust corporation

2008-5 - 2011-5 · 3 yrs 1 mo

Business Development Officer for Investment Management as well as Trust and Estate Services Scottsdale, Arizona market.

assistant vice president and trust administrator

wells fargo

1996-5 - 2007-10 · 11 yrs 6 mos

vice president, wealth management and client development

finemark national bank & trust

2015-1 - 2016-12 · 2 yrs

At FineMark National Bank & Trust, we want to give you every advantage. We want you to be in the best position possible to reach your financial goals. We believe that takes getting to know you, your values and challenges.Our professionals understand that every individual and every situation is unique. Through a proactive approach, we will work with you to create a comprehensive strategy that parallels your personal values and goals. Together we will determine the best course of action to build wealth and create your legacy for generations to come. Through unparalleled service and a promise to always do what is right, we are committed to you.Experience the Advantage. Experience FineMark.