Teams at Associated Bank

Manage and monitor Middle Market CRE and commercial/corporate loan portfolios, underwrite and present credit recommendations, partner with Relationship Managers to protect credit quality, support renewals and due diligence, and identify cross-sell opportunities to drive portfolio growth and retention.

Develops customized wealth planning strategies for high-net-worth individuals, business owners, and executives. Partners with wealth advisors and bankers to generate business, presents recommendations, coordinates solutions with professional advisors, identifies cross-sell opportunities, provides expertise on complex financial, tax, estate, insurance, and succession planning, and delivers educational presentations while managing client and prospect relationships.

Manage and grow a commercial real estate client portfolio, generate new business, structure lending solutions, and drive loan, deposit, and fee income. Analyze financial and credit information, present loan recommendations, monitor portfolio performance and compliance, and collaborate with treasury, capital markets, insurance, private banking, and wealth teams. Advise clients on financial strategies while representing the bank in the community and developing referral networks.