Warren Odgers, CTFA
wealth management trust administration manager at u s bank@ U.S. Bank
Lincoln, Nebraska, United States
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Warren Odgers, CTFA is an experienced professional with 18.2 years of work experience. He possesses a wide range of skills including customer service, Microsoft Office, sales, financial planning, and fiduciary services. Based in the United States, Warren is known for his integrity and servant-leadership, and his commitment to delivering outstanding service. He is an advocate for his clients, providing broad expertise in financial planning, estate administration, and relationship development. Warren is excited to work at U.S. Bank, where he believes in putting people first and making ethical decisions.
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Emails and Phone Numbers

@usbank.com
+1 877734****
+1 612303****
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About

I grew up in a small farming community where integrity and servant-leadership are everyday values, and stewardship is not some ideal, but simply the way things are done. It is only natural that these values remain at the heart of how I approach my profession. I am an advocate for my clients, providing broad expertise in a variety of roles to affluent and high net worth individuals and families, including financial planning and estate administration, relationship development, and collaboration with other professionals to deliver outstanding service. I am excited to work at U.S. Bank, because we believe in putting people first, and our dedication to making ethical decisions and doing the right thing is at the heart of what we do. We're proud to be named by Ethisphere as a 2022 World's Most Ethical Company.

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Work Experience

800 Nicollet Mall, Minneapolis, MN, 55402, US

Banking

77049
Phone
+1 8777346060
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Warren Odgers, CTFA's Professional Milestones

  • New Accounts Representative (2005-08-01~2007-10-01): Successfully grew and exceeded new client accounts, driving revenue growth and expanding market share.
  • wealth management trust administration manager at u s bank (2008-02-01~2018-08-01): Streamlined trust administration processes, maximizing efficiency and providing accurate and transparent information for the institution.
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Education

Cannon Financial Institute
Cannon Financial Institute2015-2018
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