Warren Odgers, CTFA
Cannon Financial Institute
Tell me more about Warren Odgers, CTFA?
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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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.
...See MoreWork Experience
wealth management trust administration manager at u s bank
Wealth Management Associate Trust Advisor
Wealth Management Trust Associate
Banking
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.
Education
Skill
Customer Service
Microsoft Office
Sales
Financial Planning
Fiduciary Services
Adaptation
Teamwork
Critical Thinking
Communication
Problem Solving
Observation
Servant Leadership
Certification
Colleagues
Other Named Warren Odgers, CTFA
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Warren Odgers, CTFA works for U.S. Bank
Warren Odgers, CTFA's role in U.S. Bank is wealth management trust administration manager at u s bank
Warren Odgers, CTFA works in the industry of Banking
Warren Odgers, CTFA's colleagues are Chris Dadswell,Sam Lea,Georgia Norman
Warren Odgers, CTFA's latest job experience is wealth management trust administration manager at u s bank at U.S. Bank
Warren Odgers, CTFA's latest education in Cannon Financial Institute