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Cws Brendan Norman-Ctfa

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Cws Brendan Norman-Ctfa

Vice President, Private Banker | German American

Greenwood, Indiana, United States

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Cws Brendan Norman-Ctfa

Summary

Brendan Norman-Ctfa is an accomplished Private Banker with extensive experience in wealth management, specializing in asset protection and multi-generational wealth transfer. With a strong background in banking and finance, he has held various leadership roles, including Vice President at German American and Board Member at the American Red Cross, demonstrating his commitment to community service. Brendan is a Certified Trust and Fiduciary Advisor (CTFA) and a Certified Wealth Strategist (CWS), showcasing his expertise in complex financial planning and trust management. His career spans over two decades in the financial sector, where he has consistently driven growth and built lasting client relationships. He is also passionate about educating clients on financial wellness and strategic planning. Brendan's unique blend of technical knowledge and personal touch makes him a trusted advisor in the industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Non-Profit Experience

Cws Brendan Norman-Ctfa

Work Experience

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Vice President, Private Banker at

German American

April 2023 - Present

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Board Member / Advisory Board Member at

American Red Cross of Oklahoma

January 1995 - Present

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Associate Relationship Manager CTFA, CWS,AVP at

Key Corp Inc

April 2019 - April 2023

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Wealth Liaison - Key Private Bank at

Key Corp Inc

November 2018 - November 2019

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Licensed Branch Manager at

Key Corp Inc

November 2013 - November 2018

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Investment Executive at

Fifth Third Bank

March 2012 - November 2013

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Vice President - Wealth Management Business Development at

Salin Bank & Trust Company

March 2011 - April 2012

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Retirement Specialist at

Nationwide Financial

March 2009 - March 2011

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Vice President at

PNC Financial Services

November 2002 - November 2007

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Financial Advisor at

Raymond James Financial, Inc.

November 2000 - November 2002

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Small Business Relationship Manager at

Key Corp Inc

February 1995 - November 2000

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Cws Brendan Norman-Ctfa

Education

Indiana University Bloomington, B.A.

January 1991 - January 1994

Frequently Asked Questions about Cws Brendan Norman-Ctfa

What is Cws Brendan Norman-Ctfa email address?

Cws Brendan Norman-Ctfa's primary email address is **************@redcross.org. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cws Brendan Norman-Ctfa work for?

Cws Brendan Norman-Ctfa is a Vice President, Private Banker at German American, a company specializing in Monetary Authorities-Central Bank.

Where Cws Brendan Norman-Ctfa graduated from?

Cws Brendan Norman-Ctfa holds a degree in Economics from Indiana University Bloomington.

How can I directly contact Cws Brendan Norman-Ctfa?

To contact Cws Brendan Norman-Ctfa directly, you can use the email address **************@redcross.org. Complete contact information is available upon registration with Muraena.

Who is Cws Brendan Norman-Ctfa?

Brendan Norman-Ctfa is an accomplished Private Banker with extensive experience in wealth management, specializing in asset protection and multi-generational wealth transfer. With a strong background in banking and finance, he has held various leadership roles, including Vice President at German American and Board Member at the American Red Cross, demonstrating his commitment to community service. Brendan is a Certified Trust and Fiduciary Advisor (CTFA) and a Certified Wealth Strategist (CWS), showcasing his expertise in complex financial planning and trust management. His career spans over two decades in the financial sector, where he has consistently driven growth and built lasting client relationships. He is also passionate about educating clients on financial wellness and strategic planning. Brendan's unique blend of technical knowledge and personal touch makes him a trusted advisor in the industry.

Cws`s contact details

mail

**************@redcross.org

**************@key.com

************@germanamerican.com

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Robbie Houchin

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