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David Groe

David Groe

Trust Team Lead & Vice President | Midwest Trust Company

Colorado, Colorado Springs, United States

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David Groe

Summary

David Groe is a seasoned financial professional with extensive experience in trust and investment management. He currently serves as the Managing Director and Senior Vice President at Midwest Trust Company, where he is instrumental in guiding clients through complex financial landscapes. With a strong educational background in business administration and finance from Colorado State University, David has honed his expertise in trust administration through rigorous training at the Cannon Financial Institute. His previous role as SVP & Trust Officer at Colorado State Bank and Trust further solidified his reputation in the industry. David is known for his strategic thinking and leadership skills, making him a trusted advisor in financial matters. He is passionate about helping clients achieve their financial goals and is dedicated to continuous professional development. David's commitment to excellence is evident in his long-standing tenure in the financial services sector. Outside of work, he enjoys engaging with the community and exploring the beautiful landscapes of Colorado.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

David Groe

Work Experience

💼

Trust Team Lead & Vice President at

Wells Fargo Private Client Services

August 2005 - February 2007

💼

SVP & Trust Officer, Market Executive at

Colorado State Bank and Trust

February 2007 - March 2018

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SVP Trust Officer and Managing Director at

Midwest Trust Company

March 2018 - Present

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David Groe

Education

Colorado State University, Master's degree, Business Administration, Finance

January 1993 - January 1995

Cannon Financial Institute, Trust School I, II, III, Trust Administration

Colorado State University, Bachelor's degree, Business Administration, Marketing Concentration

January 1988 - January 1992

Frequently Asked Questions about David Groe

What is David Groe email address?

David Groe's primary email address is *****@midwesttrust.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does David Groe work for?

David Groe is a Trust Team Lead & Vice President at Midwest Trust Company.

Where David Groe graduated from?

David Groe holds a degree in null from Colorado State University.

How can I directly contact David Groe?

To contact David Groe directly, you can use the email address *****@midwesttrust.com. Complete contact information is available upon registration with Muraena.

Who is David Groe?

David Groe is a seasoned financial professional with extensive experience in trust and investment management. He currently serves as the Managing Director and Senior Vice President at Midwest Trust Company, where he is instrumental in guiding clients through complex financial landscapes. With a strong educational background in business administration and finance from Colorado State University, David has honed his expertise in trust administration through rigorous training at the Cannon Financial Institute. His previous role as SVP & Trust Officer at Colorado State Bank and Trust further solidified his reputation in the industry. David is known for his strategic thinking and leadership skills, making him a trusted advisor in financial matters. He is passionate about helping clients achieve their financial goals and is dedicated to continuous professional development. David's commitment to excellence is evident in his long-standing tenure in the financial services sector. Outside of work, he enjoys engaging with the community and exploring the beautiful landscapes of Colorado.

David`s contact details

mail

*****@midwesttrust.com

*********@netzero.com

Colleagues

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Debbie Medley

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Carrie Demaria

Office Manager

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Tracie Gregory Goffe

Tax Accountant

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David Upsdell

Chief Information Officer

Carolyn Rigsby

Senior Vice President

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Carrie Jones

Vice President

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Carrie Jones

Vice President

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Megan Warman

Assistant Vice President and Client Advisor

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Mike Orr

VP Managing Director

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