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Heath Sorenson

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Heath Sorenson

Mgr Investment & Capital Mrkt Operations | Associated Bank

Greater Chicago Area United States, United States

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Heath Sorenson

Summary

Heath Sorenson is a seasoned executive with extensive experience in the financial services industry. Currently serving as the CEO of Associated Trust Company, N.A., he has demonstrated a strong track record in leadership and operational excellence. His previous roles include Managing Director at Midland Financial Strategies and Branch Manager at Raymond James, showcasing his versatility across various financial sectors. Heath holds an MBA and a Bachelor's degree in Accountancy, underscoring his solid educational foundation. He is known for his strategic vision and ability to navigate complex financial landscapes. In addition to his executive roles, he has been involved in wealth management and investment operations, making him well-rounded in capital management. Heath is also passionate about financial planning and services, indicating a commitment to client-focused solutions. His career reflects a blend of leadership, operational expertise, and a dedication to growth in the financial sector.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Consulting Experience

Heath Sorenson

Work Experience

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EVP, CEO - Associated Trust Company at

Associated Bank

December 2024 - Present

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Heath Sorenson

Education

Northern Illinois University, Master of Business Administration (M.B.A.)

January 2000 - January 2001

Northwestern University, Financial Planning and Services

January 2013 - January 2014

University of Illinois at Urbana-Champaign - College of Business, Bachelor’s Degree, Accountancy

January 1991 - January 1995

Frequently Asked Questions about Heath Sorenson

What is Heath Sorenson email address?

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

What company does Heath Sorenson work for?

Heath Sorenson is a Mgr Investment & Capital Mrkt Operations at Associated Bank.

Where Heath Sorenson graduated from?

Heath Sorenson holds a degree in null from Northern Illinois University.

How can I directly contact Heath Sorenson?

To contact Heath Sorenson directly, you can use the email address *********@midlandfa.com. Complete contact information is available upon registration with Muraena.

Who is Heath Sorenson?

Heath Sorenson is a seasoned executive with extensive experience in the financial services industry. Currently serving as the CEO of Associated Trust Company, N.A., he has demonstrated a strong track record in leadership and operational excellence. His previous roles include Managing Director at Midland Financial Strategies and Branch Manager at Raymond James, showcasing his versatility across various financial sectors. Heath holds an MBA and a Bachelor's degree in Accountancy, underscoring his solid educational foundation. He is known for his strategic vision and ability to navigate complex financial landscapes. In addition to his executive roles, he has been involved in wealth management and investment operations, making him well-rounded in capital management. Heath is also passionate about financial planning and services, indicating a commitment to client-focused solutions. His career reflects a blend of leadership, operational expertise, and a dedication to growth in the financial sector.

Heath`s contact details

mail

*********@midlandfa.com

*********@midlandtc.com

*********@midlandsb.com

Colleagues

Heather Blue Collins

VP - Finance Project Manager

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Mark Rabas

Project Manager

Mark Rojas

Senior Vice President

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George Brownell

Senior Manager (Operations) & Sr. Analyst (Finance)

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Gidget Schauske

Audit Senior

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Erica Murphy Dequaine

Admissions Counselor

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Eric Novak

Financial Analyst I, II, III

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Kelly Connolly

Assistant Vice President

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Traci Dayton

Audit Senior/Staff Auditor

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