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Shannon Gephart
Shannon Gephart
Relationship Manager/Trust Administration | Bell Bank
North Dakota, Fargo, United States
Shannon Gephart
Summary
Shannon Gephart is a seasoned VP and Wealth & Fiduciary Advisor at Bell Bank, where she excels in building relationships with institutional clients. With a strong foundation in wealth management and financial planning, she is passionate about tailoring solutions to meet the unique needs of her clients while providing exceptional customer service. Shannon's career spans multiple roles within the financial sector, showcasing her ability to adapt and thrive in various capacities. She holds a Bachelor of Science in Paralegal Studies from Minnesota State University Moorhead and has earned prestigious certifications as a Certified Trust & Financial Advisor and a Certified Financial Planner. Her collaborative approach emphasizes the importance of leveraging expertise from across the industry to enhance client outcomes. Based in Fargo, North Dakota, Shannon is dedicated to her professional development and actively engages in leadership within her field.
Shannon Gephart
Work Experience
VP/Senior Wealth & Fiduciary Advisor at
Bell Bank
July 2018 - Present
Shannon Gephart
Education
Minnesota State University Moorhead, Bachelor of Science, Paralegal
January 1994 - January 1998
Minot High
January 1989 - January 1993
Certified Trust & Financial Advisor (CTFA) since 2001
Certified Financial Planner™ since 2005
Frequently Asked Questions about Shannon Gephart
What is Shannon Gephart email address?
Shannon Gephart's primary email address is ********@bell.bank. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Shannon Gephart work for?
Shannon Gephart is a Relationship Manager/Trust Administration at Bell Bank.
Where Shannon Gephart graduated from?
Shannon Gephart holds a degree in null from Minnesota State University Moorhead.
How can I directly contact Shannon Gephart?
To contact Shannon Gephart directly, you can use the email address ********@bell.bank. Complete contact information is available upon registration with Muraena.
Who is Shannon Gephart?
Shannon Gephart is a seasoned VP and Wealth & Fiduciary Advisor at Bell Bank, where she excels in building relationships with institutional clients. With a strong foundation in wealth management and financial planning, she is passionate about tailoring solutions to meet the unique needs of her clients while providing exceptional customer service. Shannon's career spans multiple roles within the financial sector, showcasing her ability to adapt and thrive in various capacities. She holds a Bachelor of Science in Paralegal Studies from Minnesota State University Moorhead and has earned prestigious certifications as a Certified Trust & Financial Advisor and a Certified Financial Planner. Her collaborative approach emphasizes the importance of leveraging expertise from across the industry to enhance client outcomes. Based in Fargo, North Dakota, Shannon is dedicated to her professional development and actively engages in leadership within her field.
Shannon`s contact details
********@bell.bank
***************@alerus.com
********@alerusmail.com
Colleagues
Various Positions
Financial Analyst
VP/Commercial Loan Documentation Manager
Key Account Executive
Teller
Senior Vice President - Agriculture Market Development Manager
Field Representative
Business Banker
Personal Banker