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Shannon Gephart
Shannon Gephart
VP/Wealth Management Advisor | Bell Bank
Fargo, North Dakota, United States
Shannon Gephart
Summary
Shannon Gephart is a seasoned Vice President and Wealth & Fiduciary Advisor at Bell Bank, bringing over two decades of experience in banking and wealth management. With a strong focus on customer service, Shannon prides herself on crafting tailored financial solutions for her clients. Her career has spanned various roles in reputable financial institutions, showcasing her expertise in commercial and retail banking, credit analysis, and portfolio management. Shannon's commitment to teamwork involves collaborating with other professionals to ensure comprehensive service for clients. She holds a Bachelor of Science in Paralegal Studies from Minnesota State University, Moorhead, and has earned certifications as a Certified Financial Planner and Certified Trust & Financial Advisor. Her extensive experience in the financial sector positions her as a trusted advisor in her field.
Shannon Gephart
Work Experience
VP/Wealth Management Advisor at
Bell Bank
July 2018 - Present
Wealth Management Advisor at
Alerus
March 2017 - June 2018
Trust Product Specialist/Financial Planning at
Alerus Financial
December 2004 - March 2017
Relationship Manager/Trust Administration at
BMO
May 1998 - December 2004
Shannon Gephart
Education
Minnesota State University Moorhead, Bachelor Of Science
January 1994 - January 1998
Minot High
January 1989 - January 1993
Certified Financial Planner™ since 2005
Certified Trust & Financial Advisor (CTFA) since 2001
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 VP/Wealth Management Advisor at Bell Bank, a company specializing in Depository Credit Intermediation.
Where Shannon Gephart graduated from?
Shannon Gephart holds a degree in Paralegal 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 Vice President and Wealth & Fiduciary Advisor at Bell Bank, bringing over two decades of experience in banking and wealth management. With a strong focus on customer service, Shannon prides herself on crafting tailored financial solutions for her clients. Her career has spanned various roles in reputable financial institutions, showcasing her expertise in commercial and retail banking, credit analysis, and portfolio management. Shannon's commitment to teamwork involves collaborating with other professionals to ensure comprehensive service for clients. She holds a Bachelor of Science in Paralegal Studies from Minnesota State University, Moorhead, and has earned certifications as a Certified Financial Planner and Certified Trust & Financial Advisor. Her extensive experience in the financial sector positions her as a trusted advisor in her field.
Shannon`s contact details
********@bell.bank
***************@alerus.com
********@alerusmail.com
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