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Shannon Gephart

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Shannon Gephart

VP/Wealth Management Advisor | Bell Bank

Fargo, North Dakota, United States

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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.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Shannon Gephart

Work Experience

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VP/Wealth Management Advisor at

Bell Bank

July 2018 - Present

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Wealth Management Advisor at

Alerus

March 2017 - June 2018

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Trust Product Specialist/Financial Planning at

Alerus Financial

December 2004 - March 2017

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Relationship Manager/Trust Administration at

BMO

May 1998 - December 2004

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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

mail

********@bell.bank

***************@alerus.com

********@alerusmail.com

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