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Shannon Gephart

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Shannon Gephart

Relationship Manager/Trust Administration | Bell Bank

North Dakota, Fargo, United States

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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.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Shannon Gephart

Work Experience

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VP/Senior Wealth & Fiduciary Advisor at

Bell Bank

July 2018 - Present

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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

mail

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

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

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

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