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Susan Horst Cfa Cipm
Susan Horst Cfa Cipm
Vice President, Senior Portfolio Manager | Union Bank & Trust
Omaha, Nebraska, United States
Susan Horst Cfa Cipm
Summary
Susan Horst is a seasoned Vice President and Senior Portfolio Manager at Union Bank & Trust, with a strong focus on investment management and risk assessment. She has a robust background in finance, holding a Bachelor of Science in Finance from the University of Nebraska-Lincoln, and is a Chartered Financial Analyst since 2004. Susan has extensive experience managing investment accounts for high-net-worth individuals and endowments, showcasing her expertise in asset allocation and financial research. Her career spans over two decades in the financial services industry, primarily within national commercial banks, demonstrating her deep understanding of investment strategies and financial institutions. Known for her analytical skills, she excels in model creation and due diligence, ensuring optimal investment performance. Susan's commitment to excellence is evident in her continuous professional development, including her recent certification in Investment Performance Measurement. She is passionate about leveraging her skills to drive financial success for her clients.
Susan Horst Cfa Cipm
Work Experience
Vice President, Senior Portfolio Manager at
Union Bank & Trust
May 2022 - Present
Assistant Vice President, Senior Portfolio Manager at
Union Bank & Trust
February 2022 - May 2022
Assistant Vice President, Portfolio Manager at
Union Bank & Trust
February 2019 - February 2022
Investment Officer at
Union Bank & Trust
February 2015 - February 2019
Portfolio Manager at
U.S. Bancorp
April 2007 - February 2015
Assistant Vice President, Investment Manager at
Great Plains Trust Company
January 2006 - January 2007
Investment Manager at
Union Bank & Trust
January 2005 - January 2006
Portfolio Manager at
U.S. Bancorp
January 2004 - January 2005
Investment Manager at
U.S. Bancorp
January 2001 - January 2004
Credit Analyst Intern at
U.S. Bancorp
January 2000 - January 2001
Susan Horst Cfa Cipm
Education
University of Nebraska-Lincoln, Bachelor Of Science (B.S.)
Frequently Asked Questions about Susan Horst Cfa Cipm
What is Susan Horst Cfa Cipm email address?
Susan Horst Cfa Cipm's primary email address is ***********@ubt.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Susan Horst Cfa Cipm work for?
Susan Horst Cfa Cipm is a Vice President, Senior Portfolio Manager at Union Bank & Trust, a company specializing in Functions related to depository banking.
Where Susan Horst Cfa Cipm graduated from?
Susan Horst Cfa Cipm holds a degree in Finance from University of Nebraska-Lincoln.
How can I directly contact Susan Horst Cfa Cipm?
To contact Susan Horst Cfa Cipm directly, you can use the email address ***********@ubt.com. Complete contact information is available upon registration with Muraena.
Who is Susan Horst Cfa Cipm?
Susan Horst is a seasoned Vice President and Senior Portfolio Manager at Union Bank & Trust, with a strong focus on investment management and risk assessment. She has a robust background in finance, holding a Bachelor of Science in Finance from the University of Nebraska-Lincoln, and is a Chartered Financial Analyst since 2004. Susan has extensive experience managing investment accounts for high-net-worth individuals and endowments, showcasing her expertise in asset allocation and financial research. Her career spans over two decades in the financial services industry, primarily within national commercial banks, demonstrating her deep understanding of investment strategies and financial institutions. Known for her analytical skills, she excels in model creation and due diligence, ensuring optimal investment performance. Susan's commitment to excellence is evident in her continuous professional development, including her recent certification in Investment Performance Measurement. She is passionate about leveraging her skills to drive financial success for her clients.
Susan`s contact details
***********@ubt.com
Colleagues
First Vice President, Chief Investment Officer
Vice President loan operations
Board Member
First Vice President Commercial Loans
Vice President - Lincoln Customer Service Regional Manager
Vice President - Commercial Real Estate
Vice President of Consumer Loans
President and CEO
1st VP and Senior Trust Officer
VP - Investment & Trust Compliance