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Susan Horst Cfa Cipm

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Susan Horst Cfa Cipm

Vice President, Senior Portfolio Manager | Union Bank & Trust

Omaha, Nebraska, United States

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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.

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Susan Horst Cfa Cipm

Work Experience

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Vice President, Senior Portfolio Manager at

Union Bank & Trust

May 2022 - Present

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Assistant Vice President, Senior Portfolio Manager at

Union Bank & Trust

February 2022 - May 2022

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Assistant Vice President, Portfolio Manager at

Union Bank & Trust

February 2019 - February 2022

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Investment Officer at

Union Bank & Trust

February 2015 - February 2019

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Portfolio Manager at

U.S. Bancorp

April 2007 - February 2015

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Assistant Vice President, Investment Manager at

Great Plains Trust Company

January 2006 - January 2007

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Investment Manager at

Union Bank & Trust

January 2005 - January 2006

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Portfolio Manager at

U.S. Bancorp

January 2004 - January 2005

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Investment Manager at

U.S. Bancorp

January 2001 - January 2004

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Credit Analyst Intern at

U.S. Bancorp

January 2000 - January 2001

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Susan Horst Cfa Cipm

Education

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

mail

***********@ubt.com

Colleagues

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Ryan Sailer Cfa

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Sean Blocher

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Taylor Hunt

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Andy Westcott

Vice President - Commercial Real Estate

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Angie Loomer

Vice President of Consumer Loans

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Angie Muhleisen

President and CEO

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Bradley Philson

1st VP and Senior Trust Officer

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Cfirs Tanya Lebsock Ctfa Csop

VP - Investment & Trust Compliance

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