Meet Our Wealth Management Team
Chief Investment Officer
(309) 743.7734 | email@example.com
Rand is responsible for overall asset allocation and equity investment research in his CIO capacity. Under his direction, the Wealth Management & Trust Department manages institutional and personal portfolios using individual securities and mutual funds covering both the fixed income and equity markets. Rand graduated Magna Cum Laude from Bethel College in St. Paul, MN, with a degree in mathematics and minors in education and physics. He received his Chartered Financial Analyst (CFA) designation in 1991.
SVP, Wealth Management & Trust
(319) 743.7151 | firstname.lastname@example.org
As senior vice president of wealth management, Kevin is responsible for managing the trust and investment departments at Community Bank & Trust as well as our sister bank, Cedar Rapids Bank and Trust. Kevin has over 25 years of experience in financial planning, investments, and trust administration. Kevin graduated from Wartburg College and completed his master’s degree in economics at Western Illinois University. Prior to joining Cedar Rapids Bank and Trust, Kevin worked for regional banks in the Twin Cities area where he served as vice president and personal trust manager.
1st VP, Trust Officer
(319) 433.6120 | email@example.com
Pat is responsible for new business development and the administration of trust, estates, conservatorships and investment management. Pat received her undergraduate degree from Upper Iowa University and earned the Certified Trust & Financial Advisor (CTFA) designation in 1999. Prior to joining the bank in 2006, she was formerly with Regions Bank for 16 years. With over 30 years of banking experience, Pat is a valued and trusted advisor. Pat’s community involvement includes the Crossroads Rotary and President of the Greater Denver Activities Foundation.
AVP, Personal Trust Officer
(319) 433.6118 | firstname.lastname@example.org
With over 20 years in the banking industry, Tammy started at Community Bank in 2011. She attended Upper Iowa University where she received a Bachelor's degree in Business Administration and earned a Certified Trust and Financial Advisor (CTFA) designation. A native of Jesup, Tammy supports her community by volunteering at various Jesup athletic events and is a journal partner with a student at Cunningham Elementary. With over 16 years of experience in wealth management and trust departments, she has the skills to manage your financial needs.
(319) 433.6162 | email@example.com
Recently a graduate from the University of Northern Iowa with a double major in Finance and Real Estate, Mitch joins the Wealth Management and Trust team as the Portfolio Manager. Mitch started part-time with the bank in November of 2017 and began full-time in January of 2018. He will be assisting clients in both our Cedar Rapids and Cedar Valley locations, focusing on the investment side and actively working with our clients to meet their financial goals.
Trust Operations Assistant
(319) 433.6119 | firstname.lastname@example.org
Wealth Management Assistant
(319) 433.6121 | email@example.com