Year of Graduation: 1990
Major(s): Psychology Minor(s): Theology
Current Position: Senior Fiduciary Advisory Specialist, Wells Fargo Bank: I'm responsible for wealth management for individuals and families over $3 million in investment assets. (University of MN Law School, JD, 1998)
What path did you follow to arrive at your current job? I worked after college in a variety of small businesses and decided to go into law. I went to paralegal school and then decided to go to law school, after having worked in a law firm. I practiced law in MN, specializing in estate planning. I then decided to join Wells Fargo as a Senior Trust Officer, and was promoted to Senior Fiduciary Advisory Specialist. I have been at Wells Fargo since 2001.
What advice/suggestions would you have for students who might be interested in your career? Don't be afraid to take temporary positions in a field you are interested in. I tried many different positions in my early career through temp agencies, and was offered several full time positions. I believe careers and jobs need to be tried on for size!
What skills are important in your field? Listening and communication are critical skills. Tax and legal knowledge is important, and the ability to help clients understand complicated ideas without using industry jargon is a very useful skill.
What is the most satisfying/rewarding part of your job? What's the most challenging?
I enjoy not knowing what my day will consist of when I come to work. In many ways the position is very entrepreneurial, and that is very satisfying to me. The most challenging part is keeping clients motivated to continue progressing on their financial and estate planning goals.
What activities/experiences were helpful at CSB/SJU (and elsewhere) in preparation for this career? I had several part time jobs in college that convinced me I needed to work with people - I just needed more experience to determine the capacity in which I wanted to work with people. I think the broad education I received at Saint Ben's contributed to my ability to work in a number of industries. Ultimately, I think it is important to say "yes" to jobs and volunteer activities that are offered, even if initially you don't believe they will lead to your dream career.
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