WM Advisors
This is the name of our newest WM advisor
What is Brian Benest?
This is how many trust officers GSTS has
What is 3?
This is the name of the Wealth Management Administrator
Who is Corey Soppe?
This is how many WM advisors Melissa needs to hire this year
What is 4?
These are the two components of WM today at GSCU
What is Wealth Management/Advisory and Trust Services
This is the number of WM Advisors currently at GSCU
What is 6?
This is our partner to deliver GSTS
Who is Members Trust Company?
This trust officer has an accounting background
Who is Beth Wurth?
This will drive WM prospecting in the future
What is data driven prospecting?
This is where GS Advisors and Trust Officers office
What are our branches?
This is the number of registered assistants at GS
What is 2?
This is how long GSCU has offered Trust Services
What is since February 2020/FAB acquisition?
This advisor came from FAB
Who is Doug Schulte?
This is the 3rd leg of the stool for WM
What is Private Banking?
This is who you call if you have any WM questions (2)
Who are Corey Soppe and Melissa Winter?
These are the two companies GSCU partners with to deliver advisory services
This is what the role is called when GSTS is named as trustee of an estate
What is corporate trustee?
These two trust officers are attorneys
Who is Susan Ahlers Leman and Carla Hughes?
Like other areas of GSCU, WM can grow quickly through...
What is M&A activity?
GS offers WM in a _____-first approach
Members
This is the duplicate service that GSTS and WM can provide members
What is (1) investment services or (2) financial planning?
This is the duplicate service that GSTS and WM can provide members
What is (1) investment services or (2) financial planning?
This is the Father/Son team of WM advisors
Who are Jim and James Wachendorf?
These are 3 key internal partners for WM
What are insurance, commercial and mortgage?
What is eMoney?