Teams at Fnbo

The Sr. Associate, Investments and Planning advises affluent clients on investments, assesses their financial situations, and develops business networks.

Serve as the Hogan loan servicing system expert, resolving escalated production issues, making configuration changes, coordinating vendors/IT, leading medium-to-large projects, gathering requirements, testing, developing reports, training end users, and supporting roadmap and compliance activities.

Advise affluent clients on investment management, fiduciary advice, financial and succession planning; grow business through prospecting and referral networks; collaborate with internal specialists to deliver comprehensive solutions.