Brian Bergquist
Profile
Mr. Brian Bergquist is Trust & Wealth Management Investment Officer at Hills Bank & Trust Co. He specializes in investment management of personal trust, IRA and Roth IRA, non-profit foundations and endowment portfolios, financial and retirement planning, IRA and Roth IRA rollovers and transfers, and TIAA-CREF retirement planning.
Mr. Bergquist was previously employed as Assistant Customer Service Manager by Bank of the West (San Francisco, CA Investment Management).
He received his undergraduate degree from Henry B.
Tippie College of Business.
Former positions of Brian Bergquist
Companies | Position | End |
---|---|---|
Hills Bank & Trust Co. (Investment Management)
Hills Bank & Trust Co. (Investment Management) Investment ManagersFinance Hills Bank & Trust Co. (Investment Management) (HBT-IM) is the wealth management division of Hills Bank & Trust Co., a full-service commercial bank headquartered in Hills, Iowa. The bank was founded in 1904 and is a wholly owned subsidiary of Hills Bancorp (OTCMKTS: HBIA). HBT-IM provides wealth management services to private clients. | Portfolio Manager-Equities | 2017-01-31 |
Bank of the West (San Francisco, CA Investment Management)
Bank of the West (San Francisco, CA Investment Management) Investment ManagersFinance Bank of the West is an investment management firm headquartered in San Francisco, California. Founded in 1874, the firm is a wholly-owned subsidiary of BancWest Holding, Inc., ultimately held by BNP Paribas SA (EPA: BNP, NASDAQ: BNPQY) in France. Bank of the West provides investment management services for corporate and institutional clients. | Corporate Officer/Principal | - |
Training of Brian Bergquist
Henry B. Tippie College of Business | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 2 |
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Hills Bank & Trust Co. (Investment Management)
Hills Bank & Trust Co. (Investment Management) Investment ManagersFinance Hills Bank & Trust Co. (Investment Management) (HBT-IM) is the wealth management division of Hills Bank & Trust Co., a full-service commercial bank headquartered in Hills, Iowa. The bank was founded in 1904 and is a wholly owned subsidiary of Hills Bancorp (OTCMKTS: HBIA). HBT-IM provides wealth management services to private clients. | Finance |
Bank of the West (San Francisco, CA Investment Management)
Bank of the West (San Francisco, CA Investment Management) Investment ManagersFinance Bank of the West is an investment management firm headquartered in San Francisco, California. Founded in 1874, the firm is a wholly-owned subsidiary of BancWest Holding, Inc., ultimately held by BNP Paribas SA (EPA: BNP, NASDAQ: BNPQY) in France. Bank of the West provides investment management services for corporate and institutional clients. | Finance |
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