Brian Bergquist

Finance

Consumer Services

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	-

See the detail of Brian Bergquist's experience

Training of Brian Bergquist

Henry B. Tippie College of Business

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies