Brian McCleary
East Dubuque
Summary
Dynamic financial leader with extensive experience at MidWestOne Bank, excelling in business development and client relationship management. Expert in portfolio management and investment strategies, I successfully managed a substantial book of business while mentoring colleagues to enhance team performance. Proven ability to drive results through effective communication and tailored financial solutions.
Overview
16
16
years of professional experience
1
1
Certification
Work History
VP - Private Wealth
MidWestOne Bank
Dubuque
01.2010 - 09.2025
- Responsible for business development and relationship management. Managed one of the biggest books of business in the organization.
- Met with clients and prospects to discuss investment and planning strategies.
- Suggested portfolio changes based on a client's needs and timeline.
- I mentored others within the department.
Education
Bachelor of Arts - Business Adminstration
Iowa Wesleyan College
Mt Pleasant, IA05-1996
Skills
- Financial analysis
- Portfolio management
- Investment strategies
- Client relationship management
- Business development
- Effective communication
Affiliations
- Avid golfer
- Basketball Coach and Official
Certification
- Series 7, 6 and 63 licenses
- Insurance licensed
Timeline
VP - Private Wealth
MidWestOne Bank
01.2010 - 09.2025
Bachelor of Arts - Business Adminstration
Iowa Wesleyan College
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