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Associated Bank Expands Wealth Management Offering

Devina Shah

7 September 2010

Associated Bank has made three senior hires to its wealth management group in Wisconsin, strengthening its private client offering, according to media reports.

David Heller will lead a team of private bankers serving clients throughout southeastern and south central Wisconsin, as senior vice president, private banking group manager. Heller was latterly vice president and wealth management advisor with the private client reserve group at US Bank in Milwaukee, Wisconsin.

Ryan Heckman joins the firm as vice president and private banking relationship manager for the Milwaukee and Madison markets. In this role, Heckman will be responsible for managing and developing a book of business in the Milwaukee market and will assist Heller in developing and growing the Madison market. Before joining Associated, Heckman held the position of wealth management advisor with US Bank.

Wendy Carlson joins as vice president, private banking relationship manager. She will be based in the Milwaukee market, where she has more than two decades of experience in the financial sector. Before joining Associated, Carlson held a number of positions with Wells Fargo Bank.