YPD Monthly Luncheon
Name: YPD Monthly Luncheon
Date: July 19, 2017
Time: 11:45 AM - 1:00 PM CDT
Registration: Register Now
Join us for the YP Monthly Luncheon featuring presenter Kurt Wedewer, Senior Executive Vice President, Assistant Manager for the Financial Management Group at American Trust, and his topic: "How to Get from Here to There."
Kurt joined American Trust in 1997 to manage the Retirement Division, a key area of the Financial Management Group (FMG). He led American Trust Retirement to become one of the top retirement plan providers in the nation while receiving consistent recognition from PLANSPONSOR® magazine. In 2016, Kurt assumed responsibility for FMG, which is comprised of investment management, wealth management, and retirement functions. He is responsible for the development and retention of those areas, including investments and its administration, while pursuing the objectives of profit and quality service to customers. Today, FMG has over $2.39 billion in assets under management and leads more than 110 professionals. Kurt is also a member of the bank’s executive management team and is instrumental in strategic planning for the Financial Management Group and for the bank.
Kurt graduated from the University of Northern Iowa with a Bachelor of Arts degree in Finance. He was awarded the Certified Employee Benefit Specialist designation by the Wharton School of Business and received the Retirement Plan Specialist designation in 2001.