Heartland Financial has appointed Kelly Johnson to the newly-created position of executive vice president of private client services.
Johnson joins Heartland with more than 25 years of experience in the financial services industry. Most recently, he served as Executive Vice President of Wealth Management at Umpqua Holdings, a $22 billion bank holding company headquartered in Portland, Oregon.
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At Umpqua, he developed and led the wealth management divisions of Private Banking, Trust Services, Wealth Planning and Investment Services. His experience includes executive positions with RBC Wealth Management (formerly Dain Rauscher) in Oregon, Iowa and Minnesota and with UBS Wealth Management (formerly Paine Webber) in Minnesota.
Mr. Johnson will report to Douglas J. Horstmann, Heartland Executive Vice President and President and CEO of Dubuque Bank and Trust Company. Johnson will be responsible for leading the company’s Wealth Management, Investment Services, Insurance Services and Private Banking divisions at all Heartland subsidiary banks.
"We are delighted to welcome Kelly to our executive team," stated Horstmann. "He brings extensive experience in all areas of wealth management with successful and highly-respected financial institutions. His background in larger organizations will be invaluable as Heartland executes its expansion strategies."
Johnson earned a BS degree in Business and his MBA in Management at the University of Minnesota. He is a graduate of the Securities Industry Institute at the Wharton School, University of Pennsylvania.
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