People Moves
Two Appointments At US Bank's Private Client Reserve In California, Wisconsin
US Bank Wealth Management has named Sara Dorosti as a trust relationship manager in San Francisco, CA, and Alex Kramer as Milwaukee, WI, market leader, both for the Private Client Reserve, the firm’s high net worth unit.
US Bank Wealth Management has named Sara Dorosti as a trust relationship manager in San Francisco, CA, and Alex Kramer as Milwaukee, WI, market leader, both for the Private Client Reserve, the firm’s high net worth unit.
Kramer was previously a wealth management advisor and managing director in Milwaukee and now leads a team of wealth management professionals providing investment management, private banking, trust and estate services and wealth planning to high net worth clients in the region. He reports to Michael Ott, president and central region president of the PCR.
Before joining the PCR, Kramer was a sales manager at Johnson Bank Wealth Management, where he led sales strategies and teams throughout Wisconsin and Arizona. He has also worked at Credit Suisse Securities and Harris Private Bank.
Meanwhile, Dorosti brings to the PCR experience in trust management, estate planning and contract negotiations. She was latterly an associate attorney with Pillsbury Winthrop Shaw and Pittman in Palo Alto, CA.
The Private Client Reserve of US Bank serves individuals and families with at least $1 million in investable assets.
