Marissa Bormann serves as the Director of Operations at Private Wealth Asset Management, drawing on a career that began at Wells Fargo. She progressed through roles in their Private Bank division, assisting high-net-worth clients, and earned a degree in Business from the University of Iowa.
Outside of work, Marissa enjoys an active lifestyle that includes traveling, hiking, and being outdoors. She has a passion for shopping, especially at vintage markets and thrift stores. She is married with a daughter and two dogs, and loves spending time with family and friends.
After college, Marissa lived in Dallas, TX, and Seattle, WA, before returning to her hometown of Cedar Rapids, Iowa.
Marissa Bormann
Director of Operations at Private Wealth Asset Management
Cedar Rapids, Iowa, United States
Overview
Topics They Care About
Client Satisfaction
Her role is focused on ensuring clients are pleased and solving any problems that may arise for her team and their clients.
Wealth Management
Her entire career, from Wells Fargo's Private Bank to her current Director role, has been centered on serving high-net-worth individuals and families.
Outdoor Activities
She lists traveling, hiking, and generally being outdoors among her favorite things to do in her free time.
Media Appearances
Marissa has no verified media appearances
Work History
10-2022
Director of Operations at Private Wealth Asset Management
9-2021 - 10-2022
Senior Client Associate at Private Wealth Asset Management
9-2017 - 9-2021
Client Associate at Wells Fargo Private Bank
11-2012 - 9-2017
Personal Banker 2 at Wells Fargo
2010 - 2012
Sales Associate at Dillard's Inc.
Education
Business from University of Iowa
More Information
Social Presence :
Prographics :
Exp : 16
Location : Cedar Rapids, Iowa, United States
Job Level : Mid-senior
Designation : Director of Operations at Private Wealth Asset Management
