Alissa is a Client Service Manager in First National Bank’s Wealth Management group. Her focus is administering investment management accounts and individual retirement accounts for high net worth individuals, while assisting them with their overall relationship with the bank.
Credentials
Alissa joined First National Bank in 2011 after relocating to Omaha from Kansas City. She has more than 15 years of experience in the trust and financial services industry, where she held roles in mutual fund and cash management operations, operations management, HSA administration, and IRAs.
Originally from Northeast Iowa, Alissa is a graduate of University of Northern Iowa where she holds a Bachelor of Arts in Finance. She holds a Certified IRA Services Professional certification from the Institute of Certified Bankers.
Passions
Alissa finds true joy in visiting family near and far. Along with her husband and son, she likes to travel, and hope to one day travel cross country in an RV. When she’s not reading children’s books to her son, you can find her boating with her family or volunteering at events in the community sponsored by FNB.
I love my career because I’m able to help others achieve their financial goals to ultimately do more of what makes them happy.