Josh Huseman

Vice President, Business Advisory Services at First National Bank of Omaha

Josh Huseman has a diverse work experience spanning over 15 years. Josh began their career in 2006 as a Commercial Real Estate Broker at Champion Realty Advisors, where they focused on the I-88 commercial and industrial sectors. Josh worked with clients who were publicly traded Real Estate Investment Trusts (REITs), some managing over 100 million square feet.

In 2007, Josh joined the First National Bank of Omaha as a Cash Management Sales Manager. In this role, they provided expert advice to businesses for their cash management needs, with a focus on electronic and paper transactions, risk management, liquidity management, and supporting the bank's deposit pricing and ALCO (Asset Liability Committee) functions.

In 2012, they transitioned to the role of Director, Wealth Management at First National Bank. Josh managed the Illinois Private Banking and Wealth Management office, offering advisory services to business owners and their families. Josh provided expertise in wealth management and banking needs and built strong relationships with clients by delivering exceptional knowledge and understanding of their unique financial situations. Josh held this position until December 2020.

Currently, Josh serves as the Vice President of Business Advisory Services at First National Bank of Omaha. Acting as the practice leader for FNBO's Business Owner Advisory Services group, they help business owners identify obstacles preventing them from planning for their future transitions. This involves providing support and guidance to facilitate incremental progress towards their goals. Josh also assists owners and family members in navigating critical conversations related to family business decision making.

Josh Huseman is a CEPA® (Certified Exit Planning Advisor) and AWMA® (Accredited Wealth Management Advisor).

Josh Huseman, CEPA®, AWMA®, earned a Bachelor of Science (B.S.) degree from Northern Illinois University in 2004. In 2019, they obtained the AWMA Accredited Wealth Management Advisor certification from the College for Financial Planning. Josh also holds additional certifications as a Certified Exit Planner (CExP) from BEI | Exit Planning and as a Certified Exit Planning Advisor (CEPA) from the Exit Planning Institute.

Links

Timeline

  • Vice President, Business Advisory Services

    January, 2021 - present

  • Director, Wealth Management

    January, 2012

  • Cash Management Sales Manager

    July, 2007

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