WoodTrust Bank
Brandee K. has over 15 years of diverse experience in the financial and insurance industries, currently serving as a Retirement Plan Benefits Processor and Assistant Controller at WoodTrust Bank since December 2018. Previous roles include Underwriter at AIG, where responsibilities encompassed processing renewals and managing large brokerage accounts, and various positions at Travel Guard, such as Underwriting Supervisor and World Service Center Team Leader, focusing on staff management and service level maintenance. Brandee's earlier career includes customer-facing roles at Metrobank, Associated Bank, and Lands' End, highlighting a strong foundation in customer service and sales. Brandee holds a Bachelor of Science degree in Business Administration and Psychology from the University of Wisconsin-Stevens Point.
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WoodTrust Bank
WoodTrust Bank engages in a wide variety of financial service activities on behalf of a diverse group of corporate, family, individual and not-for-profit customers. The company serves approximately $5.3 billion in client assets and in the past has been named the #1 community bank holding company in the United States by U.S. Banker magazine. WoodTrust Bank is a $600 million full-service commercial bank that has been independently owned and operated since 1891, specializing in business and consumer banking. The company offers a comprehensive suite of banking products and services and has consistently been a major source of credit to a variety of businesses throughout central and northern Wisconsin. In addition to banking services, WoodTrust Bank is also a relationship-based trust company and investment management firm. WoodTrust Asset Management manages approximately $4.7 billion in assets, servicing over 1,500 client accounts in 35 states. The company’s trust and investment group has experienced solid growth during the past decade and is well positioned to offer investment management, personal trust, private banking, and retirement plan services to a wide variety of customers.