Professional Overview
Janice Wolters is a seasoned financial expert serving as the Managing Director - Private Wealth Advisory, St. Louis Market. Her key expertise areas include wealth management, private wealth advisory, and cross-border tax planning, with a strong industry focus on private wealth advisory and financial services.
Experience Summary
Current Role
Janice Wolters is currently the Managing Director - Private Wealth Advisory, St. Louis Market at Busey, a position she has held since 2017. Her key responsibilities include overseeing private wealth advisory services for high net worth individuals and families in the St. Louis market. Although specific achievements in this role are not provided, her leadership in this position underscores her expertise in managing complex financial portfolios and advising on wealth management strategies.
Career Progression
Janice's career trajectory showcases significant growth and responsibility. Prior to her current role, she served as Senior Vice President - Wealth Advisor at Enterprise Bank & Trust from 2012 to 2017 and as Senior Vice President - Wealth Management Advisor at U.S. Bank from 2007 to 2012. Earlier in her career, she held senior management positions at KPMG Canada and KPMG US, focusing on cross-border tax planning and personal financial planning. These roles demonstrate her ascending career path and expanding areas of expertise.
Areas of Expertise
Janice possesses industry-specific skills in wealth management, tax planning, and compliance. Her technical competencies include cross-border tax planning and personal financial planning. As a seasoned leader, she has developed strong leadership and management capabilities, evident from her senior roles at prestigious financial institutions.
Professional Impact
While specific notable projects or initiatives are not detailed, Janice's professional impact is inferred from her leadership positions and the trusted advisory roles she has held. Her contributions to the financial services industry are significant, given her extensive experience and expertise in managing private wealth and advising on complex financial matters.
Conclusion
Janice Wolters' professional trajectory is marked by consistent growth, deepening expertise, and expanding leadership roles within the financial services sector. Currently, her focus is on providing high-level private wealth advisory services to clients in the St. Louis market. Her value proposition lies in her comprehensive understanding of wealth management, tax planning, and her ability to lead and advise with precision and expertise, making her a valuable asset to her clients and her organization.
