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100 E. Kimberly Road
Davenport, IA 52806
1454 W. Locust Street
Davenport, IA 52804
2550 Middle Road
Bettendorf, IA 52722
Northwest Bank & Trust Company
Investment Management Group
In the Investment Management Group, our role as a fiduciary is our culture. As a fiduciary, we are held to a higher standard and are required by law to act in the best interest of our clients, avoiding conflicts of interest, and handling their duties with prudence, loyalty and care. Simply stated, we put the needs of our clients first.
Our highly qualified team of professionals has over 200 years of financial management experience. We can assist you in building your wealth and creating a strategy to preserve it for you and your loved ones. We can collaborate with you in designing your company’s retirement plan to create the most benefits for you and your employees. If you are looking for a long term financial partner that tailors investment services to your personal objectives, we invite you to contact anyone of our Investment Management Group team members.
You may contact Dan by phone at 563.388.2575 or email him at email@example.com.
Karen Goodall, CSA
Vice President, Trust Officer
Karen has over 35 years of banking experience encompassing all aspects of trust management and administration. She is a graduate of the National Graduate Trust School at Northwestern University. She also holds the designation of CSA (Certified Senior Advisor). Karen is actively involved in the community and has served over the years in various functions for civic and charitable organizations.
You may contact Karen by phone at 563.388.2530 or email her at firstname.lastname@example.org.
You may contact Janet by phone at 563.388.2631 or email her at email@example.com.
You may contact Trista by phone at 563.388.2558 or email her at firstname.lastname@example.org.
You may contact Heather by phone at 563.388.2536 or email her at email@example.com.
You may contact Karrie by phone at 563.388.2594 or email her at firstname.lastname@example.org.
You may contact Joe by phone at 563.388.2577 or email him at email@example.com.
Assistant Vice President, Commercial Investment Officer
Margaret manages the Commercial Investment Department of Northwest Bank & Trust Company. She has 30 years of banking experience at Northwest Bank & Trust serving in the Operations and Investment Management Group departments. She manages the bank’s Investment Portfolio and Cash Management areas, coordinates and serves on the bank’s Asset Liability Committee and serves on the Trust Investment & Account Review Committee. Margaret graduated from Eastern Illinois University with a B.S. in Business (Finance), the Graduate School of Banking at the University of Wisconsin Madison and the ABA National School of Bank Investments & Financial Management.
You may contact Margaret by phone at 563.388.2601 or email her at firstname.lastname@example.org
• Are not insured by the FDIC or any other federal government agency
• Are not deposits of or guaranteed by the bank or any bank affiliate
• May lose value
© 2013 Northwest Bank & Trust
P.O. Box 8001 | Davenport, Iowa 52808-8001