ALBUQUERQUE, N.M., Feb. 23, 2015 (GLOBE NEWSWIRE) -- New Mexico Bank & Trust announces the appointment of Patrick Schaefer, JD, CTFA, to Senior Vice President and Market Leader of the bank's Wealth Advisory Services.
Schaefer brings extensive knowledge and experience in the areas of fiduciary services, investment management, financial planning and wealth transition. He will build on more than 30 years experience in the Trust and Investment industry, and comes to NMBT from his most recent role as Regional Manager of Investment and Fiduciary Services with Wells Fargo Bank.
"Patrick has a proven track record of successful financial planning and managing significant investment portfolios," says Greg Leyendecker, New Mexico Bank & Trust President and CEO. "He brings a great deal of practical experience and knowledge that adds even more important services to our clients."
Schaefer earned his B.S. from the University of Colorado and J.D. from Creighton University Law School. He also holds the Claritas Investment Certificate from the CFA Institute and is a member of the American Bar and New Mexico and Nebraska State Bar Associations. He serves as Chairperson of the New Mexico Bankers Association Trust Committee and member of the New Mexico Estate Planning Council.
About New Mexico Bank & Trust
New Mexico Bank & Trust, a subsidiary of Heartland Financial USA, Inc., is a community bank with assets over $1.0 billion and 17 offices located in Albuquerque, Los Lunas, Rio Rancho, Santa Fe, Clovis and Portales. They offer a wide array of deposit, loan and access to investment products and services to fulfill the needs of the consumers and businesses wanting top quality financial products and great customer service. Visit www.nmb-t.com or call 505.830.8100 to learn more. New Mexico Bank & Trust is a member of FDIC and an Equal Housing Lender.
About Heartland Financial USA, Inc.
Heartland Financial USA, Inc. is a $6.0 billion multibank holding company providing banking, mortgage, wealth management, investment, insurance and consumer finance services to individuals and businesses. Heartland currently has 86 banking locations in 63 communities in Iowa, Illinois, Wisconsin, New Mexico, Arizona, Montana, Colorado, Minnesota, Kansas and Missouri and loan production offices in California, Nevada, Wyoming, Idaho, North Dakota, Oregon, Washington and Nebraska. Additional information about Heartland Financial USA, Inc. is available at www.htlf.com.
CONTACT: Derek Bradt Private Client Services Marketing Officer 563.589.2134 firstname.lastname@example.orgSource:Heartland Financial USA, Inc.