Curtis will oversee strategy, sales and overall financial results of the retail investment advisory business. He will also work closely with Associated’s Private Client and Consumer Banking segments to ensure “seamless delivery of a full range of investment solutions to customers,” the bank said in a statement.
Curtis joins Associated from BMO Financial Group/M&I where he worked for more than 30 years. The last 25 years he worked within the bank’s retail investment business, serving most recently as chief operating officer of M&I Financial Advisors, according to Associated.
“His [Bill’s] experience and expertise will help to further guide our retail investment team to ensure customers have every opportunity to enhance their financial well-being by identifying investment solutions appropriate to the customers’ goals and needs,” David Stein, executive vice president and head of Retail Banking, said in a statement.
Associated Banc-Corp is headquartered in Green Bay, Wis. It has more than 250 banking locations in more than 150 communities throughout Wisconsin, Illinois and Minnesota.
