MILWAUKEE – October 24, 2013 – Jeffrey Green has joined Associated Private Client Services as vice president, personal trust relationship manager, where he is responsible for business development and administration of personal trust accounts. He focuses on providing comprehensive wealth management services to corporate executives, business owners and high-net-worth individuals in southeast Wisconsin with an emphasis on fiduciary and estate planning needs.
Spending seven years in finance, Green formerly served as vice president, personal trust officer, with U.S. Bank. In this role he managed a fiduciary book of business, consisting of 250 irrevocable and revocable Trusts, IRA’s, and investment management accounts. He graduated Cum Laude with a bachelor’s degree in history and political science from Miami University and the Chicago Kent College of Law earning his Juris Doctorate degree.
Professionally, Green is a Certified Financial PlannerTM professional and a member of the Wisconsin and Illinois bar associations. His office is located at 330 E. Kilbourn Ave.
Paul Zahour has been hired as vice president, business development officer, with Associated Institutional Trust Services. In this role, he is responsible for identifying retirement plan business opportunities in southeastern Wisconsin and Chicago markets.
Zahour has over 35 years of experience in financial planning and tax efficient investment solutions. He specializes in packaging and servicing 403(b) thrift, 401(k), profit sharing, money purchase pension, defined benefit pension and 457 retirement plans. Licensed in FINRA Series 6 and 63 life and health insurance licenses, Zahour additionally holds the designation of certified retirement service professional.
A graduate of the University of Wisconsin – Whitewater, Zahour earned a Bachelor of Business Administration degree in finance and a Master’s in Business Administration degree from Xavier University.
Professionally, Zahour serves as a member of the Greater Milwaukee Employee Benefit Council, Wisconsin Retirement Planning Professionals, and the Metro Milwaukee – Society for Human Resource Management.