William Bohn
WB

William Bohn

Linkedin Profile
EVP - Wealth Management, Private Client & Trust Services at Nicolet National Bank | Kaukauna, Wisconsin, United States
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About William Bohn

  • William Bohn serves as the Executive Vice President of Wealth Management, Private Client, and Trust Services at Nicolet National Bank, where he plays a pivotal role in shaping the bank's strategic vision and operational excellence. With a robust background in banking, insurance, and corporate law,...
    William Bohn serves as the Executive Vice President of Wealth Management, Private Client, and Trust Services at Nicolet National Bank, where he plays a pivotal role in shaping the bank's strategic vision and operational excellence. With a robust background in banking, insurance, and corporate law, William leverages his extensive expertise in mergers and acquisitions, financial risk management, and strategic financial planning to drive growth and enhance client satisfaction. His leadership is characterized by a commitment to delivering exceptional service, fostering talent development, and maximizing shareholder value. At Nicolet, William oversees a diverse range of key projects aimed at expanding the bank's wealth management offerings and enhancing private client services. His strategic direction has led to the implementation of innovative financial solutions that cater to the unique needs of high-net-worth individuals and families. By focusing on trust and investment services, he ensures that clients receive tailored advice and comprehensive support in navigating complex financial landscapes. William's proficiency in due diligence and risk management is instrumental in guiding the bank through the intricacies of corporate transactions and regulatory compliance. His collaborative approach fosters a culture of continuous improvement within his teams, empowering them to excel in delivering personalized financial strategies. As a member of the executive leadership team, he actively participates in corporate development initiatives, ensuring that Nicolet National Bank remains at the forefront of the financial services industry while maintaining its commitment to community engagement and responsible banking practices.
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  • William Bohn Work

    • EVP - Wealth Management, Private Client & Trust Services at Nicolet National Bank in April 2024 to Present
    • Partner & CEO - USI Community Agencies at USI Insurance Services in July 2020 to April 2024
    • EVP - Wealth Management & Institutional Services at Associated Bank in July 2014 to July 2020
  • William Bohn Skills

    • InsuranceMergersCorporate Law
      Employee BenefitsDue DiligenceRiskFinancial RiskBusiness StrategyContract NegotiationFinancial ServicesHealth InsuranceLeadershipMergers & AcquisitionsRisk ManagementStrategic Financial PlanningFinancial PlanningDisability InsuranceBankingUnderwritingStrategic Planning

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  • About William Bohn's Current Company

  • Frequently Asked Questions about William Bohn

    • What is William Bohn email address?
      Email William Bohn at w***n@nicoletbank.com. This email is the most updated William Bohn email found in 2025.
    • How to contact William Bohn?
      To contact William Bohn send an email to w***n@nicoletbank.com. (updated on October 29, 2024)
    • What company does William Bohn work for?
      William Bohn works for Nicolet National Bank
    • What is William Bohn's role at Nicolet National Bank?
      William Bohn is EVP - Wealth Management, Private Client & Trust Services
    • What is William Bohn's Phone Number?
      William Bohn's phone (414) ***-*327
    • What industry does William Bohn work in?
      William Bohn works in the Banking industry.

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