“Rory brings strong, valuable experience to our trust and administration team,” said Brendan Freeman, President – Private Wealth. “We are pleased she joined us and expect our clients to be impressed with her knowledge and passion for helping them achieve their priorities.”
Prior to working at First Business Bank, Rory served as Commissioner (Chair) of the State of Wisconsin Tax Appeals Commission where she adjudicated tax cases and authored numerous legal decisions. Prior to her appointment to the Commission, Rory was a Vice President & Trust Officer for SVA Plumb Trust Company/SVA Plumb Financial for ten years and a Vice President at M&I Trust Company (now BMO) for five years. In her prior roles as a senior trust officer in the Madison and Milwaukee markets, Rory worked with both institutional and high net worth individual clients on issues involving estate and tax planning, trust administration, various aspects of financial analysis, investment management, and retirement planning. Rory also played key roles in the business development/proposal process for nonprofits and trust and investment prospects.
Rory has served as a volunteer and board member for a variety of organizations, including the Juvenile Diabetes Research Foundation. She is an avid snow skier and tennis player and is currently the Edgewood High School Girls Varsity Assistant Coach. She and her husband have two sons and live in Madison, WI.
About First Business Bank
First Business Bank specializes in Business Banking, including Commercial Banking and Specialty Finance, Private Wealth, and Bank Consulting Services, and through its refined focus delivers unmatched expertise, accessibility, and responsiveness. Specialty Finance solutions are delivered through First Business Bank’s wholly owned subsidiary First Business Specialty Finance, LLC. First Business Bank is a wholly owned subsidiary of First Business Financial Services, Inc. (Nasdaq: FBIZ). For additional information, visit firstbusiness.bank.