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Shauna Bednar

Senior Associate at Northrock Partners, LLC

Inver Grove Heights, MN , United States

About

Shauna Bednar is a Senior Associate and Manager of Client Service at NorthRock Partners in Inver Grove Heights, MN, where she delivers strategic financial advice and comprehensive planning solutions to a diverse clientele. Her primary responsibilities include managing client relationships, overseeing trust and fiduciary matters, and ensuring clients receive tailored investment and wealth management strategies that align with their unique financial goals. Bednar holds the Certified Financial Planner (CFP®) and Certified Trust and Fiduciary Advisor (CTFA) credentials, reflecting her expertise in trust services, estate planning, and wealth transfer for high-net-worth individuals and families.

Before joining NorthRock Partners in 2021, Bednar served as AVP and Trust Officer at U.S. Bank from 2017 to 2021 and Trust Advisor and Private Wealth Management Officer at UMB Private Wealth Management from 2014 to 2017. Throughout her career, she has focused on trust administration, fiduciary oversight, and private wealth advisory, with deep experience serving individuals, families, and business owners across sectors such as banking, wealth management, and estate services.

Bednar earned her Bachelor of Business Administration from the University of North Dakota and is recognized for her service in the U.S. Air Force as a Flight Engineer on C130s. Her dedication to client advocacy, combined with her expertise in fiduciary and planning disciplines, positions her as a trusted advisor specializing in trust services, estate planning, and multi-generational wealth management for affluent clients.

Career History

OrganizationRoleDate RangeDetails
NorthRock PartnersSenior AssociateMay 2021 to Present
U.S. BankAVP and Trust OfficerJul 2017 to May 2021
Responsible for the efficient administration of over 300 trust and investment accounts for 70+ high net worth client relationships. These accounts consist of revocable trusts, Irrevocable trusts and ...
UMB Private Wealth ManagementTrust Advisor and Private Wealth Management OfficerNov 2014 to Jul 2017
Manage Investment Advisory and Retirement accounts for over 90 relationships, 160 accounts and 150 million dollars in assets under management in the Colorado and Arizona markets. Work with Private We...
UMB Private Wealth ManagementClient Engagement SpecialistNov 2012 to Nov 2014
Responsible for managing client on-boarding for the Colorado and Arizona Regions, this includes all elements of the experience from business approval, opening and funding of new accounts, assisting cl...
United States Air ForceFlight EngineerNov 2010 to Nov 2016
Responsible for pre-flight inspection through post-flight inspection. Monitor aircraft instruments during flight and address any system fluctuations or malfunctions, to include troubleshooting aircra...
Marshall and Ilsley Trust CompanyAssistant Trust AdministratorMar 2008 to Jun 2010
Responsible for client interactions regarding financial transactions and account status. Worked with third parties such as attorneys, government officials, and other trust company employees to fluidl...
Marshall & Ilsley Trust CompanyTrust Operations SpecialistMar 2007 to Mar 2008
Responsible for processing stock dividends on all M&I trust accounts, including over 32 outsourcing companies. Oversaw posting transactions to ensure error free processing as well as worked with outs...

Education

The University of North Dakota

Bachelor of Business Administration (BBA)

2002 2006

Skills & Expertise

Banking
Investments
Outlook
Microsoft Excel
PowerPoint
Customer Service
Microsoft Word
Microsoft Office
Leadership
Project Management
Process Improvement
Data Analysis
Recruiting
Onboarding
Event Planning
Relationship Management
Financial Analysis
Management
Financial Services
Portfolio Management
Credit

Others at Northrock Partners, LLC (6)

NameRoleLocation
Brent Field
Brent Field
Chief Investment OfficerMinneapolis, MN , United States
Cuc Nguyen
Cuc Nguyen
AssociateSaint Paul, MN , United States
Jackson Sattervall
Jackson Sattervall
Investment AnalystMinneapolis, MN , United States
Naomi Leung
Naomi Leung
Senior AssociateCA , United States
Sam Rademacher
Sam Rademacher
AssociateMinneapolis, MN , United States
Theodore Bauer
Theodore Bauer
TreasurerMinneapolis, MN , United States

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