Marissa Bormann
Director of Operations
Years of Experience:
Educational Background
- University of Iowa, studied Business
Other Notable Information
- Marissa was in the Leadership Program for Corridor Women Connect.
- Marissa started in banking for Wells Fargo in Edmonds, Washington, in 2012. In 2013, she transferred to the Wells Fargo Branch in Cedar Rapids, Iowa. There she held various positions before transferring to Wells Fargo’s Private Bank division. As a senior client associate she assisted clients with high net worth and trust accounts.
- Marissa is married to her husband, Kyle. They have a daughter named Marlie and two dogs, Myla, a Maltese Poodle; and Klancy, a Labradoodle.
- Marissa enjoys traveling, being outdoors, and most important, spending time with family and friends.
Personal Q&A
What do you consider your biggest accomplishment at Private Wealth?
Becoming Director of Operations
Where are you from? Where did you grow up?
From Cedar Rapids, IA – left after college and lived in Dallas, TX & Seattle, WA, but back to Cedar Rapids I went.
What are your hobbies or favorite things to do in your free time?
I love shopping, traveling, hiking, drinks on the patio, being outdoors, vintage markets and thrifting.
Favorite TV show, movie, or band?
I love all Reality TV and all music except country.
What motivates you or makes you happiest in your role?
I love helping our team ensure our clients are pleased and solving any problems that may arise. I love our team and our culture.
What is the best piece of financial advice you ever received?
Invest in yourself and your future.
Where is the coolest place you’ve ever visited, or want to visit?
We had a blast traveling through Europe and the UK. I would love to see Italy and take a cruise.
Favorite Food?
Ice Cream
Tell us about your family, pet(s) or give a fun fact about yourself!
Married to Kyle with two kids: Marlie (4) and Kane (1). We also have two dogs: Maltese Poodle Myla (13) and Labradoodle Klancy (5)