Marissa Bormann
Director of Operations
Marissa began her career in banking with Wells Fargo in Edmonds, Washington, in 2012. In 2013, she transferred to the Wells Fargo branch in Cedar Rapids, Iowa, where she held various roles before moving into Wells Fargo’s Private Bank division. As a Senior Client Associate, she worked closely with high-net-worth individuals and trust clients, providing comprehensive support and exceptional service.
Today, Marissa serves as the Director of Operations for Private Wealth, where she oversees the firm’s operational functions, ensuring efficient processes, regulatory compliance, and an exceptional experience for both clients and the internal team. She is passionate about creating scalable processes, supporting advisors and staff, and driving operational excellence across the organization.
Outside of work, Marissa enjoys traveling, spending time outdoors, and shopping. Most importantly, she cherishes time with her family and friends. She and her husband, Kyle, have two children, a daughter named Marlie and a son named Kane.
Years of Experience:
Educational Background
- University of Iowa, Business
Community Involvement
Personal Q&A
What do you consider your biggest accomplishment at Private Wealth?
My greatest accomplishment is helping build processes and a team that consistently exceeds our clients’ expectations. Every day we make a positive impact on a client’s experience or solve a challenge together is a success in my book.
Where are you from? Where did you grow up?
I’m originally from Cedar Rapids, Iowa. After college, I had the opportunity to live in Dallas, Texas, and Seattle, Washington, but Cedar Rapids has always felt like home, and I was excited to return and raise my family here.
What are your hobbies or favorite things to do in your free time?
I love all kinds of shopping—from vintage markets and thrift stores to local boutiques. I also enjoy traveling, hiking, spending time outdoors, and relaxing on a patio with family and friends. Most importantly, I cherish making memories with the people I love.
Favorite TV show, movie, or band?
I enjoy a little bit of everything, but my favorite experiences are attending live concerts with family and friends. There’s nothing better than great music and making memories together.
What motivates you or makes you happiest in your role?
I’m passionate about helping our team deliver an exceptional client experience and finding solutions that make our processes better. I truly enjoy collaborating with our incredible team and am proud of the culture we’ve built at Private Wealth Asset Management.
What is the best piece of financial advice you ever received?
Invest in yourself and your future. The time, energy, and resources you put into personal and professional growth often provide the greatest return.
Where is the coolest place you’ve ever visited, or want to visit?
One of my favorite experiences was backpacking through Europe and the United Kingdom with my husband, Kyle. We still have plenty of destinations on our list, especially Italy, and we’re excited to explore more of the world together—including trying out a few cruises along the way.
Favorite Food?
Without a doubt—ice cream! There’s always room for dessert.
Tell us about your family, pet(s) or give a fun fact about yourself!
I’m married to my husband, Kyle, and together we have two wonderful children, Marlie and Kane. As a family, we love exploring Iowa, taking road trips, and discovering new places and adventures together.