Molly Bock
Client Relationship Specialist
Years of Experience:
Educational Background
- University of Northern Iowa, BA, Education
Other Notable Information
- Niche is developing and maintaining new and ongoing client relationships ensuring elevated service levels
- Investment portfolio review/maintenance expertise
- Securities trading execution expertise
Personal Q&A
What quality/qualities make you stand out to your clients or coworkers?
I have great communication skills, the ability to adapt to change, and dedication to get the job done, ensuring our clients are well taken care of.
What do you consider your biggest accomplishment at Private Wealth?
Helping implement processes and procedures prior to our company launch.
Where are you from? Where did you grow up?
Algona, IA
What are your hobbies or favorite things to do in your free time?
I enjoy bike riding on the trails with friends, spending time with family and anything that involves being outside.
Favorite TV show, movie, or band?
For shows, any documentary; for music, I’m a big country music fan.
What motivates you or makes you happiest in your role?
Helping others and making a difference.
What is the best piece of financial advice you ever received?
Invest in yourself.
Where is the coolest place you’ve ever visited, or want to visit?
Ireland: I visited with extended family and was able to see where my grandpa grew up.
Favorite Food?
Tacos or any Mexican food.
Tell us about your family, pet(s) or give a fun fact about yourself!
I’m married to Ryan and we have two kids – Olivia (13) & Corbin (10).