Private Banking Specialist
Chad Delfosse, private banking specialist in the Boulder office, is responsible for assisting in meeting new business goals by helping to generate leads, follow-up on prospective clients, and assist in developing a network of referral sources. Chad will adopt the service standards of FWTB and implement them through direct and indirect interaction with clients while supporting all activities performed by the office team including lending, deposits and investment management.
Prior to Joining First Western Trust, Chad has gathered financial skills and experience with, over 10 years of working in the industry. Chad previously worked for AFLAC, as an insurance agent, and Well Fargo, as a home mortgage consultant, branch manager, and regional private banker. Chad was then recruited by First Western Trust to a private banking role in November of 2017.
Getting to Know Chad
What do you like most about what you do?
I like to help to help people reach their goals whether that be financially, professionally, or personally.
What is your idea of perfect happiness?
My perfect idea of happiness is providing the opportunity for my children to pursue what they are passionate about. Much of my happiness comes from watching them achieve their goals and the pride it brings to them.
What is your motto?
Enjoy and be thankful
Credentials
- Bachelor of Science in Zoology from Colorado State University.
- Notary Public.
Involvement
- Volunteer, Habitat for Humanity.
- Volunteer, Longmont Humane Society.