Milwaukee – August 2011
Alumni luncheon brings over 450 of
US together
May 18, 2011, current and former
On
U.S. Bankers reunited for the fourth annual
luncheon in Milwaukee.
Previous Experience: Prior to joining
U.S. Bank, Joe was a senior vice president and
managed Wells Fargo Bank’s Chicago office
from 1985 until 1992. This office was Wells
Fargo Bank’s largest real estate office outside
California, with loan commitments of over $2.0
billion. From 1983-1985, Joe worked in Wells
Fargo Bank’s then newly opened Washington,
D.C. office as vice president.
About your speaker:
Joseph (Joe) Hoesley
Professional Affiliations: Joe is currently a
board member of the Church of Ascension and
is also serving as a trustee of the Center for
Urban Land Economics Research University of
Wisconsin-Madison. He is also a past trustee
of the International Council of Shopping
Centers (ICSC) and a former board member of
Catholic Charities of Minneapolis-St. Paul, and
a member of numerous other professional and
civic organizations.
Education: Joe earned a bachelor's degree
from St. John's University in Collegeville, Minn.
and an MBA from DePaul University in
Chicago.
U.S. Bank Experience: Joe Hoesley is vice
chairman and head of the Commercial Real
Estate group at U.S. Bank. He is also a
member of the company's Managing
Committee. Joe has led commercial real
estate at U.S. Bank since joining the
company in 1992. During this time, he helped
build the commercial real estate division into
24 regional offices and a team of more than
370 employees, with a real estate portfolio of
$24 billion.
Wisconsin At-A-Glance
Under Joe’s leadership, the real estate group
opened up seven new lending offices,
initiated a mezzanine loan program and joint
ventures that provide structured financing,
commercial mortgage-backed securities and
securitization capabilities for U.S. Bank
customers.
Market Share of Deposits
11.35%
Consumer Customers
778,664
Employees
5,032
Branded ATMs
236
Branches
118
Deposits: $19.13 billion (as of 12/31/2010)
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About your host:
Bill Bertha
Make a difference in your
community
United Way
Each year, U.S. Bank supports the United
Way through an annual campaign, collecting
funds to support these efforts. If you would
like to get involved, either through financial
contributions or volunteering in your
community, we would appreciate your
support.
U.S. Bank Experience: Bill joined
U.S. Bank in 2005 as the market president
for Wisconsin and is headquartered in the
U.S. Bank Tower in Milwaukee.
Visit www.liveunited.org to sign up for
updates from United Way or learn more
about United Way efforts in your community.
Bill is a native of Wisconsin and is married
with three children ranging in age from 18
to 22.
To make a donation, or if you have questions,
contact the U.S. Bancorp Foundation at
usbankunitedway@usbank.com or
612-303-4000.
Previous Experience: Prior to joining
U.S. Bank in 2005, Bill spent his
professional career in Chicago and New
York in the investment banking field as a
managing director for Dean Witter, which
subsequently merged with Morgan Stanley
and Duetsche Bank. Bill was heavily
involved with companies across the country
as it relates to financing (public and private)
and merger/acquisitions.
Volunteer with US
Sept. 15: Blood Drive - Volunteers to assist
blood donors with snacks, directions, etc.
You may also to donate if you wish. Contact
Sarah Flannery at 414-765-6256 or
sarah.flannery@usbank.com.
Sept. 19: Ronald McDonald House – Assist
with preparing and serving meals to families
who have a child at Children’s Hospital.
Contact Mary C. Krueger at 262-373-4736 or
mary.c.kreger@usbank.com.
Education: Bill graduated from the
University of Wisconsin-Madison with a
business degree in 1980, a JD from
Marquette University in 1983, and an MBA
from Madison in 1984.
Oct. 16: American Heart Association Heart
Walk – Fundraiser for the American Heart
Association. Contact Diane Schneidler at
414-765-4050 or
diane.l.schneidler@usbank.com.
In the market for a vehicle?
Check out the U.S. Bank Auto Lot
inventory at www.autolotvehicles.com
for exclusive discounts on off-lease
vehicles for U.S. Bank employees and
alumni. Click on How It Works or FAQ
for details.
Week of Oct. 24: Military Drive – Collect
items to send to our serving military in Iraq
and Afghanistan. Contact Dana Boettcher at
dana.boettcher@usbank.com.
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Upcoming Alumni Events
Sept. 30: Update on Medicare and Social
Security – What’s New. To RSVP, email
USB.AlumniSE.WI@gmail.com or call 414765-4050.
Oct. 4: An Autumn Day at Lake Geneva –
One-day bus trip to beautiful Lake Geneva,
including a lake boat tour of the elegant
Lake Geneva homes. For details, including
cost of the day trip, RSVP by emailing
USB.AlumniSE.WI@gmail.com or calling
414-765-4050.
Stay in touch
Alumni Website
Check out the U.S. Bank website for retirees
and alumni featuring upcoming events,
volunteer opportunities, exclusive discounts on
U.S. Bank products and services and more.
Visit www.usbank.com/alumni.
If you would like to be added to the alumni
mailing list or have alumnus questions, call
866-680-2586 or email alumni@usbank.com.
Find US on social media
Visit U.S. Bank online at usbank.com, or on
Facebook, Twitter and YouTube, for more
U.S. Bank news and updates.
Facebook
Visit www.facebook.com/usbank to become
a fan of U.S. Bank. We offer helpful banking
and security tips, contests, promotions and
more. Like US on Facebook, and share U.S.
Bank news with your friends.
In the market for a vehicle?
Check out the U.S. Bank Auto Lot
Twitter
inventory
www.autolotvehicles.com
U.S.
Bankattweets
with customers to provide
for
exclusive
discounts
on off-lease
support and gather constructive
feedback
vehicles
for
U.S.
Bank
employees
to provide even better service on and
alumni. Click on How It We
Works
FAQ
twitter.com/askusbank.
alsoorshare
for
details.
great U.S. Bank news, such as participation
in community events.
YouTube
U.S. Bank selects videos for its own
YouTube channel to highlight
presentations, commercials, company
initiatives and more. Sometimes, a video is
worth a thousand words!
Return to work at U.S. Bank
Are you interested in returning to work at U.S. Bank? Whether you are seeking fulltime, part-time, short-term or long-term, we would like to talk to you. Contact
Erica Hess at erica.hess1@usbank.com today to connect with recruiters or HR staff that
can help you find your place at U.S. Bank.
Note: Retired employees may be eligible for re-hire after they have been retired for 12 months.
Upcoming Alumni Events
Date
Market
Sept. 20 Twin Cities
Speakers
Richard Davis and Elliot Jaffee
Oct. 12
Terry Dolan and Malia Wasson Oregon Convention Center
Portland
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Location
Hilton Minneapolis
Faces in the Crowd
In 1977, JoAnn’s career began with First
Wisconsin Trust. She enjoyed a fabulous 15year career in the Trust Department. Her
former colleagues described her as the go-to
expert, saying, “No challenge was too great
for her.” She is grateful to have had the
opportunity to create wonderful memories
and close friends during her career.
JoAnn Klotzbuecher and Ed
Klotzbuecher were honored at the
Milwaukee Alumni Event on May 18,
2011. This remarkable U.S. Bank
couple grew up right here in Wisconsin
where they were the best of friends,
attending the same schools and sharing
the same classmates. After graduating
from high school, they went their
separate ways. Ed joined the Air Force
and JoAnn attended Marquette
University. Before long, their paths
crossed again and they were married on
Valentine’s Day in 1953.
Today, JoAnn and Ed have embraced
retirement. They have celebrated over 58
years of marriage and are very proud of their
three children and four grandchildren.
In their spare time, they love to play golf,
bowl, work crossword puzzles, spend time in
the garden and travel. JoAnn and Ed are both
huge Packers fans that have enjoyed
watching the football greats like Bart Starr,
Paul Hornung, Elijah Pitts and Brett Favre
over the years.
Ed began his banking career in 1957 at
First Wisconsin in the Income Tax
Department. As his 35-year career
progressed, he worked in various roles
including vice president of Trust. Ed is
proud to have worked for the bank and
credits his own success to the incredible
people he worked with. He cites his
biggest career achievements as
mentoring other employees and leading
a design team in the successful
development of a new trust package. He
still keeps in touch with many former
colleagues and especially loves
catching up with everyone at the Alumni
events.
Thank you, JoAnn and Ed for your years of
dedication and service.
News from Milwaukee
Diane Schneidler, president of
U.S. Bank's Milwaukee/Southeast
Wisconsin Chapter of the
Development Network is pleased to
announce that Barb Anderson, a
local U.S. Bank retiree and former
President of the Development
Network, has been appointed to the
Development Network Board as the
first USB Alumni Liaison.
Barb served 13 years with
U.S. Bank, retiring in 2009 as vice
president and manager of customer
adjustments. She has been an active
participant in activities of the USB
Alumni and will represent the Alumni
membership well.
Faces in the Crowd - JoAnn and Ed Klotzbuecher
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Spirit of America Award
On May 6, 2011, the United Way recognized
U.S. Bank with the Spirit of America award, its
highest national honor. The Spirit of America
award is given to a company and its employees
who show commitment to improving the lives of
individuals and families through giving,
volunteerism and measurable impact in
communities.
U.S. Bank CEO, Richard Davis, accepts the Spirit of
America Award.
View his speech online at:
http://www.youtube.com/watch?v=oBUMYaSMOGo&feature
=player_embedded
Corporate Perks Program
Access special discounts and offers on local and
national products and services through the
discount program at
http://www.abenity.com/usbankalumni
For special offers on U.S. Bank financial services,
visit the corporate perks website at
http://usbankhr.com/hr/employeePerk/evp.asp
Faces in the Crowd
Would you like to nominate someone for
Faces in the Crowd at our next event?
We would like to hear from you …
contact us at alumni@usbank.com or
866-680-2586.
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Employees getting green with US
U.S. Bank has about 30
green teams that initiate
local projects and activities for
employees. Some projects focus on
ways to conserve resources within the
business line, while others focus more
on helping out in the community or
educating employees on how to live a
greener lifestyle. These teams have
been excellent partners for
Environmental Affairs in carrying out
U.S. Bank's green initiative. Examples
of projects include:
• cleaning up trash through the
Adopt-a-Highway program and
other community beautification
efforts;
• collecting items for tornado
victims and local schools;
• establishing recycling efforts at
U.S. Bank buildings where
recycling is not available; and
• hosting green educational
events.
For more information on U.S. Bank’s
green teams, or for a list of team
locations, email Environmental Affairs at
environmentalaffairs@usbank.com.
Visa® Gift Card Winners
Congratulations to our Visa Gift Card
winners at the Milwaukee event:
Arlene Narr
Rae Krowski
Bill Stone
Marilyn Auer
Holly Dyer
Joellyn Buchholz
Steve Check
Shirley Bowman
Roger Engelking
Beverly Walkowiak Laurel Rybka
Judith Kampe
Mary Lukas
Mary Jane Novotny Moira Habriga
Joan Schmidt
Betty Watson
Mary Gill
Marvin Olson
Barb Anderson
Linda Peterson
Debra Lewandowski
Donald Mayer
Carol Bergman
David Olsen
Barbara Mueller
Judy Hurst
Patrick Noble
Helen Krueger
S
K t
Pictures of 2011 Milwaukee Alumni Event:
Alumni enjoying lunch
Alumni Melody Skusek and Carole Breit
Alumni Rosemary Loesche
Alumni Wally and Chris Klein
Special Thanks
Thank you to all who attended our
Milwaukee event. We look forward to
seeing you next year!
Former colleagues spend time catching up over
lunch
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