Alerus’ Jake Upham Accepts Financial Guide Role
FARGO, N.D. (Dec. 11, 2020) – Alerus is pleased to announce Jake Upham has accepted a new role as financial guide. In this role, he is responsible for assisting clients in identifying their specific financial needs and providing comprehensive advice to help them achieve their financial wellness goals. Upham works closely with experts across Alerus to ensure every client has access to its full suite of diversified services to meet their needs. He is based at Alerus’ office located at 901 13th Avenue East in West Fargo, North Dakota.
Upham initially joined Alerus as a client associate in March 2020. He has several years of client service experience and holds a bachelor’s degree in business administration from Minnesota State University Moorhead. He lives in Fargo, North Dakota, and is an active volunteer for his church.
Alerus (Alerus Financial, N.A.) is a diversified financial services company headquartered in Grand Forks, N.D. Alerus offers business and consumer banking products and services, residential mortgage financing, employer-sponsored retirement plan and benefit administration, and wealth management including trust, brokerage, insurance, and asset management. These solutions are delivered through a relationship-oriented primary point of contact along with responsive and client-friendly technology. Alerus banking and wealth management offices are located in Grand Forks and Fargo, N.D., the Minneapolis-St. Paul, Minn. metropolitan area, and Scottsdale and Mesa, Ariz. Alerus Retirement and Benefits plan administration offices are located in St. Paul and Albert Lea, Minn., East Lansing and Troy, Mich., and Bedford, N.H.