Rod Al-Rashid graduated with Honors with a BS degree in Accounting, Finance, Banking & Financial Markets from the University of Nebraska at Omaha. He holds designations as a Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), and Certified Trust & Financial Advisor (CTFA) and comes to UBT following a 27-year career at Wells Fargo. Al-Rashid is currently a member of the Omaha Estate Planning Council, CFA Society of Nebraska, American Institute of Certified Public Accountants (AICPA), and the Association of Investment Management and Research (AIMR). He is a former board member of the Children’s Hospital & Medical Center Foundation.
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