Resumes
Resumes
Vp, Uhnw Senior Banker
View pageLocation:
Henderson, NV
Industry:
Financial Services
Work:
Wells Fargo - Saint Augustine, FL since Apr 2013
Regional Bank Private Banker
Wells Fargo Bank Nov 2009 - Apr 2013
Registered Banker II
Bank of America Jan 2005 - Oct 2008
Personal Banker
Regional Bank Private Banker
Wells Fargo Bank Nov 2009 - Apr 2013
Registered Banker II
Bank of America Jan 2005 - Oct 2008
Personal Banker
Education:
Saint Leo University 2002 - 2004
Florida State College
Bachelor of Science (B.S.), Finance and Financial Management Services
Florida State College
Bachelor of Science (B.S.), Finance and Financial Management Services
Skills:
Credit
Wealth Management
Series 7
Banking
Series 63
Loans
Insurance
Mortgage Lending
Life Insurance
Financial Services
Small Business Lending
Investments
Consumer Lending
Financial Planning
Strategic Financial Planning
Retirement Planning
Credit Analysis
Lines of Credit
Loan Origination
Portfolio Management
Retail Banking
Variable Annuities
Securities
Wealth
Fixed Annuities
Asset Allocation
Cash Management
High Net Worth Individuals
Private Banking
Relationship Management
Home Equity Lines of Credit
Retirement
Banking Relationships
401K Rollovers
Personal Banking
529 Plans
401K
Iras
Personal Financial Planning
Roth Ira
Wealth Management Services
Asset Based Lending
Cash Flow Lending
Asset Management
Mentoring
Wealth Management
Series 7
Banking
Series 63
Loans
Insurance
Mortgage Lending
Life Insurance
Financial Services
Small Business Lending
Investments
Consumer Lending
Financial Planning
Strategic Financial Planning
Retirement Planning
Credit Analysis
Lines of Credit
Loan Origination
Portfolio Management
Retail Banking
Variable Annuities
Securities
Wealth
Fixed Annuities
Asset Allocation
Cash Management
High Net Worth Individuals
Private Banking
Relationship Management
Home Equity Lines of Credit
Retirement
Banking Relationships
401K Rollovers
Personal Banking
529 Plans
401K
Iras
Personal Financial Planning
Roth Ira
Wealth Management Services
Asset Based Lending
Cash Flow Lending
Asset Management
Mentoring
Interests:
Psychology
Children
Traveling
Environment
Economics
Poverty Alleviation
Animal Welfare
Health
Children
Traveling
Environment
Economics
Poverty Alleviation
Animal Welfare
Health
Languages:
Russian
English
English