Resumes
Resumes

Director - Senior Wealth Management Banker
View pageLocation:
89 Las Quebradas, Alamo, CA 94507
Industry:
Financial Services
Work:
Charles Schwab Jun 2012 - Sep 2016
Vp, Regional Banking Manager
Ubs Jun 2012 - Sep 2016
Director - Senior Wealth Management Banker
Charles Schwab Apr 2010 - Jun 2012
Vp, Banking and Credit Specialist
Fremont Bank May 2009 - Mar 2010
Relationship Loan Officer
Wells Fargo Oct 2000 - Oct 2008
Senior Wholesale Account Executive
Vp, Regional Banking Manager
Ubs Jun 2012 - Sep 2016
Director - Senior Wealth Management Banker
Charles Schwab Apr 2010 - Jun 2012
Vp, Banking and Credit Specialist
Fremont Bank May 2009 - Mar 2010
Relationship Loan Officer
Wells Fargo Oct 2000 - Oct 2008
Senior Wholesale Account Executive
Education:
University of Arizona
Bachelors, Bachelor of Arts, Business, Communications
Bachelors, Bachelor of Arts, Business, Communications
Skills:
Financial Transactions
Sales
Selling
Business Development
Banking Relationships
Sales Management
Sales Process
Loan Origination
Mortgage Lending
Asset Based Lending
Leveraged Lending
Wholesale Lending
Credit Analysis
New Business Development
Direct Lending
Loan Pricing
Collateral
Asset Based Financing
Property Financing
Financial Services
Loans
Series 7
Asset Management
Portfolio Management
Management
Risk Management
Underwriting
Banking
Investments
Finance
Credit
Trading
Finra
Sales
Selling
Business Development
Banking Relationships
Sales Management
Sales Process
Loan Origination
Mortgage Lending
Asset Based Lending
Leveraged Lending
Wholesale Lending
Credit Analysis
New Business Development
Direct Lending
Loan Pricing
Collateral
Asset Based Financing
Property Financing
Financial Services
Loans
Series 7
Asset Management
Portfolio Management
Management
Risk Management
Underwriting
Banking
Investments
Finance
Credit
Trading
Finra
Languages:
English

Senior Wholesale Representative
View pageLocation:
San Francisco, CA
Industry:
Banking
Work:
Wells Fargo
Senior Wholesale Representative
Senior Wholesale Representative

Wholesale Ae
View pageLocation:
San Francisco, CA
Industry:
Banking
Work:
Wells Fargo
Wholesale Ae
Wholesale Ae

Senior Wholesale Rep At Wachovia
View pagePosition:
Senior Wholesale Rep at Wachovia
Location:
San Francisco Bay Area
Industry:
Banking
Work:
Wachovia
Senior Wholesale Rep
Senior Wholesale Rep