Position:
Wealth Management Banker at Merrill Lynch
Location:
Tampa/St. Petersburg, Florida Area
Work:
Merrill Lynch
since Jun 2010
-
Wealth Management Banker
Wachovia
Oct 2007 - Jun 2010
-
Regional Bank Private Banker
JPMorgan Chase
Nov 2006 - Oct 2007
-
Loan Officer
Wells Fargo
Dec 2004 - Oct 2006
-
Home Mortgage Consultant
Education:
University of South Florida 2000 - 2002
B.A., Interdisciplinary Social Sciences
Manatee Community College 1998 - 2000
A.A., Social Sciences
Skills:
Commercial Lending, Wealth Management, Credit Analysis, Series 7, Securities, Finance, Risk Management, Relationship Management, Mortgage Banking, Underwriting, High Net Worth Individuals, Private Banking, Financial Services, Management, Wealth Management Services, Small Business Lending