Position:
Vice President at Morgan Stanley Private Bank
Location:
Greater Salt Lake City Area
Work:
Morgan Stanley Private Bank
- Greater Salt Lake City Area since Sep 2010
-
Vice President
Merrill Lynch Global Wealth and Investment Management
Oct 2009 - Sep 2010
-
Senior Wealth Management Banker
Wells Fargo Bank
Aug 2005 - Oct 2009
-
Private Banker
Wells Fargo Bank
Aug 2002 - Aug 2005
-
Business Banker
Education:
Brigham Young University
B.A., Marketing
Skills:
Private Banking, Wealth Management, Commercial Lending, Cash Management, Mortgage Lending, Consumer Lending, Commercial Banking, Equipment Finance, Financial Advisory, Portfolio Management, Credit, Series 7, Credit Analysis