Position:
Regional Bank Private Banker at Wells Fargo
Work:
Wells Fargo
since 2003
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Regional Bank Private Banker
Wells Fargo
2009 - 2010
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Senior Financial Specialist
Wells Fargo
2008 - 2009
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Small Business Financial Specialist
Central Hudson Gas & Electric
1989 - 1998
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Human Resource Administrator
Education:
Mount Saint Mary College 1996 - 1998
Master of Business Administration (MBA), Human Resources/Finance
Marist College 1985 - 1988
Bachelor of Science (BS), Business/Finance
Skills:
Series 7, Loans, Consumer Lending, Series 63, Uniform Combined State Law, Credit, Wealth Management, Small Business Lending, Series 6, Private Banking, Credit Analysis, Banking, Mortgage Lending, Retirement Planning, Asset Allocation, Cross Selling, Retail Banking, Portfolio Management, Investments, Life & Health Insurance Licenses, Human Resources, Labor Relations, Affirmative Action Compliance, Mentoring New Hires, Job Coaching, Adult Education, Training Delivery, Client Education, Presentation Design